Donna Mitchell St. Amant
Gestionnaire de Portefeuille-Actions chez 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.
Postes actifs de Donna Mitchell St. Amant
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. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Donna Mitchell St. Amant
Sociétés | Poste | Fin |
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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. | Gestionnaire de Portefeuille-Actions | 28/01/2021 |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Prudential Securities | Corporate Officer/Principal | - |
Formation de Donna Mitchell St. Amant
Villanova University | Undergraduate Degree |
Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Entreprise privées | 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 |