by Rosanne Schwab
NEW PROVIDENCE — Lisa Berry, a resident of New Providence, has joined PGB Trust & Investments, the wealth management division of Peapack-Gladstone Bank, as vice president and wealth advisor.
Berry joins PGB Trust & Investments from U.S. Trust, Bank of America Private Wealth Management where she served as vice president and trust officer. She began her career at Chase Manhattan Bank, N.A. and is a graduate of the management development program. Berry has also served as vice president, relationship manager at Wachovia Bank, N.A.; vice president, trust development officer at PNC Bank, N.A.; and vice president, relationship manager at Citibank Private Bank. With over 25 years of wealth management experience, she is now part of the team responsible for the bank’s wealth advisory services and solutions.
Berry received her Bachelor of Arts degree from Douglass College, Rutgers University, New Brunswick. She obtained a certificate for financial planning at the College for Financial Planning in Denver, Colorado and holds the national designation of CTFA (certified trust and financial advisor). Berry served for five years on the nonprofit board of the Partnership for Philanthropy and was an honorary board member for the Cape May Jazz festival. Berry has also served as a volunteer at the Summit Speech School and has participated in the Ride for Autism. She enjoys cycling, kayaking, music and violin.
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