Gary Walker
Senior Managing Director at Peapack-Gladstone Bank Private Banking since 1921
- Role
- Senior Managing Director at Peapack Private Bank & Trust
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
About Gary Walker
Gary joined Peapack-Gladstone Bank (PGB) in September of 2016. PGB Wealth Management & …
Experience
Senior Managing Director
Oct 2016 — Present · Morristown, NJ, US
As a Senior Managing Director, Wealth Private Banker for the wealth management division of Peapack-Gladstone Bank, I am the lead point of contact for the Bank\'s new and existing individual client relationships in the development and coordination of comprehensive wealth management plans, offering the Bank\'s full array of customized, private banking services. In working with individuals and family relationships, I am responsible for implementing and monitoring comprehensive estate, tax and financial planning while providing the Bank\'s one-touch client experience.
Education
New York University
Master of Laws (LL.M.), Taxation
1988 — 1991
Boston College Law School
Doctor of Law (JD), Estate Planning and Tax Law
1980 — 1983
Manhattan University
Bachelor of Science (BS)
1976 — 1980
Skills
- Trusts
- Investments
- Financial Services
- Financial Planning
- Jd; Ll.m. in Taxation; Certified Financial Planner
- Estate and Trust Administration
- Asset Allocation
- Finance
- Financial Advisory
- Asset Management
- Wealth Management
- Financial Analysis
- Estate Planning
- Public Speaking
- Tax Planning
- Retirement Planning
- Accounting
- Portfolio Management
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