Paul F. Diamond, CFA, CFP Joins Peapack Private Bank & Trust to Strengthen Wealth Division
Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust have announced the addition of Paul F. Diamond to their wealth division as a Senior Managing Director and Client Advisor. Based in Morristown, NJ, Diamond’s extensive experience in portfolio management, relationship management, and risk management is expected to significantly benefit the bank’s high-net-worth and ultra-high-net-worth clients.
Diamond’s career spans over two decades in the financial services industry, including notable positions at JP Morgan Private Bank and PNC Wealth Management. His expertise in developing customized investment strategies and managing client relationships aligns with Peapack Private’s commitment to providing tailored financial solutions. Diamond’s academic background includes a Bachelor of Science in Accounting from West Virginia University, and he holds prestigious certifications such as the Chartered Financial Analyst (CFA) designation.
The appointment of Diamond underscores Peapack Private Bank & Trust’s dedication to enhancing its wealth management offerings. With assets under management and/or administration totaling $11.8 billion as of March 31, 2025, the bank continues to focus on delivering comprehensive financial, tax, fiduciary, and investment advice to its clients. Diamond’s role is pivotal in furthering the bank’s mission to help individuals, families, and organizations establish and expand their financial legacies.
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