Bill Robb
Analyst-Equity chez 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.
Postes actifs de Bill Robb
Sociétés | Poste | Début |
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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. | Analyst-Equity | 01/07/2018 |
Formation de Bill Robb
Hamilton College (New York) | Undergraduate Degree |
Tuck School of Business at Dartmouth | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 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 |