Peapack-Gladstone Bank Announces Promotions and New Hire

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Peapack-Gladstone Financial and Peapack-Gladstone Bank promoted Alexis Bachman to vice president and assistant BSA/AML officer at Peapack-Gladstone Bank, Annmarie Cogliati to vice president and client service team leader at Peapack Private Wealth Management, Santhosh Kankaria to assistant vice president and senior loan administrator at Peapack-Gladstone Bank, Ashley Rupp to officer and investment analyst at Peapack Private Wealth Management and Cintia Sousa to assistant vice president and human resources business partner at Peapack-Gladstone Bank. The company also hired Lisa Brandi as managing director and treasury and client service officer for Peapack Private.

Bachman will be responsible for the implementation of a system of internal controls for compliance with the Bank Secrecy Act, including SARS and anti-money laundering throughout the bank’s product and services lines, development of policies and standards for measuring compliance and the filing of applicable BSA reports. Bachman began her career at Peapack-Gladstone Bank in 2012, previously serving as assistant vice president and fraud/BSA/AML/wire analyst.

Brandi will be responsible for treasury management sales and client service for the bank’s expansion into the New York market. She will provide clients with cash management solutions and technologies.

Brandi has more than 16 years of experience in the financial services industry, previously serving as senior sales support manager at Capital One Bank, where she operated within a multifaceted sales leadership role, managed client experience and produced portfolio growth.  She collaborated cross-functionally and interdepartmentally to build long-term partnerships with treasury management, centralized account opening, sales operations and support, merchant services, underwriting and the escrow management teams.  Prior to that, she served as branch manager at Capital One Bank and vice president and branch manager at JPMorgan Chase.

Cogliati will manage a team of client service officers and supports wealth advisors and clients regarding account administration activities. Cogliati also will coordinate with other areas of Peapack Private Wealth Management and outside custodians in support of client assets.

Cogliati has more than 40 years of client service experience. Prior to working for Peapack Private, Cogliati was the operations coordinator/office manager at a FINRA-registered broker dealer and investment advisor for Merrion Financial Group in Westfield, NJ.  She also served as a facilities planner at Merrill Lynch in New York City and also in various positions at Salomon Brothers in New York.

Kankaria has seven years of financial services experience and will be responsible for training team members on the booking and servicing of residential and consumer loans and has represented loan operations on various operations-related projects.

Rupp will function as an equity analyst, collecting and performing research on investment in companies and partnering with managers and head analysts to generate investment ideas. Rupp has four years of financial services experience, previously serving at LVMH Perfumes & Cosmetics.

Sousa will be responsible for the employment and human resources needs of the bank’s retail division. Additionally, Sousa will be a co-facilitator of the bank’s white glove hospitality training, which includes serving as co-chair of the White Glove Service Champions, co-chair of the hospitality excellence committee and management of the White Glove High Five Awards program. Prior to Peapack-Gladstone Bank, Sousa served in various positions at Investors and Modern Bank.

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Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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