Our People

Senior Leadership Client Advisors Client Service Family Office Services Investment management Trust & Fiduciary wealth adminstration investment banking

Client Advisors

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Christopher Colombo

Senior Managing Director

Wendy T. O'Ree

Senior Managing Director

Gary T. Pancoast

Senior Managing Director

Patricia daquila

Managing Director, Wealth Planner

Robert Gavin

Wealth Planning Analyst

gary walker

Senior Managing Director

Peter Wallburg

Senior Managing Director

cynthia aiken

Senior Managing Director Head of Wealth Planning

Brett Flynn

Managing Director

jodi a. Cirignano

Managing Director

Vernon Cole

Managing Director

Jenny gan

Wealth Planning Analyst

lisa mcknight

Managing Director

betty s. thomas

Managing Director

ANIBAL GUERRERO RUSSO

Wealth Planner

MATTHEW YARD

Wealth Planning Analyst

Dawn h. Brown

Managing Director

colleen mccormick

Managing Director

Raymond Radigan

Senior Managing Director

Justin Koppel

Managing Director

Sarah Vehap

Wealth Planner

SCOTT NOYES

Senior Managing Director

RALF SELLIG

Senior Managing Director

ROBERT VOGEL

Senior Managing Director

BRUCE SEVERANCE

Managing Director, Portfolio Manager

Please Note: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Peapack Private is engaged. No ranking or recognition should be construed as a current or past endorsement of Peapack Private.

Leave me blank for The Weekly.

Senior Managing Director

wendy t. o'ree

Senior Managing Director

gary T. pancoast

Senior Managing Director

PATRICIA DAQUILA, MBA, CFP^®, CPA

Managing Director, Wealth Planner

Patricia Daquila is a Managing Director, Wealth Planner with Peapack Private. Patricia is responsible for preparation of tax returns for individuals, and estates and trusts. She works with both the investment management and financial planning teams in tax and estate planning.

Prior to joining Peapack Private, Patricia was a Senior Tax Advisor at Lassus Wherley & Associates from 1995 to 2020 focusing on individual, trust and estate filings. She earned the Certified Financial Planner designation in 2016 and assists in the preparation of financial plans. Her experience also includes work at Peat, Marwick, and Mitchell, now known as KPMG, serving as a Senior Accountant in the Audit Department. She has background in commercial banking, manufacturing, retail, and brokerage applications, including analyzing financial statements involving SEC regulatory exposure.

Patricia holds a Bachelor of Science from Montclair State University, and a Master of Business Administration from Rutgers University. She is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant. Patricia is a member of The New Jersey Society of Certified Public Accountants and The American Institute of Certified Public Accountants, in addition to serving on the SAGE Eldercare Board of Trustees and Community Organization in New Providence.

Robert Gavin is a Wealth Planning Analyst with Peapack Private Wealth Management. He assists advisors in preparing investment decisions, tax strategies, selecting insurance policies, and retirement and estate planning. Robert evaluates clients’ financial health and determines how he may help them plan for specific life events.

Prior to becoming a Financial Planning Analyst, Robert worked as a Client Service Officer for the Platinum Service Team at Peapack-Gladstone Bank.

Robert holds a Bachelor’s Degree in Accounting with a minor in Finance from Fairleigh Dickinson University. In September 2022, he will begin the CERTIFIED FINANCIAL PLANNER™ Certificate Program through Dalton Education at New York University in September 2022.

gary walker, JD, LL.M, CFP^®

Senior Managing Director

Peter Wallburg

Senior Managing Director

cynthia aiken

Senior Managing Director, Head of Wealth Planning

Brett Flynn

Managing Director

Justin Koppel

Managing Director

Justin Koppel is a Managing Director at Peapack Private. He oversees new and existing client relationships with high-net-worth clients. Justin has over 20 years of financial services experience and assists his clients in developing achievable goals and helping them understand their financial choices and portfolios.

Prior to working the Bank, Justin served as a Vice President, Financial Consultant at Charles Schwab in New York City. There he provided wealth management and financial planning guidance to high-net-worth clients.

