Peapack-Gladstone Financial Corporation and Peapack-Gladstone Bank announce the appointment of James H. Caulfield to the position of Senior Managing Director and Trust Officer, Wealth Management. Caulfield will be instrumental in growing the bank’s wealth management business providing personalized client service while guiding new and existing clients through overall wealth advisory services and solutions, according to an annoucement from the bank.
Caulfield will be a part of the bank’s new high-touch, private banking team located at 300 Carnegie Center in Princeton.
A resident of Pennington, NJ, with his wife Meg and two children, Caulfield has worked in the financial services industry for 40 years. Most recently, he was Senior Vice President, Senior Trust Officer at U.S. Trust Company, Bank of America where he was instrumental in establishing the New Jersey market and presence. Previously, he served as Senior Vice President at CoreStates/New Jersey National Bank/Wells Fargo. Caulfield has a solid track record of personal client service and providing wealth management strategies for the high-net-worth market, according to information from Peapack-Gladstone Bank.
Caulfield graduated from the Trust Management School at Northwestern University and National Graduate Trust School of Northwestern University. He earned a Bachelor of Arts degree in Economics from Davis & Elkins College in West Virginia and completed graduate work in Economics at the University of Bridgeport.
Caulfield is a certified Trust and Financial Advisor and IRA Services Professional and member of the Mercer County Estate Planning Council where he previously served as president. Caulfield was on the Board of Trustees of the Community Foundation of New Jersey and currently is the Chairman of the Mercer County Foundation Board.
Previously, he served as a member of Pennsylvania Bankers Association and Director of the Central Atlantic School of Trust. He presently is on the Board of Trustees for the New Jersey Bankers Association, Trust Division, where he previously served as president. Caulfield is on the Board of the Trustees for the Holy Spirit Radio, WISP and Trustee for the Boys and Girls Foundation where he previously served as president of the Club. He is on the Board of Trustees of the Penn Brook Swim Club and past Treasurer.
Caulfield also has served on the Board of Trustees for Goodwill Industries of Southern New Jersey; the Alzheimer’s Association, Greater New Jersey Chapter; Hopewell Valley Soccer Association; and Finance & Legacy Committees for St. James Church, Pennington, according to information from Peapack-Gladstone Bank.
Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) is a New Jersey bank holding company with total assets of $2.25 billion as of March 31, 2014. Founded in 1921, Peapack-Gladstone Bank is a commercial bank that provides innovative private banking services to businesses, non-profits and consumers which help them to establish, maintain and expand their legacy. Through its private banking locations in Bedminster, Morristown, Princeton and Teaneck, its wealth management division, and its branch network and online platforms, Peapack-Gladstone Bank offers a commitment to client service, according to information from the bank.