Peapack Private Bank Appoints Robert Melle as Senior Managing Director to Expand Manhattan Wealth Management Presence

By NewsRamp Editorial Team

TL;DR

Peapack Private Bank gains competitive advantage by hiring Robert Melle, a top-ranked financial advisor with over $1.2 billion in managed assets to expand wealth management services in Manhattan.

Robert Melle brings 25 years of systematic wealth management expertise including strategic financial planning, asset allocation, and investment strategy to Peapack Private's growing Manhattan team.

Peapack Private's enhanced wealth management team helps clients establish and expand their legacies through comprehensive financial planning that builds better futures for families and organizations.

Robert Melle joins Peapack Private with impressive credentials including top 5% national ranking for net asset growth and management of over $1.2 billion in assets.

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Peapack Private Bank Appoints Robert Melle as Senior Managing Director to Expand Manhattan Wealth Management Presence

Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust have announced the appointment of Robert Melle as Senior Managing Director and Senior Financial Advisor with the wealth management division of Peapack Private. Based at the firm's Park Avenue office in New York City, Melle joins a growing team of advisors focused on expanding the Bank's wealth management presence in Manhattan. This strategic hire represents Peapack Private's commitment to strengthening its capabilities in serving high-net-worth individuals and families in the competitive New York financial market.

Melle brings over 25 years of experience as a seasoned sales and service-driven professional with a strong record of driving business success through strategic financial planning and client advocacy. His expertise spans wealth planning, asset allocation, investment strategy, and financial advisory, complemented by deep capabilities in lead generation, product development, and solution implementation. He is also highly skilled in relationship management, negotiation, risk mitigation, and strategic process alignment, making him well-positioned to lead Peapack Private's Manhattan expansion efforts.

The new senior managing director joins Peapack Private from Charles Schwab, where he served as Vice President and Financial Consultant, delivering comprehensive wealth management services and proactive relationship management to ultra-high- and high-net-worth clients. His prior distinguished positions include roles at Chase Investment Services Corporation and Citicorp Investment Services, all based in New York. This extensive background with major financial institutions provides Melle with valuable insights into the specific needs and expectations of Manhattan's affluent clientele.

Throughout his career, Melle has overseen asset management exceeding $1.2 billion, with advisory fee assets totaling more than $220 million. His performance metrics demonstrate consistent excellence, having ranked in the top 25% of regional financial consultants and earning multiple Northeast Achievement and Key Contributor Stock Awards. Nationally, he has placed in the top 5% for net asset growth and is a proud recipient of the Chairman's Club Award. These achievements underscore his ability to deliver results in competitive financial environments.

Melle's educational credentials and professional certifications further strengthen his qualifications for this leadership role. He holds a bachelor's degree in business management from Adelphi University, is a Certified Wealth Strategist (CWS®), a Chartered Retirement Planning Counselor (CRPC®), and is currently enrolled in the Certified Financial Planner (CFP®) program at Kaplan Financial Institution. He maintains Series 6, 7, 63, 65, and Insurance licenses, providing comprehensive regulatory compliance for serving diverse client needs. Additional information about Peapack Private Bank & Trust's services can be found at https://www.peapackprivate.com.

The appointment comes as Peapack-Gladstone Financial Corporation continues to build its presence in key markets. With total assets of $7.2 billion and assets under management and/or administration of $12.3 billion as of June 30, 2025, the institution represents significant financial strength in the banking sector. The strategic focus on Manhattan's wealth management market aligns with broader industry trends toward personalized financial services for high-net-worth individuals. The original announcement detailing this appointment is available at https://www.newmediawire.com.

Curated from NewMediaWire

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NewsRamp Editorial Team

NewsRamp Editorial Team

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