Justin holds a Bachelor of Arts degree in Sociology with a minor in Business from Arizona State University. He also holds an Executive Certificate in Financial Planning from Fordham University and FINRA Series 7 and 63 Licenses. Justin carries a Life and Variable Annuity Insurance License. He volunteers as a Youth Boys Basketball Coach.

Sarah Vehap

Wealth Planner

Sarah Vehap is a Wealth Planner with Peapack Private Wealth Management. She manages a broad range of wealth solutions including estate, retirement and financial planning as well as education and philanthropic planning.

Sarah recently transitioned to private wealth management after several years in wholesale business development in the fashion industry and has a track record of building extensive client relationships. Much of her career has been focused on sales, financial planning, business analysis and relationship management. Prior to joining Peapack Private Wealth Management, Sarah held senior positions at Tapestry Inc. and Ralph Lauren in New York City.

Sarah received her Bachelor’s degree from the Eli Broad College of Business at Michigan State University, with a concentration in Hospitality Management, and earned her MBA from Montclair State University. She previously completed the Executive Leadership Program at the Center for Creative Leadership and has served with several local charity organizations.

Jenny gan

Wealth Planning Analyst

Jenny Gan is a Wealth Planning Analyst with Peapack Private. Located in Peapack Private’s Summit, NJ office, Jenny supports Wealth Advisors with financial planning projects, develops financial plan analyses and scenarios, and identifies planning opportunities.

Jenny has 20 years of experience in individual and corporate income tax, centered on corporate income tax and financial reporting for large public companies. Past employers include PriceWaterhouseCoopers, Honeywell and Prudential.

Ms. Gan received her Bachelor’s Degree from Shanghai University of Technology, China with a Major in Electrical Engineering. Jenny is a Certified Public Accountant. She holds an MBA in Accounting from St. John’s University and a Master of Science in Taxation from Farleigh Dickinson University.

A resident of Summit, New Jersey, Jenny serves as a Treasurer of her local Boy Scout Troop 67.

lisa mcknight, MBA, CFP^®

Managing Director

betty s. thomas, ChFC^®, CFP^®

Managing Director

Betty Thomas is a Managing Director at Peapack Private. Betty is responsible for investment plans, monitors performance in client portfolios and as a member of the investment team weighs in on decisions affecting future directions in the firm. She also prepares financial plans and undertakes special projects to address clients' financial concerns. Betty communicates with clients on questions in all areas of financial advisory services, providing services to traditional and non-traditional couples and families.

Prior to joining Peapack Private, Betty was a financial planner with Lassus Wherley & Associates from 1999 to 2018 and a Wealth Advisor 2018 to 2020 providing planning and advice to clients. She also has a background in insurance products useful in risk analysis and evaluation. Her previous experience included Financial Consultant for Hudson Traders Investment as both a sales representative for various financial products, and in operations where she monitored product sales, and compiled sales/product reports.

Betty holds a B.S. in Business Administration from Montclair State and is a CERTIFIED FINANCIAL PLANNER™. She is a board member and Co-Treasurer of Hyssop Housing Inc and RAIN Foundation. Betty has been quoted several times in the online publication NJ Biz Brain.

Anibal guerrero russo

Wealth Planner

Anibal Guerrero Russo is a Wealth Planner with Peapack Private Wealth Management. He develops a broad range of wealth client strategies, including but not limited to estate planning, retirement analysis, tax planning, and overall financial plan implementation. As a Wealth Planner with Peapack Private, Anibal is committed to continuously learning the many complexities of personal financial planning. He believes that planning should be unique for each client and involve every facet of a family’s situation.

Prior to Peapack Private, Anibal served as a Financial Planning Associate at Rockwood Wealth in New Hope, PA, where he helped implement financial planning and investment strategies for individuals, families and institutions. Before that, he served as an Associate Planner at Facet Wealth and Relationship Banker at JPMorgan Chase & Co., where he assisted clients in tailoring solutions and service recommendations to meet their financial needs.

Mr. Guerrero Russo holds a Bachelor of Science degree in Finance from the University of Maryland; University College. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Enrolled Agent.

