Business
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 divisi...
About this update from Peapack-gladstone Financial Corporation
[{"type":"text","content":"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.","length":367,"tagName":"p"},{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":"Greg Allison, CFP ®, Senior Managing Director, Peapack Private","className":"","disableSlideshowImg":false,"size":{"original":{"width":3600,"height":2400,"url":"https://media.zenfs.com/en/newsmediawire_165/d4fa789890bcf3427595d3563576bc09"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/a9Cj1aDQNpf5hD5cqEMVQg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MDtjZj13ZWJw/https://media.zenfs.com/en/newsmediawire_165/d4fa789890bcf3427595d3563576bc09","width":960,"height":640},"lightbox":{"url":"https://s.yimg.com/ny/api/res/1.2/iiA_aH5B71tmZRJ2M2ibJw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNjAwO2NmPXdlYnA-/https://media.zenfs.com/en/newsmediawire_165/d4fa789890bcf3427595d3563576bc09","width":1200,"height":800}}},{"type":"text","content":"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."...