Paul Diamond
Delivering integrated credit, investment, and multigenerational estate‑focused strategies for business owners and affluent families.
- Role
- Senior Managing Director - Banker at Peapack Private Bank & Trust
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
About Paul Diamond
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. As a Senior Managing Director and Banker at Peapack Private Bank & Trust, I draw from a tremendous depth of experience in wealth planning, portfolio management and alternative investments to help highly successful individuals and families navigate the complexity inherent in optimizing assets for generations to come.My foundational belief is that each person’s situation is unique, and I follow a consultative and holistic approach honed over my 30-plus year career, listening carefully to how my clients describe short- and long-term goals, future aspirations, risk tolerance and family dynamics. I formulate comprehensive wealth plans intended to achieve objectives and harness Peapack Private’s expansive capabilities across the financial spectrum—investments, estate planning, lending, philanthropy and day-to-day banking. I couple a dedication to clients’ success with an ability to explain sophisticated strategies in a straightforward manner, which have made me a sought-after and trusted advisor.
Experience
Senior Managing Director - Banker
May 2025 — Present · Morristown, NJ, US
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. As a Senior Managing Director and Banker at Peapack Private Bank & Trust, I draw from a tremendous depth of experience in wealth planning, portfolio management and alternative investments to help highly successful individuals and families navigate the complexity inherent in optimizing assets for generations to come.My foundational belief is that each person’s situation is unique, and I follow a consultative and holistic approach honed over my 30-plus year career, listening carefully to how my clients describe short- and long-term goals, future aspirations, risk tolerance and family dynamics. I formulate comprehensive wealth plans intended to achieve objectives and harness Peapack Private’s expansive capabilities across the financial spectrum—investments, estate planning, lending, philanthropy and day-to-day banking. I couple a dedication to clients’ success with an ability to explain sophisticated strategies in a straightforward manner, which have made me a sought-after and trusted advisor.
Education
West Virginia University
Bachelor of Science (B.S.), Accounting and Finance
Skills
- Derivatives
- Financial Risk
- Portfolio Management
- Asset Management
- Front Office
- Management
- Microsoft Excel
- Etfs
- Financial Accounting
- Equities
- Asset Allocation
- Mutual Funds
- Risk Management
- Research
- Unified Managed Accounts
- Excel
- Proposal Writing
- Capital Markets
- Securities
- Investment Management
- Budgeting
- Hedge Funds
- Financial Services
- Alternative Investments
- Trading Systems
- Options
- Valuation
- Trading
- Investment Banking
- Budgets
- Finance
- Fixed Income
- Investments
- Financial Reporting
- Market Analysis
- Sound
- Investor Relations
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