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Anne Smith
Portefeuillebeheerder-Aandelen bij Peapack-Gladstone Bank (Investment Management)
Profiel
Ms. Anne M.
Smith is a Senior Managing Director & Portfolio Manager at Peapack-Gladstone Bank.
She was part of Peapack Private Wealth Management.
She has over 30 years of experience in managing and growing investment portfolios for high-net-worth individuals and institutions.
Prior to joining Peapack-Gladstone Bank, Ms. Smith worked in municipal sales for R.
Seelaus & Company in Summit, New Jersey, for five years covering banks, funds and money managers.
She had previously been in Chicago, Illinois, where she worked in institutional municipal sales for Harris Bank for two years and traded municipal bonds for The Northern Trust Company for five years.
Ms. Smith began her career in Boston, Massachusetts, working on the institutional fixed income desk at Bank of Boston and then moving to start up a municipal sales desk for Fleet Bank in Boston.
She received a BA degree from Trinity College in Hartford, Connecticut, in 1981.
She holds a Series 7 license.
Actieve functies van Anne Smith
Bedrijven | Functie | Begin |
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Peapack-Gladstone Bank (Investment Management)
![]() Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. | Portefeuillebeheerder-Aandelen | 01-07-1999 |
Opleiding van Anne Smith
Trinity College (Connecticut) | Undergraduate Degree |
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Peapack-Gladstone Bank (Investment Management)
![]() Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. | Finance |