Paul F. Diamond, CFA, CFP, has been named a Senior Managing Director and Client Advisor at Peapack Private Bank & Trust's wealth division, bringing over 25 years of financial services expertise to the bank. His background in portfolio management, relationship management, and risk management is poised to enrich the bank's services for high-net-worth and ultra-high-net-worth clients.
Prior to his new role, Diamond served as an executive director at JP Morgan Private Bank, where he played a key role in managing client relationships and devising tailored financial solutions. His career also includes significant positions at PNC Wealth Management, Adherence Consulting Group, GFI Group, Merrill Lynch, and Deutsche Bank, highlighting his comprehensive grasp of the financial sector.
Diamond holds a Bachelor of Science in Accounting from West Virginia University and is a Chartered Financial Analyst (CFA). His professional credentials include FINRA Series 7, 55, and 63 licenses, and he is a member of the CFA Institute, the New York Society of Security Analysts (NYSSA), and the Global Association of Risk Professionals (GARP).
Peapack-Gladstone Financial Corporation, the parent of Peapack Private Bank & Trust, reported total assets of $7.1 billion and assets under management and/or administration of $11.8 billion as of March 31, 2025. The bank's wealth management division is known for offering a wide range of financial, tax, fiduciary, and investment advisory services to a diverse clientele, including individuals, families, privately held businesses, family offices, and not-for-profit organizations. Diamond's appointment underscores the bank's commitment to strengthening its client advisory services and maintaining its leadership in wealth management.
