Greg Allison, CFP®, Joins Peapack Private Bank & Trust to Strengthen Wealth Management Division

Greg Allison, a Certified Financial Planner™ with extensive experience in wealth management, has joined Peapack Private Bank & Trust as a senior managing director and portfolio manager. His role, based in the Summit wealth office, is expected to significantly bolster the bank's wealth management division. Allison's career spans over twenty years, during which he has developed and managed investment solutions for high-net-worth individuals and families, as well as institutional clients.

Before joining Peapack Private, Allison served as a vice president and private banker at J.P. Morgan Private Bank in Austin, Texas, where he managed ultra-high-net-worth client relationships. His previous positions include director of wealth management at Austin Asset, where he oversaw assets exceeding $1.3 billion, and director of portfolio management at RegentAtlantic (Corient), managing over $6 billion in assets. Allison's expertise in financial analysis, research, and trading, combined with his leadership roles, makes him a valuable addition to Peapack Private.

Allison's academic background includes a Bachelor of Science in personal financial planning from Texas Tech University. He holds several professional licenses and is actively involved in community service, serving on the boards of the Texas Tech Personal Financial Planning Alumni Association and the Travis County Parks Foundation. His commitment to financial planning and client service aligns with Peapack Private's mission to provide customized and innovative wealth management solutions.

Peapack-Gladstone Financial Corporation, the parent company of Peapack Private Bank & Trust, reported total assets of $7.2 billion and assets under management and/or administration of $12.3 billion as of June 30, 2025. The bank's wealth management division is renowned for its comprehensive financial, tax, fiduciary, and investment advice, catering to individuals, families, and not-for-profit organizations. For more information, visit https://www.peapackprivate.com.