Bill Robb
Analyst-Equity bei Peapack-Gladstone Bank (Investment Management)
Profil
Mr. William M.
Robb is a Senior Managing Director & Portfolio Manager at Peapack-Gladstone Bank.
In addition to managing and growing investment portfolios for high-net-worth individuals and institution, he also functions as the Equity Analyst for the consumer staples sector.
With more than 20 years of experience in investment management, he has a deep expertise on a broad range of complex wealth management issues.
Prior to joining Peapack-Gladstone Bank in July 2018, Mr. Robb worked as a Vice President and Portfolio Manager at Glenmede Trust.
Prior to that, he was an Associate Client Manager for Cornerstone Advisors, a multi-family office in Bellevue, Washington.
He began his career in the private wealth management group at Morgan Stanley.
He earned a Bachelor of Arts degree in Government from Hamilton College, Clinton, New York and an M.B.A.
from the Amos Tuck School of Business at Dartmouth College.
Aktive Positionen von Bill Robb
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Analyst-Equity | 01.07.2018 |
Ausbildung von Bill Robb
| Hamilton College (New York) | Undergraduate Degree |
| Tuck School of Business at Dartmouth | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |