Bruce Severance
Portfolio Manager-Equities at Peapack-Gladstone Bank (Investment Management)
Profile
Mr. Malcolm B.
Severance is a Managing Director & Wealth Advisor at Peapack-Gladstone Bank.
Prior to joining the firm, Mr. Severance worked at Lucas Capital Management as a Portfolio Manager.
Prior to joining Lucas Capital Management, he spent eight years as one of five Portfolio Managers with H.
G.
Wellington on Wall Street.
Before that, he spent 16 years with Smith Barney/Shearson.
He started with Chase Manhattan Bank and had co-managed a family magazine subscription business.
He is a graduate of Rutgers University and did some graduate work at New York University.
Bruce Severance active positions
Companies | Position | Start |
---|---|---|
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. | Portfolio Manager-Equities | - |
Former positions of Bruce Severance
Companies | Position | End |
---|---|---|
Lucas Capital Management LLC
Lucas Capital Management LLC Investment ManagersFinance Lucas Capital Management LLC (LCM) is an independent investment advisory firm headquartered in Red Bank, New Jersey. The firm was founded by George B. Lucas and Russell J. Lucas in 1996. LCM provides investment advice to individual and institutional clients. | Portfolio Manager-Equities | 2021-03-28 |
H. G. Wellington Capital Management
H. G. Wellington Capital Management Investment ManagersFinance H.G. Wellington Capital Management is a wholly owned division of H.G. Wellington & Co., Inc. They manage equity, balanced and fixed-income portfolios for individuals and families, trusts and estates, foundations/endowments and retirement, pension and profit sharing plans. | Portfolio Manager-Equities | 2005-12-30 |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | 1996-12-31 |
Smith Barney Shearson, Inc. | Corporate Officer/Principal | - |
Training of Bruce Severance
Rutgers State University of New Jersey | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
H. G. Wellington Capital Management
H. G. Wellington Capital Management Investment ManagersFinance H.G. Wellington Capital Management is a wholly owned division of H.G. Wellington & Co., Inc. They manage equity, balanced and fixed-income portfolios for individuals and families, trusts and estates, foundations/endowments and retirement, pension and profit sharing plans. | 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 |
Lucas Capital Management LLC
Lucas Capital Management LLC Investment ManagersFinance Lucas Capital Management LLC (LCM) is an independent investment advisory firm headquartered in Red Bank, New Jersey. The firm was founded by George B. Lucas and Russell J. Lucas in 1996. LCM provides investment advice to individual and institutional clients. | Finance |
Smith Barney Shearson, Inc. | Finance |
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