Alan Michael Moucha
Gestore di Portafoglio-Azioni presso Peapack-Gladstone Bank (Investment Management)
Profilo
Mr. Alan M.
Moucha, CFA MBA, is a Senior Managing Director & Portfolio Manager at Peapack-Gladstone Bank.
Mr. Moucha was previously a Partner and Investments and Wealth Advisor at Princeton Portfolio Strategies Group (PPSG).
He worked closely with a wide range of clients to develop investment solutions that reflect their individual situations and secure their long-term financial success.
Before joining PPSG, he was Senior Vice President and a member of the Investment Strategy Group of Jamison, Eaton & Wood, where he was responsible for equity and fixed income research and portfolio management for a diverse client base.
Prior to that, he worked at U.S.
Trust Company, Sturdivant & Company, The Investment Counsel Company and North Carolina National Bank.
He graduated from the University of South Florida with a BA degree in Finance and an MBA in Finance and Economics.
He is a Chartered Financial Analyst.
Posizioni attive di Alan Michael Moucha
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/07/2021 |
Precedenti posizioni note di Alan Michael Moucha
| Società | Posizione | Fine |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Membro del Comitato di Investimento | - |
Princeton Portfolio Strategies Group LLC
 Princeton Portfolio Strategies Group LLC Investment ManagersFinance Princeton Portfolio Strategies Group LLC (PPSG) is an investment advisory firm headquartered in Princeton, New Jersey. The firm was founded by Robert Hoffman in 2011 and is a subsidiary of Peapack-Gladstone Financial Corp. PPSG provides wealth and portfolio management services to individuals and families, trusts and estates, charitable organizations, qualified retirement plans, other business entities, and family offices and other wealth advisers. | Analyst-Equity | - |
| Investment Counsel Co. | Corporate Officer/Principal | - |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Gestore di Portafoglio-Azioni | - |
Sturdivant & Co., Inc.
 Sturdivant & Co., Inc. Investment ManagersFinance Founded in 1988, Sturdivant & Co., Inc. is a full service asset management and brokerage firm located in Voorhees, New Jersey. They have an additional office in Chicago | Gestore di Portafoglio-Azioni | - |
Formazione di Alan Michael Moucha
| University of South Florida | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Aziende private | 6 |
|---|---|
Jamison, Eaton & Wood, Inc.
 Jamison, Eaton & Wood, Inc. Investment ManagersFinance Founded in 1972, Jamison, Eaton & Wood, Inc. is an independent registered investment advisor firm located in Bedminster, New Jersey with an additional office in Princeton, New Jersey. They provide services to pension and profit sharing plans, foundations, endowments, Taft Hartley funds, corporate investors and individual investors. | Finance |
Sturdivant & Co., Inc.
Sturdivant & Co., Inc. Investment ManagersFinance Founded in 1988, Sturdivant & Co., Inc. is a full service asset management and brokerage firm located in Voorhees, New Jersey. They have an additional office in Chicago | 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 |
| Investment Counsel Co. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Princeton Portfolio Strategies Group LLC
Princeton Portfolio Strategies Group LLC Investment ManagersFinance Princeton Portfolio Strategies Group LLC (PPSG) is an investment advisory firm headquartered in Princeton, New Jersey. The firm was founded by Robert Hoffman in 2011 and is a subsidiary of Peapack-Gladstone Financial Corp. PPSG provides wealth and portfolio management services to individuals and families, trusts and estates, charitable organizations, qualified retirement plans, other business entities, and family offices and other wealth advisers. | Finance |
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