Greg Allison Joins Peapack Private Bank & Trust to Strengthen Wealth Management Division
Greg Allison, a seasoned wealth management professional, has joined Peapack Private Bank & Trust as a senior managing director and portfolio manager, bringing over two decades of experience to enhance the bank's wealth management services.
Greg Allison, CFP®, has recently joined Peapack Private Bank & Trust's wealth management division as a senior managing director and portfolio manager, marking a significant addition to the bank's team. With a robust background in managing high-net-worth client relationships and overseeing substantial assets, Allison's expertise is expected to bolster the bank's wealth management offerings. His previous roles at J.P. Morgan Private Bank and Austin Asset, where he managed assets worth billions, underscore his capability in financial analysis, research, and operations.
Allison's arrival at Peapack Private Bank & Trust is timely, as the bank continues to expand its wealth management services. His experience in both public and private markets, coupled with his proficiency in financial planning, positions him as a valuable asset to the bank and its clients. The bank, with assets under management and/or administration of $12.3 billion as of June 30, 2025, is poised to further enhance its client-centric approach with Allison's leadership in the Summit wealth office.
The significance of this appointment lies in the potential for Allison to drive innovation and growth within Peapack Private Bank & Trust's wealth management division. His track record of developing world-class investment solutions and managing diverse family relationships aligns with the bank's commitment to providing customized and innovative financial solutions. For more information about Peapack Private Bank & Trust, visit https://www.peapackprivate.com.
Allison's educational background, including a Bachelor of Science degree in personal financial planning from Texas Tech University, and his active involvement in various boards and foundations, further highlight his dedication to the field of wealth management. His role at Peapack Private Bank & Trust is not just a career move but a testament to the bank's ongoing efforts to attract top-tier talent to serve its clients better.