Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust have announced the addition of Greg Allison to their wealth management division as a senior managing director and portfolio manager. This strategic hire is expected to bolster the bank's capabilities in serving ultra-high-net-worth individuals and families, leveraging Allison's deep expertise in financial analysis, research, and portfolio management.
Allison's career is marked by significant achievements, including his tenure at J.P. Morgan Private Bank in Austin, Texas, where he managed relationships with ultra-high-net-worth clients. His leadership at Austin Asset, overseeing assets exceeding $1.3 billion, and his role as director of portfolio management at RegentAtlantic (Corient), managing over 1,500 clients and assets under management exceeding $6 billion, demonstrate his ability to navigate the complexities of large-scale investment portfolios.
Educated at Texas Tech University with a Bachelor of Science in personal financial planning, Allison is a Certified Financial Planner™ Practitioner and holds SEI, Series 7, and 65 licenses. His active involvement in the Texas Tech Personal Financial Planning Alumni Association and the Travis County Parks Foundation reflects his dedication to both professional excellence and community service.
Peapack Private Bank & Trust, with total assets of $7.2 billion and assets under management and/or administration of $12.3 billion as of June 30, 2025, is poised for further growth in its wealth management division. Allison's role is critical in advancing the bank's mission to deliver customized and innovative financial solutions. For more information, visit https://www.peapackprivate.com.
The addition of Greg Allison to Peapack-Gladstone Financial Corporation's team is a testament to the bank's strategic focus on attracting top talent to enhance its wealth management offerings. His proven track record in managing substantial assets and developing tailored investment strategies is expected to provide significant value to the bank's clients, reinforcing its position as a leader in the wealth management sector.
