David Fullam

Managing Director, Portfolio Manager at Peapack-Gladstone Bank

David Fullam, MBA has a diverse work experience in the financial industry. David started their career at Bankers Life and Casualty Company as a Licensed Insurance Agent, where they gained experience in communicating complex information to clients and managing client portfolios. David then joined Peapack-Gladstone Bank Private Banking since 1921 as an Assistant Cashier/Investment Analyst, before being promoted to AVP, Portfolio Manager, and eventually to Managing Director, Portfolio Manager. David is currently responsible for managing portfolios and providing investment advice to clients at Peapack-Gladstone Bank. David also worked at Murphy Capital Management Inc as a Portfolio Manager and later as a Managing Director, Portfolio Manager. Throughout their career, David has developed expertise in portfolio management, financial planning, compliance, and customer service.

David Fullam, MBA, completed their Master of Business Administration (MBA) with a specialization in Finance at the University of Hartford from 2016 to 2019. Prior to that, they earned their Bachelor's Degree in Economics and Finance from the same university, graduating in 2014.

In addition to their academic achievements, David Fullam has obtained several certifications. In July 2019, they obtained the Series 65 - Uniform Securities Act certification from the NASAA. In August 2015, they acquired the Producer's Life, Accident and Health Insurance License from the Connecticut & New Jersey Insurance Department.

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Timeline

  • Managing Director, Portfolio Manager

    April, 2020 - present

  • AVP Portfolio Manager

    June, 2016

  • Assistant Cashier Investment Analyst

    February, 2015