Paul F. Diamond, CFA, CFP, has recently joined Peapack Private Bank & Trust as a Senior Managing Director and Client Advisor, marking a significant addition to the bank's wealth division. With a career spanning over 25 years in the financial services industry, Diamond's expertise in portfolio management, relationship management, and risk management is expected to bolster the bank's offerings to its high-net-worth and ultra-high-net-worth clients.
Before joining Peapack Private, Diamond held the position of executive director at JP Morgan Private Bank, where he was instrumental in managing client relationships and providing customized financial solutions. His previous roles include senior investment manager at PNC Wealth Management, where he specialized in developing tailored investment strategies, and leadership positions at Adherence Consulting Group, GFI Group, Merrill Lynch, and Deutsche Bank.
Diamond's academic credentials include a Bachelor of Science degree in Accounting from West Virginia University. He is a Chartered Financial Analyst (CFA) and holds memberships with the CFA Institute and the New York Society of Security Analysts (NYSSA). Additionally, he possesses FINRA Series 7, 55, and 63 licenses and is a member of the Global Association of Risk Professionals (GARP).
This appointment underscores Peapack Private Bank & Trust's commitment to strengthening its wealth management division with seasoned professionals. Diamond's extensive experience and proven track record in delivering bespoke financial advice and solutions align with the bank's client-centric approach, promising to enhance its service offerings and support clients in achieving their financial goals.
