Peapack Private

Peapack Private, established in 2017, functions as a specialized wealth management division of Peapack-Gladstone Bank. The firm provides comprehensive financial, tax, fiduciary, and investment advisory services tailored for individuals, families, privately-held businesses, family offices, and not-for-profit organizations. By delivering customized portfolio strategies and corporate advisory solutions, the firm addresses complex financial needs across both business-to-business and business-to-consumer markets.

The organization maintains a robust operational footprint with 500-1,000 employees dedicated to delivering high-touch client service. Meet Peapack Private's team to understand the leadership and operational expertise driving their wealth management initiatives. Their service model emphasizes personalized legacy planning and strategic transition support, ensuring that clients receive bespoke investment management and banking solutions designed to facilitate long-term capital growth and preservation.

Operating within the competitive investment banking and finance sectors, Peapack Private differentiates itself through a commitment to middle-market advisory and strategic exit planning. The firm competes with established entities such as MAI Capital Management and Beacon Pointe, leveraging its deep industry knowledge to provide value-added services. By focusing on customized portfolio management and trust services, the company continues to expand its influence in the North American financial landscape, maintaining a strong commitment to operational excellence and client-centric financial stewardship.