Our People

Executive and Senior Leadership Client Advisors Client Service Family Office Services Investment management Trust & Fiduciary wealth administration Investment bankinG

wealth administration

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Amanda Pullizzi

Vice President

noah Struss

Financial Analyst

Jason A. CappA

Assistant Vice President

Jennifer Greenwood

Vice President

mark fox

Managing Director, Head of Wealth Operations

Jaime B.Szewczuk

Vice President

linda E. taquinto

Assistant Vice President

shane cox

Wealth Operations Assistant Manager

Sally yacoub

Wealth Management Systems Analyst

Robert j. scholz

Assistant Vice President

Please Note: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Peapack Private is engaged. No ranking or recognition should be construed as a current or past endorsement of Peapack Private.

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Amanda Pullizzi

Vice President

noah Struss

Financial Analyst

Noah Struss is a Financial Analyst at Peapack Private. Working out of the Bank’s Bedminster location, he provides monthly, quarterly and annual wealth revenue reporting as well as the analysis of data to paint a clear picture on performance. He also performs analysis on stock market and AUM data to track performance, in addition to booking revenue entries in the reconciliation of general ledger accounts.

Prior to joining Peapack Private, Noah assisted clients with cash management and created NAV reporting packages detailing their monthly profit and loss, account positions, fees and monthly accruals at U.S. Bancorp.

Noah holds a Bachelor of Science degree in Organization and Management studies with a minor in Business from Gettysburg College in Gettysburg, PA.

Jason A. CappA

Assistant Vice President

Jason A. Cappa is an Assistant Vice President, Senior Wealth Management Systems Analyst at Peapack Private. Based in Bedminster, NJ, he is a system administrator for wealth specific applications such as portfolio management, financial planning and client relationship management software. Jason works with recent business acquisitions to convert and integrate them onto uniform business applications. He is responsible for daily administration of wealth applications, provides training, and develops workflows and procedures for users of Tamarac, Salentica and E-money platforms.

Jason has 10 years of financial services experience with the Bank with roles in client service and Wealth Operations. Prior to that he served as Assistant Property Manager for Morgan Properties.

Mr. Cappa holds a Bachelor’s Degree in Electronic Media and Minor in Business Administration from Kutztown University in Pennsylvania. He holds a New Jersey Real Estate Sales License and USA Tackle Football coaching certification. Jason also volunteers as a youth football coach for the Townships of Springfield, Millburn and Short Hills.

Jennifer Greenwood

Vice President

mark fox

Head of Wealth Operations

Mark Fox is a Managing Director at Peapack Private. He is responsible for wealth operations, service delivery and vendor relationships for the division.

Mark joined Peapack Private in 2018 following a 17-year career at U.S. Trust Company in New York where he was the National Custody Executive in charge of the Personal Custody Department with over $50 billion in AUA’s. He also managed the Family Office Solutions Product Team which provided accounting, performance and treasury management services to the UHNW client segment. In these roles, Mark had responsibility for client service delivery, product management and product development across the U.S. Trust national footprint. Prior to joining U.S. Trust, Mark spent 11 years with Citi Private Bank. He began his career in private wealth management with J. Henry Schroder Bank in Manhattan.

Mark holds a B.A. Degree in Political Science from Columbia University. He currently serves on the board of The Masterwork Chorus, a non-profit community chorus of 100 members based in Morristown and has served in leadership roles on several other non-profit boards over the last 25 years.

Jaime B.Szewczuk

Vice President

Jaime Szewczuk is Vice President, Financial Analyst at Peapack Private. Based out of the Bank’s Bedminster location, she processes monthly and quarterly billing for all divisions of the Bank. Additionally, she analyzes information for Finance utilization in monthly and quarterly reporting.

Jaime has over 20 years of financial services experience previously serving as Client Service Officer at Lassus Wherley where for 15 years she processed quarterly billing and provided clients, advisors and CPA’s support for account openings, maintenance and cash needs while also providing direct client support.

