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Another Wealth Management Hire At New Jersey Bank Holding Firm

Eliane Chavagnon Editor - Family Wealth Report April 4, 2014

Another Wealth Management Hire At New Jersey Bank Holding Firm

Peapack-Gladstone Bank has hired Wendy O'Ree as senior managing director of wealth. As reported by Family Wealth Report yesterday, the bank has also hired Peter Wallburg as a senior managing director of wealth management.

Peapack-Gladstone Bank has hired Wendy O'Ree as senior managing director of wealth. As reported by Family Wealth Report yesterday, the bank has also appointed Peter Wallburg as a senior managing director of wealth management.

O'Ree has worked in the financial services industry for 26 years - most recemtly as vice president and regional banking director for the NJ, CT, NYC and Westchester markets at BNY Mellon, where she advised high net worth clients.

Prior to BNY Mellon, she was a vice president of sales and marketing at Global Crossing and, earlier, held sales and client management positions at RR Donnelley Financial, NASDAQ-AMEX Market Group and Fleet Bank.

Peapack-Gladstone Financial Corporation is a New Jersey bank holding company with total assets of $1.97 billion as of December 31, 2013. The firm has private banking locations in Bedminster, Morristown, Princeton and Teaneck.

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