Sarah A. Krieger

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.

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.

Part of Native Nations Securities, Freeman Securities Co., Inc. provides investment banking and broker/dealer services. The company is based in Jersey City, NJ. Freeman Securities Co. was acquired by Native Nations Securities on January 10, 2001.

Part of CNB Financial Corp. (Pennsylvania), CNB Bank is a financial institution based in Clearfield, PA. CNB Bank offers a range of personal and business banking services, including checking and savings accounts, loans, credit cards, and convenience services such as online banking and mobile banking. The bank also provides investment and wealth management services through its subsidiary, 1865 Wealth Advisors. CNB Bank is committed to diversity, equity, and inclusion and is actively involved in the community through various initiatives. The company was founded in 1865, and Michael D. Peduzzi has been the CEO of the company since 2022.

The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK)