Gary Walker

Gary Walker Email and Phone Number

Senior Managing Director @ Peapack-Gladstone Bank Private Banking since 1921
Morristown, NJ, US
Gary Walker's Location
Morristown, New Jersey, United States, United States
Gary Walker's Contact Details
About Gary Walker

Gary joined Peapack-Gladstone Bank (PGB) in September of 2016. PGB Wealth Management & Private Banking offers a single source for investment management (individuals, foundations and endowments); financial, retirement and estate planning; fiduciary services as an executor and/or trustee; and charitable planning.Prior to joining PGB, Gary was a Vice President (Wealth Advisor & Relationship Manager) at Glenmede Trust Company, N.A. for 10 years. Prior to joining Glenmede, Gary spent 20 years in the private practice of law, most of those years as a shareholder/director at the law firm of Herold and Haines in Warren, NJ. He specialized in estate planning and tax law, trust and estate administration, and related litigation. Gary was a Special Agent in the FBI prior to entering the private practice of law.Gary has been a board member of various charitable organizations such as the Somerset Hills YMCA in Basking Ridge, NJ; the Mid-Jersey Chapter of the National Multiple Sclerosis Society (of which he was also Chairman of the Board) for central NJ; and the Somerset Hills Handicapped Riding Center in Tewksbury, NJ. He is currently on the Board of Trustees of the Estate Planning Council of Northern New Jersey, and is a member of the Bergen County Estate Planning Council.

Gary Walker's Current Company Details
Peapack-Gladstone Bank Private Banking since 1921

Peapack-Gladstone Bank Private Banking Since 1921

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Senior Managing Director
Morristown, NJ, US
Website:
peapackprivate.com/investment-banking
Employees:
5
Gary Walker Work Experience Details
  • Peapack-Gladstone Bank Private Banking Since 1921
    Senior Managing Director
    Peapack-Gladstone Bank Private Banking Since 1921
    Morristown, Nj, Us
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  • Peapack-Gladstone Bank Private Banking Since 1921
    Senior Managing Director
    Peapack-Gladstone Bank Private Banking Since 1921 Oct 2016 - Present
    Morristown, New Jersey
    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.
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  • Glenmede Trust Company
    Vice President, Wealth Advisory
    Glenmede Trust Company 2006 - 2016
    Morristown, Nj
    As the primary contact on complex accounts, I was responsible for developing and maintaining client relationships with high-net-worth individuals and families through the delivery of thoughtful wealth management advice and solutions in the areas of wealth transfer, fiduciary, financial and charitable planning. With the belief that each relationship is unique, I partnered with clients, portfolio managers and outside advisors to ensure a unified experience, tailored to the needs of each client.
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  • Herold And Haines, P.A.
    Law Firm Partner
    Herold And Haines, P.A. 1990 - 2006
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  • Young, Rose & Millspaugh, Pc
    Law Firm Associate
    Young, Rose & Millspaugh, Pc 1987 - 1990
    Roseland, Nj
  • Federal Bureau Of Investigation (Fbi)
    Special Agent
    Federal Bureau Of Investigation (Fbi) 1985 - 1987
    Alexandria, Virginia
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Gary Walker Skills

Financial Planning Estate Planning Wealth Management Financial Services Trusts Public Speaking Finance Portfolio Management Financial Analysis Asset Management Retirement Planning Accounting Estate And Trust Administration Tax Planning Investments Financial Advisory Asset Allocation

Gary Walker Education Details

Frequently Asked Questions about Gary Walker

What company does Gary Walker work for?

Gary Walker works for Peapack-Gladstone Bank Private Banking Since 1921

What is Gary Walker's role at the current company?

Gary Walker's current role is Senior Managing Director.

What is Gary Walker's email address?

Gary Walker's email address is ga****@****lub.com

What is Gary Walker's direct phone number?

Gary Walker's direct phone number is +190834*****

What schools did Gary Walker attend?

Gary Walker attended New York University, Boston College Law School, Manhattan College.

What skills is Gary Walker known for?

Gary Walker has skills like Financial Planning, Estate Planning, Wealth Management, Financial Services, Trusts, Public Speaking, Finance, Portfolio Management, Financial Analysis, Asset Management, Retirement Planning, Accounting.

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