Peapack Private Bank Appoints Paul F. Diamond as Senior Managing Director and Client Advisor

Paul F. Diamond, CFA, CFP, has been appointed as a Senior Managing Director and Client Advisor at Peapack Private Bank & Trust'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 high-net-worth and ultra-high-net-worth clients. This appointment signals Peapack Private's strategic focus on strengthening its advisory capabilities in a competitive wealth management landscape.

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 and leadership positions at Adherence Consulting Group, GFI Group, Merrill Lynch, and Deutsche Bank, showcasing a broad and deep understanding of the financial landscape. This diverse background equips him to address complex client needs across various market conditions.

Diamond's academic credentials include a Bachelor of Science in Accounting from West Virginia University, and he is a Chartered Financial Analyst (CFA) with memberships in the CFA Institute and the New York Society of Security Analysts (NYSSA). His FINRA Series 7, 55, and 63 licenses, along with his membership in the Global Association of Risk Professionals (GARP), further underscore his qualifications and commitment to excellence in the financial sector. These credentials align with Peapack Private's emphasis on rigorous professional standards in serving its clientele.

Peapack-Gladstone Financial Corporation, the parent company 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 renowned for its comprehensive financial, tax, fiduciary, and investment advice, catering to individuals, families, privately held businesses, family offices, and not-for-profit organizations. Diamond's appointment is a testament to the bank's dedication to enhancing its client advisory services and reinforcing its position as a leader in wealth management. The move comes as financial institutions increasingly compete for top talent to serve affluent clients seeking sophisticated, personalized financial strategies.