Claire Toth
About Claire Toth
Claire Toth serves as the Managing Principal and Senior Wealth Strategist at Peapack-Gladstone Bank Private Banking, where she has worked since 2021. She holds a JD from the University of Chicago Law School and specializes in financial planning with a focus on tax implications and strategies for women in life transitions.
Work at Peapack-Gladstone Bank
Claire Toth serves as the Managing Principal and Senior Wealth Strategist at Peapack-Gladstone Bank Private Banking, a position she has held since 2021. In this role, she focuses on providing comprehensive financial planning strategies, particularly emphasizing tax implications. Her expertise aids clients in navigating complex financial landscapes, ensuring they receive tailored advice suited to their individual needs.
Education and Expertise
Claire Toth holds a Juris Doctor (JD) from the University of Chicago Law School, where she studied from 1979 to 1982. She also earned a Master of Laws in Taxation (MLT) from Georgetown University Law Center between 1985 and 1987. Additionally, she obtained an AB in Psychology from the University of Chicago, completing her studies from 1976 to 1980. This diverse educational background supports her specialization in financial planning and tax law.
Background
Prior to her current role, Claire Toth worked as Of Counsel at Herold and Haines, P.A. from 1996 to 1999. Her experience in the legal field, combined with her financial expertise, allows her to provide clients with informed strategies that consider both legal and financial aspects of wealth management.
Achievements
Claire Toth actively contributes to the non-profit sector, using her financial knowledge to support community initiatives. She engages in public speaking, sharing her insights on financial planning and tax issues. Additionally, she has participated in webinars, including one focused on strategies for paying for college, demonstrating her commitment to educating others on financial matters.
Specialization in Financial Planning for Women
Claire Toth specializes in financial planning tailored specifically for women facing life transitions, such as widowhood or divorce. Her approach addresses the unique challenges these women encounter, providing them with comprehensive strategies to manage their financial futures effectively.