| Name | Title | Contact Details |
|---|---|---|
Gaurav Kapil |
Senior Director Information Security | Profile |
First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming.
Peapack Private Bank & Trust is a boutique private bank and bank holding company based in New Jersey, established in 1921. It offers a range of services including private banking, wealth management, and trust services, primarily targeting high-net-worth individuals, businesses, and non-profits in the NY Tri-State area. The bank operates 16 retail branches and several private banking offices across New Jersey and New York. The bank emphasizes a client-centric approach, providing customized solutions through a single point of contact. Its key offerings include commercial and retail private banking, personalized money management, estate planning, and corporate advisory services. Peapack Private Bank & Trust is committed to integrity, trust, and data security, managing approximately $11.9 billion in assets and maintaining a strong liquidity position. The leadership team is focused on expanding the banks presence and enhancing service delivery in a competitive market.
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