John Joseph Capodici
Gestore di Portafoglio-Azioni presso Peapack-Gladstone Bank (Investment Management)
Profilo
Mr. John J.
Capodici is a Senior Managing Director & Portfolio Manager at Peapack-Gladstone Bank.
He has considerable tenure in the financial services industry; for more than thirty years, he has advised and invested on behalf of high net worth individuals and family groups located across the United States and abroad.
Mr. Capodici was Partner and an Investments and Wealth Advisor at Princeton Portfolio Strategies Group (PPSG) prior to joining Peapack Private Wealth Management.
He strives to enhance the financial well-being of clients by developing customized investment portfolios based on their unique parameters for risk, return and liquidity.
Prior to joining PPSG in 2015, He served as Managing Director and Senior Investment Advisor at Wilmington Trust Investment Management, where he was also a member of the portfolio team responsible for Wilmington’s Enhanced Dividend Income, Dividend Growth and Core strategies.
Before that, he was Senior Vice President of Investments at Metlife Trust Company and he served in similar capacities at other firms including Sturdivant & Company.
He received his undergraduate degree in Political Science and an MBA from Rutgers University.
Posizioni attive di John Joseph Capodici
Società | Posizione | Inizio |
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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 John Joseph Capodici
Società | Posizione | Fine |
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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. | Gestore di Portafoglio-Azioni | - |
Formazione di John Joseph Capodici
Rutgers State University of New Jersey | 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
Aziende private | 2 |
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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 |
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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