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. Allison, a Certified Financial Planner™ Practitioner with extensive experience in both public and private markets, will be based out of the organization’s Summit wealth office. His expertise in financial analysis, research, trading, and operations is expected to significantly benefit the bank's clientele.
Allison's career spans over twenty years, during which he has developed and managed world-class investment solutions for top firms. Prior to joining Peapack Private, he 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 and a diverse range of family relationships. His previous roles include director of wealth management at Austin Asset, where he led a team responsible for assets under management exceeding $1.3 billion, and director of portfolio management at RegentAtlantic (Corient), overseeing assets under management exceeding $6 billion.
A graduate of Texas Tech University with a Bachelor of Science degree in personal financial planning, Allison holds SEI, Series 7, and 65 licenses. His professional affiliations include membership on the board of directors of the Texas Tech Personal Financial Planning Alumni Association and the Travis County Parks Foundation, as well as former treasurer and board member of the Environmental Endowment for New Jersey.
Peapack Private Bank & Trust, a subsidiary of Peapack-Gladstone Financial Corporation, is known for its client-centric approach to banking and wealth management. With total assets of $7.2 billion and assets under management and/or administration of $12.3 billion as of June 30, 2025, the bank offers comprehensive financial, tax, fiduciary, and investment advice to individuals, families, and organizations. Allison's appointment underscores the bank's commitment to providing high-quality, customized wealth management solutions. For more information, visit https://www.peapackprivate.com.