MATTHEW YARD

Financial Planning Analyst

Matthew Yard is a Financial Planning Analyst with Peapack Private Wealth Management. He is responsible for retaining and strengthening client relationships by aiding them with their needs. He also supports Wealth Advisors and other departments to help promote efficiency while they work.

Prior to joining Peapack-Gladstone Bank, Matthew served as a Financial Representative at Northwestern Mutual in Wall Township.

Matthew holds a Bachelor’s Degree in Finance from the University of Scranton. He also holds a New Jersey Life and Health Insurance License and Series 6TO. Matthew has taken the Securities Industry Essentials Exam®.

dawn h. brown, CFP^(R)

Managing Director

colleen Mccormick, CFP®

Managing Director

Raymond Radigan

Senior Managing Director

jodi a. cirignano, MBA, CFP^®, CPA

Managing Director

Jodi Cirignano is a Managing Director at Peapack Private. Jodi advises individuals and families to help them realize their financial and personal goals. She helps clients plan for what’s important, work through life’s changes and feel confident and in control of their finances. Jodi has over 20 years of experience in advising clients on how to grow, protect and transfer their wealth.

Prior to Peapack Private, Jodi was a Wealth Advisor with Lassus Wherley & Associates from 2002 to 2006 and 2016 to 2018. From 2006 to 2016 she was a Wealth Advisor with JPMorgan Private Bank. Jodi holds a B.A in Economics and Political Science from Colgate University graduating Magna Cum Laude/Phi Beta Kappa and an M.B.A in finance from Fairleigh Dickinson University. She is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant.

SCOTT NOYES

Senior Managing Director

RALF SELLIG

Senior Managing Director

Ralf Sellig is a Senior Managing Director at Peapack Private and was previously with Lucas Capital Management as a Portfolio and Risk Manager. He began his career in 1988 at Bank of America in Frankfurt, Germany, at its Foreign Exchange and Money Market trading desk. In 1991, he moved to the Deutsche Bank trading Foreign Exchange. His increasing responsibilities at Deutsche Bank included heading trading desks in Frankfurt, Paris, Tokyo, and New York City. When Ralf left Deutsche Bank in 2006, he was a managing director running Global Currency Spot Trading out of New York.

Senior Managing Director

BRUCE SEVERANCE

Managing Director, Portfolio Manager

Bruce Severance is a Managing Director, Portfolio Manager at Peapack Private. Prior to Peapack Private, Bruce worked at Lucas Capital Management as a portfolio manager. Before joining Lucas Capital Management, Bruce spent eight years as one of five portfolio managers with H. G. Wellington on Wall Street. Before that he spent 16 years with Smith Barney/Shearson. He started with Chase Manhattan Bank and had co-managed a family magazine subscription business. Bruce is a graduate of the South Kent School, Rutgers University, and did some graduate work at New York University.

Our People

Client Advisors

Christopher Colombo

Wendy T. O'Ree

Gary T. Pancoast

Patricia daquila

Robert Gavin

gary walker

Peter Wallburg

cynthia aiken

Brett Flynn

jodi a. Cirignano

Vernon Cole

Jenny gan

lisa mcknight

betty s. thomas

ANIBAL GUERRERO RUSSO

MATTHEW YARD

Dawn h. Brown

colleen mccormick

Raymond Radigan

Justin Koppel

Sarah Vehap

SCOTT NOYES

RALF SELLIG

ROBERT VOGEL

BRUCE SEVERANCE

The Weekly

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Christopher Colombo

wendy t. o'ree

gary T. pancoast

Robert Gavin

gary walker, JD, LL.M, CFP®

Peter Wallburg

cynthia aiken

Brett Flynn

Justin Koppel

Sarah Vehap

Jenny gan

lisa mcknight, MBA, CFP®

Anibal guerrero russo

MATTHEW YARD

dawn h. brown, CFP(R)

Raymond Radigan

jodi a. cirignano, MBA, CFP®, CPA

Vernon Cole

SCOTT NOYES

RALF SELLIG

ROBERT VOGEL

gary walker, JD, LL.M, CFP^®

lisa mcknight, MBA, CFP^®

dawn h. brown, CFP^(R)

jodi a. cirignano, MBA, CFP^®, CPA