We have been clients of Peapack Private since 2015. Over the years, our relationship
has only gotten stronger. We have a solid team in Vernon Cole, Antonio Martins,
and Annette Tucker, who look after our portfolio. We receive timely, constant, and
proactive advice regarding our portfolio, including market opportunities and risks.
We make sure to speak at least quarterly with the team, and in advance of our
meetings, we receive clear and concise reports analyzing our holdings, together with
recommendations for the months ahead. In addition, the team at Peapack Private
is always looking to support other areas that are important for our financial well-being, such as insurance, estate planning, medical coverage, and tax planning. We have recommended Peapack Private to our friends and are very pleased with what we view as a well-aligned partnership.
Alan Schwarz, Peapack Private client since 2015
