Jim Kearney
Head of Private Banking at Peapack-Gladstone Bank (Investment Management)
Profile
Mr. James E.
Kearney is a Managing Principal & Head of Wealth Management at Peapack-Gladstone Bank.
He helps clients and their families reach their retirement and legacy goals by providing comprehensive personal financial planning advice.
By combining a forward looking strategy, a focus on details, and an awareness of risks, he has been successfully advising clients for over 20 years.
Mr. Kearney works closely with clients’ other advisors while coordinating their plan, leaving valuable time for clients to focus on their careers, families and leisure activities.
He is also a member of the American Bankers Association/Institute for Certified Bankers.
Mr. Kearney is a former Co-Founder of Quadrant Capital Management, acquired by Peapack-Gladstone Bank in 2017.
Prior to founding Quadrant, he worked in private banking at JP Morgan, Merrill Lynch and State Street Bank & Trust Company.
He was a past Chairman and President of the New Jersey chapter of the Financial Planning Association (FPA).
He has a BA from the University of Vermont and is a Certified Financial Planner professional and a Certified Trust and Financial Advisor.
Jim Kearney active positions
| Companies | Position | Start |
|---|---|---|
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. | Head of Private Banking | 01/01/2020 |
Former positions of Jim Kearney
| Companies | Position | End |
|---|---|---|
Quadrant Capital Management LLC
 Quadrant Capital Management LLC Investment ManagersFinance Quadrant Capital Management LLC (QCM) is a SEC-registered investment advisor headquartered in Fairfield, New Jersey. The firm was founded in 2001 by Jeffrey Fisher and James Kearney. In 2017, they became a subsidiary of Peapack-Gladstone Bank, which is owned by Peapack-Gladstone Financial Corporation. (NASDAQ: PGC). QCM provides advisory services individuals and high net-worth individuals, charitable organizations, and corporations or other businesses. | Founder | 01/01/2020 |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Corporate Officer/Principal | 31/12/2000 |
| New Jersey Chapter | Corporate Officer/Principal | - |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Training of Jim Kearney
| University of Vermont | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | 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 |
| New Jersey Chapter | |
Quadrant Capital Management LLC
Quadrant Capital Management LLC Investment ManagersFinance Quadrant Capital Management LLC (QCM) is a SEC-registered investment advisor headquartered in Fairfield, New Jersey. The firm was founded in 2001 by Jeffrey Fisher and James Kearney. In 2017, they became a subsidiary of Peapack-Gladstone Bank, which is owned by Peapack-Gladstone Financial Corporation. (NASDAQ: PGC). QCM provides advisory services individuals and high net-worth individuals, charitable organizations, and corporations or other businesses. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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