Profiel
Elaine Fisher Phipps worked as a Managing Director & Portfolio Manager at Peapack-Gladstone Bank (Investment Management) from 2013 to 2023.
Prior to that, she worked as a Managing Director & Portfolio Manager at Point View Wealth Management, Inc. She completed her undergraduate degree from the College of the Holy Cross (Massachusetts) and earned an MBA from The Leonard N Stern School of Business in 1992.
Eerdere bekende functies van Elaine Fisher Phipps
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 01-05-2023 |
Point View Wealth Management, Inc.
 Point View Wealth Management, Inc. Investment ManagersFinance Point View Wealth Management, Inc. (PVWM) is a wealth management firm headquartered in Summit, New Jersey. The firm was founded in 1993 by David Dietze as Point View Financial Services, Inc. They were acquired by Peapack Gladstone Bank in 2019. PVWM provides advisory services to individual and institutional clients. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Elaine Fisher Phipps
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
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| Bedrijven in privébezit | 2 |
|---|---|
Point View Wealth Management, Inc.
Point View Wealth Management, Inc. Investment ManagersFinance Point View Wealth Management, Inc. (PVWM) is a wealth management firm headquartered in Summit, New Jersey. The firm was founded in 1993 by David Dietze as Point View Financial Services, Inc. They were acquired by Peapack Gladstone Bank in 2019. PVWM provides advisory services to individual and institutional clients. | Finance |
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 |
