Donna Mitchell St. Amant
Gestor de Cartera-Acciones en Peapack-Gladstone Bank (Investment Management) .
Perfil
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.
Cargos activos de Donna Mitchell St. Amant
Empresas | Cargo | Inicio |
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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. | Gestor de Cartera-Acciones | - |
Antiguos cargos conocidos de Donna Mitchell St. Amant.
Empresas | Cargo | 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. | Gestor de Cartera-Acciones | 28/01/2021 |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Prudential Securities | Corporate Officer/Principal | - |
Formación de Donna Mitchell St. Amant.
Villanova University | Undergraduate Degree |
Columbia Business School | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas cotizadas | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Empresas privadas | 4 |
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Prudential Securities | 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 |
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 |
Merrill Lynch & Co., Inc. | Finance |
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