Vernon Cole has been working as a Managing Director, Wealth Advisor at Peapack-Gladstone Bank for 8 months. Peapack-Gladstone Bank is part of the Banking industry, and located in New Jersey, United States.
Vernon Cole
Managing Director, Wealth Advisor at Peapack-Gladstone Bank
® ) designation. She also received the Accredited Investment Fiduciary® (AIF®) designation from fi360. Michelle currently holds the Series 7, Series 27, Series 28, Series 63, Series 66, Property and Casualty and Life and Health licensing. Prior to founding Newport Capital Group, Michelle was an Investment Management Analyst for Smith Barney. While at Smith Barney, Michelle was responsible for researching and analyzing the performance of money management firms. Michelle’s responsibilities also included the ongoing monitoring of portfolios, completing statistical probability analysis on diversified asset classes and hedging equity positions with an array of option strategies. Michelle currently serves as an Advisory Board Member for the DiLella School of Real Estate at Villanova University and a member of the Board of Trustees for Springpoint Senior Living where she Chairs the Compensation Committee and sits on the Investment Committee and the Audit and Compliance Committee. She is a former Board Member of the Monmouth Day Care Center and enjoys assisting local charities with fund raising events. Other not-for-profits Michelle supports are Deborah Heart and Lung Center, St. Jude Children’s Research Hospital and The Alzheimer’s Association.Read More
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Vernon Cole Work Experience and Education
According to ZoomInfo records, Vernon Cole`s professional experience began in 1997. Since then Vernon has changed 5 companies and 5 roles. Currently, Vernon Cole works as a Managing Director, Wealth Advisor at Peapack-Gladstone Bank.
Education
Bachelor of Economics
Rutgers University-New BrunswickMaster of Business Administration - Certificate Program, Finance
Rutgers University - Center for Management DevelopmentBoard Memberships & Affiliations
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The FPAOrg Chart - Peapack-Gladstone Bank
Vernon Cole
Managing Director, Wealth Advisor
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Recent News About Vernon Cole
Rockefeller Capital Management :: Global Family Office
Vernon Cole Vice President , Client Advisor Vernon C. Cole , CFP® is a Vice President and Client Advisor in the Wealth Advisory Group of Rockefelle...Nov 22, 2018
Rockefeller & Co. :: Wealth Advisory
Vernon Cole Vice President , Client Advisor Vernon C. Cole is a Vice President and Client Advisor in the Wealth Advisory Group of Rockefeller & Co...Dec 8, 2017
Rockefeller & Co. :: Wealth Advisory
Vernon Cole Vice President , Client Advisor Vernon C. Cole is a Vice President and Client Advisor in the Wealth Advisory Group of Rockefeller & Co...May 18, 2017
Rockefeller & Co. :: Wealth Advisory
Vernon Cole Vice President , Client Advisor Vernon C. Cole is a Vice President and Client Advisor in the Wealth Advisory Group of Rockefeller & Co...Feb 26, 2017
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® ) designation. She also received the Accredited Investment Fiduciary® (AIF®) designation from fi360. Michelle currently holds the Series 7, Series 27, Series 28, Series 63, Series 66, Property and Casualty and Life and Health licensing. Prior to founding Newport Capital Group, Michelle was an Investment Management Analyst for Smith Barney. While... at Smith Barney, Michelle was responsible for researching and analyzing the performance of money management firms. Michelle’s responsibilities also included the ongoing monitoring of portfolios, completing statistical probability analysis on diversified asset classes and hedging equity positions with an array of option strategies. Michelle currently serves as an Advisory Board Member for the DiLella School of Real Estate at Villanova University and a member of the Board of Trustees for Springpoint Senior Living where she Chairs the Compensation Committee and sits on the Investment Committee and the Audit and Compliance Committee. She is a former Board Member of the Monmouth Day Care Center and enjoys assisting local charities with fund raising events. Other not-for-profits Michelle supports are Deborah Heart and Lung Center, St. Jude Children’s Research Hospital and The Alzheimer’s Association.Read More