Greg Allison Joins Peapack Private Bank & Trust to Strengthen Wealth Management Division
TL;DR
Greg Allison's joining Peapack Private Bank & Trust enhances its wealth management division, offering clients access to his extensive experience and high-net-worth client management skills.
Greg Allison brings over two decades of wealth management expertise to Peapack Private Bank & Trust, specializing in financial analysis, research, and managing diverse investment portfolios.
Greg Allison's role at Peapack Private Bank & Trust strengthens its mission to provide tailored wealth management solutions, fostering financial legacies for families and nonprofits.
Greg Allison, with a background managing over $6 billion in assets, joins Peapack Private Bank & Trust, bringing a wealth of knowledge from top financial firms.
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Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust have announced the addition of Greg Allison to their wealth management division as a senior managing director and portfolio manager. Allison's role will be based out of the organization’s Summit wealth office, where he is expected to leverage his extensive experience in developing and managing investment solutions for high-net-worth individuals and families.
Allison's career spans over twenty years, during which he has worked with top firms in the financial industry. His most recent position was at J.P. Morgan Private Bank in Austin, Texas, where he served as a vice president and private banker, managing ultra-high-net-worth client relationships. Prior to that, he was the director of wealth management at Austin Asset, overseeing assets under management exceeding $1.3 billion, and the director of portfolio management at RegentAtlantic (Corient), where he was responsible for assets under management exceeding $6 billion.
A graduate of Texas Tech University with a Bachelor of Science degree in personal financial planning, Allison is a Certified Financial Planner™ Practitioner and holds SEI, Series 7, and 65 licenses. His expertise in financial analysis, research, trading, and operations is expected to bring significant value to Peapack Private Bank & Trust's wealth management division.
Peapack Private Bank & Trust, a part of Peapack-Gladstone Financial Corporation, is known for its client-centric approach to banking and wealth management. With total assets of $7.2 billion and assets under management and/or administration of $12.3 billion as of June 30, 2025, the bank offers a comprehensive range of financial services. Allison's appointment is a strategic move to further strengthen the bank's capabilities in serving its clients' investment and wealth management needs.
For more information about Peapack Private Bank & Trust, visit https://www.peapackprivate.com.
Curated from NewMediaWire
