Greg Allison Joins Peapack Private Bank & Trust as Senior Managing Director
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, who will be based out of the Summit wealth office, brings a wealth of experience from his previous roles at J.P. Morgan Private Bank and Austin Asset, where he managed significant assets and client relationships.
With a career spanning over twenty years, Allison has developed a reputation for his expertise in financial analysis, research, and trading. His background includes managing assets exceeding $6 billion at RegentAtlantic (Corient) and leading a team responsible for over $1.3 billion in assets at Austin Asset. His role at Peapack Private Bank & Trust is expected to bolster the bank's offerings in wealth management, particularly for ultra-high-net-worth individuals and families.
Allison's academic credentials include a Bachelor of Science in personal financial planning from Texas Tech University, and he holds several professional certifications, including Certified Financial PlannerTM Practitioner. His involvement in various boards and foundations underscores his commitment to the financial planning community and environmental causes.
Peapack Private Bank & Trust, with assets under management and/or administration of $12.3 billion as of June 30, 2025, continues to strengthen its position in the wealth management sector. The bank's client-centric approach and comprehensive financial solutions are complemented by Allison's appointment, which is poised to enhance its service offerings. For more information, visit https://www.peapackprivate.com.
Curated from NewMediaWire
