Peapack-Gladstone Financial and Peapack Private, a division of Peapack-Gladstone Bank, hired Kevin D. Casey as a managing principal. Casey, now the head of sales and relationship management with the wealth management division, will lead business development, growth and profitability while supporting the company’s wealth advisors in delivering service and satisfaction to both current and future clients. Casey will also be responsible for expanding Peapack Private’s footprint through recruiting and the expansion of new business development opportunities.
Casey brings approximately 25 years of financial services leadership experience to Peapack Private, previously serving as managing director, head of national sales and business development at JP Morgan Chase, New York City, with a focus on overall strategy, business client segmentation, revenue creation, advisor recruiting and growth. Additional roles at the company included managing director, chief operating officer and head of field leadership; head of investment solutions teams and advisory programs; and as regional director. Prior to that, Casey served in a variety of senior leadership and management roles in capital markets, national sales, product development and field management. He also held positions at TD Bank Wealth Management, Citigroup and Morgan Stanley in New York.
Casey holds a Bachelor of Arts Degree in political science from Villanova University and is an executive education-securities industry institute graduate from the University of Pennsylvania, Wharton School of Business. He holds FINRA Series 7, 9, 10, 24, 51, 53, 55, 63 and 65 Licenses as well as National Futures Association Interest Rate Futures and Swaps AP registration and State of New Jersey Insurance Life, Health, and Variable lines. Kevin is an Accredited Investment Fiduciary (AIF) and is a member of the SIFMA Advisory Roundtable, Money Management Institute, Family Office Association and Bond Club of New York.
