Latest news with #GregAllison
Globe and Mail
3 days ago
- Business
- Globe and Mail
Greg Allison, CFP(R), Joins the Wealth Management Division at Peapack Private
BEDMINSTER, NJ - August 18, 2025 (NEWMEDIAWIRE) - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack Private Bank & Trust are pleased to announce that Greg Allison has joined the Bank's wealth management division as a senior managing director and portfolio manager, based out of the organization's Summit wealth office. Greg is a versatile wealth management professional with two decades of experience developing and managing world-class investment solutions for top firms. He has experience in public and private markets and is proficient in financial analysis, research, trading, and operations. He joins Peapack Private from J.P. Morgan Private Bank, Austin, Texas, where, as a vice president and private banker, he was responsible for a growing book of ultra-high-net-worth client relationships and managing a diverse range of family relationships. He previously served as director of wealth management at Austin Asset, the oldest fee-only financial planning firm in Austin, where he led a centralized investment team, responsible for assets under management exceeding $1.3 billion. He also served as the chair of the firm's investment committee. Earlier in his career, Greg was the director of portfolio management at RegentAtlantic (Corient), responsible for over 1,500 clients including individuals, families and institutions such as ERISA qualified retirement plans, corporate accounts and non-profit endowments, and assets under management exceeding $6 billion. A graduate of Texas Tech University, Lubbock, TX, with a Bachelor of Science degree in personal financial planning, Greg is a Certified Financial PlannerTM Practitioner and holds SEI, Series 7 and 65 licenses. He is a member of the board of directors of the Texas Tech Personal Financial Planning Alumni Association and the Travis County Parks Foundation, and a former treasurer and board member of the Environmental Endowment for New Jersey. About the Company Peapack-Gladstone Financial Corporation is a New Jersey bank holding company with total assets of $7.2 billion and assets under management and/or administration of $12.3 billion as of June 30, 2025. Founded in 1921, Peapack Private Bank & Trust is a commercial bank that offers a client-centric approach to banking, providing high-quality products along with customized and innovative wealth management, investment banking, commercial and personal banking solutions. The Bank's wealth management division offers comprehensive financial, tax, fiduciary and investment advice and solutions to individuals, families, privately held businesses, family offices and not-for-profit organizations, which help them to establish, maintain and expand their legacy. Peapack Private Bank & Trust offers an unparalleled commitment to client service. Visit for more information. Contact: Denise Pace-Sanders, Peapack Private Bank & Trust, SVP Managing Principal, Brand and Marketing Director, 500 Hills Drive, Suite 300, Bedminster, NJ 07921, dpace@ (908) 470-3322
Associated Press
3 days ago
- Business
- Associated Press
Greg Allison, CFP(R), Joins the Wealth Management Division at Peapack Private
BEDMINSTER, NJ - August 18, 2025 ( NEWMEDIAWIRE ) - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack Private Bank & Trust are pleased to announce that Greg Allison has joined the Bank's wealth management division as a senior managing director and portfolio manager, based out of the organization's Summit wealth office. Greg is a versatile wealth management professional with two decades of experience developing and managing world-class investment solutions for top firms. He has experience in public and private markets and is proficient in financial analysis, research, trading, and operations. He joins Peapack Private from J.P. Morgan Private Bank, Austin, Texas, where, as a vice president and private banker, he was responsible for a growing book of ultra-high-net-worth client relationships and managing a diverse range of family relationships. He previously served as director of wealth management at Austin Asset, the oldest fee-only financial planning firm in Austin, where he led a centralized investment team, responsible for assets under management exceeding $1.3 billion. He also served as the chair of the firm's investment committee. Earlier in his career, Greg was the director of portfolio management at RegentAtlantic (Corient), responsible for over 1,500 clients including individuals, families and institutions such as ERISA qualified retirement plans, corporate accounts and non-profit endowments, and assets under management exceeding $6 billion. A graduate of Texas Tech University, Lubbock, TX, with a Bachelor of Science degree in personal financial planning, Greg is a Certified Financial PlannerTM Practitioner and holds SEI, Series 7 and 65 licenses. He is a member of the board of directors of the Texas Tech Personal Financial Planning Alumni Association and the Travis County Parks Foundation, and a former treasurer and board member of the Environmental Endowment for New Jersey. About the Company Peapack-Gladstone Financial Corporation is a New Jersey bank holding company with total assets of $7.2 billion and assets under management and/or administration of $12.3 billion as of June 30, 2025. Founded in 1921, Peapack Private Bank & Trust is a commercial bank that offers a client-centric approach to banking, providing high-quality products along with customized and innovative wealth management, investment banking, commercial and personal banking solutions. The Bank's wealth management division offers comprehensive financial, tax, fiduciary and investment advice and solutions to individuals, families, privately held businesses, family offices and not-for-profit organizations, which help them to establish, maintain and expand their legacy. Peapack Private Bank & Trust offers an unparalleled commitment to client service. Visit for more information. Contact: Denise Pace-Sanders, Peapack Private Bank & Trust, SVP Managing Principal, Brand and Marketing Director, 500 Hills Drive, Suite 300, Bedminster, NJ 07921, [email protected], (908) 470-3322 View the original release on
Yahoo
3 days ago
- Business
- Yahoo
Greg Allison, CFP(R), Joins the Wealth Management Division at Peapack Private
BEDMINSTER, NJ - August 18, 2025 (NEWMEDIAWIRE) - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack Private Bank & Trust are pleased to announce that Greg Allison has joined the Bank's wealth management division as a senior managing director and portfolio manager, based out of the organization's Summit wealth office. Greg is a versatile wealth management professional with two decades of experience developing and managing world-class investment solutions for top firms. He has experience in public and private markets and is proficient in financial analysis, research, trading, and operations. He joins Peapack Private from J.P. Morgan Private Bank, Austin, Texas, where, as a vice president and private banker, he was responsible for a growing book of ultra-high-net-worth client relationships and managing a diverse range of family relationships. He previously served as director of wealth management at Austin Asset, the oldest fee-only financial planning firm in Austin, where he led a centralized investment team, responsible for assets under management exceeding $1.3 billion. He also served as the chair of the firm's investment committee. Earlier in his career, Greg was the director of portfolio management at RegentAtlantic (Corient), responsible for over 1,500 clients including individuals, families and institutions such as ERISA qualified retirement plans, corporate accounts and non-profit endowments, and assets under management exceeding $6 billion. A graduate of Texas Tech University, Lubbock, TX, with a Bachelor of Science degree in personal financial planning, Greg is a Certified Financial PlannerTM Practitioner and holds SEI, Series 7 and 65 licenses. He is a member of the board of directors of the Texas Tech Personal Financial Planning Alumni Association and the Travis County Parks Foundation, and a former treasurer and board member of the Environmental Endowment for New Jersey. About the Company Peapack-Gladstone Financial Corporation is a New Jersey bank holding company with total assets of $7.2 billion and assets under management and/or administration of $12.3 billion as of June 30, 2025. Founded in 1921, Peapack Private Bank & Trust is a commercial bank that offers a client-centric approach to banking, providing high-quality products along with customized and innovative wealth management, investment banking, commercial and personal banking solutions. The Bank's wealth management division offers comprehensive financial, tax, fiduciary and investment advice and solutions to individuals, families, privately held businesses, family offices and not-for-profit organizations, which help them to establish, maintain and expand their legacy. Peapack Private Bank & Trust offers an unparalleled commitment to client service. Visit for more information. Contact: Denise Pace-Sanders, Peapack Private Bank & Trust, SVP Managing Principal, Brand and Marketing Director, 500 Hills Drive, Suite 300, Bedminster, NJ 07921, dpace@ (908) 470-3322 View the original release on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
