FAQ: Greg Allison, CFP®, Joins Peapack Private's Wealth Management Division

Who is Greg Allison?

Greg Allison is a Certified Financial Planner™ Practitioner with over two decades of experience in wealth management, specializing in financial analysis, research, trading, and operations for ultra-high-net-worth clients and institutions.

What position has Greg Allison taken at Peapack Private?

Greg Allison has joined Peapack Private Bank & Trust as a senior managing director and portfolio manager in the wealth management division, based in the Summit wealth office.

What experience does Greg Allison bring to Peapack Private?

Greg brings experience from J.P. Morgan Private Bank, Austin Asset, and RegentAtlantic (Corient), managing significant assets and leading investment teams, with a focus on ultra-high-net-worth clients and diverse family relationships.

What are Greg Allison’s qualifications?

He holds a Bachelor of Science in personal financial planning from Texas Tech University, is a Certified Financial Planner™ Practitioner, and possesses SEI, Series 7, and 65 licenses.

What is Peapack Private Bank & Trust?

Peapack Private Bank & Trust is a commercial bank offering customized banking, wealth management, and investment solutions, with a strong focus on client service and legacy building for individuals, families, and institutions.

How can I contact Peapack Private for more information?

For more information, contact Denise Pace-Sanders, SVP Managing Principal, Brand and Marketing Director, at [email protected] or (908) 470-3322.

Where is Greg Allison based in his new role?

Greg Allison is based out of Peapack Private’s Summit wealth office.

What is the significance of Greg Allison joining Peapack Private?

His addition strengthens Peapack Private’s wealth management division with his extensive experience in managing high-net-worth client relationships and significant assets, enhancing the bank’s service offerings.