Paul F. Diamond, CFA, CFP, has been appointed as a Senior Managing Director and Client Advisor at Peapack Private Bank & Trust's wealth division, marking a significant addition to the bank's team. With a career spanning over 25 years in the financial services industry, Diamond's expertise in portfolio management, relationship management, and risk management is expected to bolster the bank's offerings to high-net-worth and ultra-high-net-worth clients.
Before joining Peapack Private, Diamond held prestigious positions at JP Morgan Private Bank and PNC Wealth Management, where he specialized in developing customized investment strategies. His extensive experience also includes leadership roles at Adherence Consulting Group, GFI Group, Merrill Lynch, and Deutsche Bank, showcasing a broad and deep understanding of the financial landscape.
Diamond's academic and professional credentials, including a Bachelor of Science in Accounting from West Virginia University, a Chartered Financial Analyst (CFA) designation, and membership in the CFA Institute and the New York Society of Security Analysts (NYSSA), further underscore his qualifications for this role. His addition to Peapack Private underscores the bank's commitment to providing top-tier financial advice and solutions to its clients.
Peapack-Gladstone Financial Corporation, the parent company of Peapack Private Bank & Trust, reported total assets of $7.1 billion and assets under management and/or administration of $11.8 billion as of March 31, 2025. The bank's focus on a client-centric approach and innovative wealth management solutions is enhanced by Diamond's appointment, promising to deliver even greater value to its clientele.
