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Alan Michael Moucha
Portfolio Manager-Equities at Peapack-Gladstone Bank (Investment Management)
Alan Michael Moucha active positions
Companies | Position | Start | End |
---|---|---|---|
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-Equities | 01/07/2021 | - |
Career history of Alan Michael Moucha
Former positions of Alan Michael Moucha
Companies | Position | Start | End |
---|---|---|---|
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Investment Committee Member | 01/07/1999 | - |
Portfolio Manager-Equities | 01/07/1999 | - | |
Princeton Portfolio Strategies Group LLC
![]() Princeton Portfolio Strategies Group LLC Investment ManagersFinance Princeton Portfolio Strategies Group LLC (PPSG) is an investment advisory firm headquartered in Princeton, New Jersey. The firm was founded by Robert Hoffman in 2011 and is a subsidiary of Peapack-Gladstone Financial Corp. PPSG provides wealth and portfolio management services to individuals and families, trusts and estates, charitable organizations, qualified retirement plans, other business entities, and family offices and other wealth advisers. | Analyst-Equity | 01/04/2013 | - |
Portfolio Manager-Equities | 01/04/2013 | - | |
Investment Counsel Co. | Corporate Officer/Principal | - | - |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Portfolio Manager-Equities | - | - |
Sturdivant & Co., Inc.
![]() Sturdivant & Co., Inc. Investment ManagersFinance Founded in 1988, Sturdivant & Co., Inc. is a full service asset management and brokerage firm located in Voorhees, New Jersey. They have an additional office in Chicago | Portfolio Manager-Equities | - | - |
Jamison, Eaton & Wood, Inc.
![]() Jamison, Eaton & Wood, Inc. Investment ManagersFinance Founded in 1972, Jamison, Eaton & Wood, Inc. is an independent registered investment advisor firm located in Bedminster, New Jersey with an additional office in Princeton, New Jersey. They provide services to pension and profit sharing plans, foundations, endowments, Taft Hartley funds, corporate investors and individual investors. | Portfolio Manager-Equities | 12/10/2010 | - |
Portfolio Manager-Fixed Income | 12/10/2010 | - |
Training of Alan Michael Moucha
University of South Florida | Masters Business Admin |
Statistics
International
United States | 9 |
Operational
Portfolio Manager-Equities | 6 |
Portfolio Manager-Fixed Income | 1 |
Investment Committee Member | 1 |
Sectoral
Finance | 8 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private companies | 6 |
---|---|
Jamison, Eaton & Wood, Inc.
![]() Jamison, Eaton & Wood, Inc. Investment ManagersFinance Founded in 1972, Jamison, Eaton & Wood, Inc. is an independent registered investment advisor firm located in Bedminster, New Jersey with an additional office in Princeton, New Jersey. They provide services to pension and profit sharing plans, foundations, endowments, Taft Hartley funds, corporate investors and individual investors. | Finance |
Sturdivant & Co., Inc.
![]() Sturdivant & Co., Inc. Investment ManagersFinance Founded in 1988, Sturdivant & Co., Inc. is a full service asset management and brokerage firm located in Voorhees, New Jersey. They have an additional office in Chicago | 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 |
Investment Counsel Co. | Finance |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Princeton Portfolio Strategies Group LLC
![]() Princeton Portfolio Strategies Group LLC Investment ManagersFinance Princeton Portfolio Strategies Group LLC (PPSG) is an investment advisory firm headquartered in Princeton, New Jersey. The firm was founded by Robert Hoffman in 2011 and is a subsidiary of Peapack-Gladstone Financial Corp. PPSG provides wealth and portfolio management services to individuals and families, trusts and estates, charitable organizations, qualified retirement plans, other business entities, and family offices and other wealth advisers. | Finance |
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