Richard B. Barfuss
Membro del Comitato di Investimento presso Peapack-Gladstone Bank (Investment Management)
Profilo
Mr. Richard B.
Barfuss is a Senior Managing Director & Portfolio Manager at Peapack-Gladstone Bank.
He is a member of the Private Wealth Management Investment Strategy Committee and assists the portfolio managers with the analysis and implementation of outside investment managers, fixed income relative value analysis, and trading.
Additionally, he is a member of Peapack-Gladstone Bank’s Investment Committee, and built the framework of the Bank’s relationship profitability model.
In his prior role at the firm, Mr. Barfuss was the Director of Asset/Liability Management where he managed the interest rate risk and liquidity position of the Bank’s balance sheet and also managed the Bank’s fixed income investment securities portfolio.
He has purchased and sold approximately $1.5 billion of fixed income securities on behalf of the Bank since 2010.
He also has extensive modeling and analytical experience and sat on both the Bank’s Loan and Deposit Pricing Committees.
Before joining the Bank in April 2010, Mr. Barfuss was the Vice President of Financial Services for Weichert Commercial Brokerage where he analyzed and modeled both lease and acquisition/disposition scenarios for Weichert’s team of commercial brokers and their respective clients.
He graduated with distinction in Economics from Middlebury College in May of 2003.
Posizioni attive di Richard B. Barfuss
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. | Membro del Comitato di Investimento | 01/04/2010 |
Formazione di Richard B. Barfuss
Middlebury College | Undergraduate Degree |
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 | 1 |
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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 |
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