Greg Allison has been appointed as a senior managing director and portfolio manager at Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust, marking a significant addition to their wealth management division. Allison brings a wealth of experience from his roles in both public and private markets, including his tenure at J.P. Morgan Private Bank in Austin, Texas, where he specialized in managing ultra-high-net-worth client relationships. His expertise in financial analysis, research, trading, and operations is expected to contribute significantly to the Summit wealth office's capabilities.
Prior to joining Peapack, Allison led a centralized investment team at Austin Asset, overseeing assets in excess of $1.3 billion. His role as director of portfolio management at RegentAtlantic (Corient) further demonstrates his ability to manage complex investment portfolios, having been responsible for over 1,500 clients and assets under management exceeding $6 billion. These accomplishments underscore Allison's proficiency in developing and managing world-class investment solutions, aligning with Peapack Private Bank & Trust's commitment to providing customized and innovative financial solutions.
Allison's academic background includes a Bachelor of Science in personal financial planning from Texas Tech University. He is a Certified Financial Planner™ Practitioner and holds SEI, Series 7, and 65 licenses. His active involvement with the Texas Tech Personal Financial Planning Alumni Association and the Travis County Parks Foundation reflects his dedication to professional development 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 to benefit from Allison's extensive experience and expertise. This strategic hire underscores the bank's focus on expanding its wealth management division and enhancing its service offerings to individuals, families, and organizations. For more information, visit https://www.peapackprivate.com.
