Greg Allison, CFP®, Enhances Peapack Private's Wealth Management Division
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, CFP®, to their wealth management division as a senior managing director and portfolio manager. Based in the Summit wealth office, Allison's extensive experience in both public and private markets is expected to significantly benefit the bank's clientele.
Allison's career spans over twenty years, during which he has developed and managed investment solutions for some of the most prestigious firms in the industry. His most recent position was at J.P. Morgan Private Bank in Austin, Texas, where he served as a vice president and private banker, managing ultra-high-net-worth client relationships. Prior to that, he was the director of wealth management at Austin Asset, overseeing assets under management exceeding $1.3 billion, and the director of portfolio management at RegentAtlantic (Corient), where he was responsible for assets over $6 billion.
A graduate of Texas Tech University with a Bachelor of Science in personal financial planning, Allison is a Certified Financial Planner™ Practitioner and holds several licenses, including SEI, Series 7, and 65. His involvement in various boards, such as the Texas Tech Personal Financial Planning Alumni Association and the Travis County Parks Foundation, 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 addition of Allison to their team is a testament to the bank's dedication to providing top-tier financial advice and solutions to its clients. For more information about Peapack Private Bank & Trust, visit https://www.peapackprivate.com.
Curated from NewMediaWire
