Donna Mitchell St. Amant
Portfolio Manager-Aktien bei Peapack-Gladstone Bank (Investment Management)
Profil
Ms. Donna M.
St. Amant is a Managing Director & Portfolio Manager at Peapack-Gladstone Bank.
She advises clients on portfolio construction, investment implementation, and management.
She has spent over 20 years working in the financial industry and has a strong track record of building extensive client relationships.
She has focused much of her career on wealth management, fixed income credit product, and marketing and relationship management.
Ms. St. Amant was previously employed as a Managing Director & Portfolio Manager by Point View Wealth Management, Inc., and a Principal by Prudential Securities.
Prior to joining Point View, she held senior positions at Bank of America Securities and Merrill Lynch.
She has previously served as Treasurer of the Summit Junior Fortnightly Club, a local charity organization, and Treasurer of the Summit Franklin School Parent Teacher Organization.
She received her MBA from Columbia Business School and her Bachelor’s degree in Business Administration, with a concentration in Finance, from Villanova University.
Aktive Positionen von Donna Mitchell St. Amant
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. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von Donna Mitchell St. Amant
Unternehmen | Position | Ende |
---|---|---|
Point View Wealth Management, Inc.
Point View Wealth Management, Inc. Investment ManagersFinance Point View Wealth Management, Inc. (PVWM) is a wealth management firm headquartered in Summit, New Jersey. The firm was founded in 1993 by David Dietze as Point View Financial Services, Inc. They were acquired by Peapack Gladstone Bank in 2019. PVWM provides advisory services to individual and institutional clients. | Portfolio Manager-Aktien | 28.01.2021 |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Prudential Securities | Corporate Officer/Principal | - |
Ausbildung von Donna Mitchell St. Amant
Villanova University | Undergraduate Degree |
Columbia Business School | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private Unternehmen | 4 |
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Point View Wealth Management, Inc.
Point View Wealth Management, Inc. Investment ManagersFinance Point View Wealth Management, Inc. (PVWM) is a wealth management firm headquartered in Summit, New Jersey. The firm was founded in 1993 by David Dietze as Point View Financial Services, Inc. They were acquired by Peapack Gladstone Bank in 2019. PVWM provides advisory services to individual and institutional clients. | Finance |
Prudential Securities | Finance |
Merrill Lynch & Co., Inc. | Finance |
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 |