Jaime holds a Bachelor of Science in Business Administration from the College of St. Elizabeth.

linda E. taquinto

Assistant Vice President

Linda E. Taquinto is an Assistant Vice President, Wealth Operations Manager, at Peapack Private. Linda has 36 years of financial services experience and is responsible for overseeing and performing daily tasks of the mutual fund as well as income collection of fee processing for the department. She evaluates and performs the work that needs to be accomplished and provides guidance for priority wealth management issues.

Prior to joining the Bank, Linda held positions at Town & Country Bank (Summit Bancorp); Prestige State Bank as Branch Manager, and at Advantage Bank. Roles at Peapack-Gladstone Ban included Branch Manager, Branch Administration, Peapack Private wealth Management Tax Department, and in her current position in Wealth Operations.

Linda is a member of the Bank’s LIFT Leadership Council. She is a graduate of the Atlantic School of Banking and attended Philadelphia College of the Arts (The University of the Arts) majoring in dance.

shane cox

Wealth Operations Assistant Manager

Shane Cox is a Wealth Operations Assistant Manager with Peapack Private. Based at the Bank’s Headquarters in Bedminster, New Jersey, Shane is responsible for maintaining client and investment data across the Bank’s core systems. She collaborates with the Bank’s investment, wealth, and client service personnel to ensure accurate and timely system updates and support.

Shane has 37 years of financial services experience at the Bank performing in various divisions and departments progressing from Bookkeeper/Proof Operator, Comptroller department, Trust Operations, Trust Administrative Assistant, and to her Current role in Trust Operations.

Wealth Management Systems Analyst

Sally Yacoub is a Wealth Management Systems Analyst at Peapack Private. Based out of the Bedminster, New Jersey office, she is responsible for posting transactions and the daily net settlement, as well as maintaining and assisting the billing and reconciliations for Peapack Private. In addition, Sally performs a daily reconciliation of sweep funds and processes all account closings.

Prior to joining Peapack Private, Sally held the title of Universal Banker at our Clinton location where she assisted clients and processed transactional financial requests, while providing the Bank’s white glove service.

Sally holds a Bachelor of Arts is History and Geography from Ain Shams University in Cairo, Egypt.

ROBERT J. SCHOLZ

Assistant Vice President, Business Analyst

Robert J. Scholz is an Assistant Vice President, Business Analyst at Peapack Private. Working out of the Bank’s Princeton location, he provides business analytics for investment management divisions of the Company.

With 33 years of financial services experience, prior to joining Peapack Private, Robert served as Operations Analyst at Princeton Portfolio Strategies Group where he performed business analytics for this boutique Registered Investment Advisor (RIA). Prior to that as Vice President, Trading and Investments at Princeton Capital Management, Inc., he performed investment analysis and trading for equity, fixed income/options and created new specific targeted funds to increase assets under management while also performing sales and marketing roles. He additionally served as Assistant Treasurer at Hornor, Townsend & Kent, LLC (The Penn Mutual Life Insurance Company); Manager, Mutual Funds and Portfolio Analysis at SEI Corp.; and Registered Representative/Wholesaler at Independence Capital Management (The Penn Mutual Life Insurance Company).

Mr. Scholz holds a Bachelors Degree in Business Management and French from Lynchburg College. He presently serves as Treasurer of his Homeowners Association.

Our People

wealth administration

Amanda Pullizzi

noah Struss

Jason A. CappA

Jennifer Greenwood

mark fox

Jaime B.Szewczuk

linda E. taquinto

shane cox

Sally yacoub

Robert j. scholz

The Weekly

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Amanda Pullizzi

noah Struss

Jason A. CappA

Jennifer Greenwood

mark fox

Jaime B.Szewczuk

linda E. taquinto

shane cox

Sally yacoub

ROBERT J. SCHOLZ