Anne Smith

Anne Smith

Gestore di Portafoglio-Azioni presso Peapack-Gladstone Bank (Investment Management)

Finance
Consumer Services

Profilo

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.

Posizioni attive di Anne Smith

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/07/1999
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Formazione di Anne Smith

Trinity College (Connecticut) Undergraduate Degree

Esperienze
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Aziende private

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