Stephen Kozuch
About Stephen Kozuch
Stephen Kozuch serves as the Senior Managing Director of Wealth Management at Peapack-Gladstone Bank Private Banking, where he has worked since 2011. He has extensive experience in the wealth management sector, including previous roles at Bessemer Trust and U.S. Trust, and holds degrees in Accounting and Law.
Work at Peapack-Gladstone Bank
Stephen Kozuch serves as the Senior Managing Director of Wealth Management at Peapack-Gladstone Bank, a position he has held since 2011. His role involves overseeing wealth management services and strategies for clients. He is based in Bedminster, New Jersey, where he contributes to the bank's commitment to private banking since its establishment in 1921. Kozuch's responsibilities include client acquisition and retention, as well as strategic business planning tailored to the wealth management sector.
Previous Experience at Bessemer Trust
Prior to his current position, Stephen Kozuch worked as a Client Account Manager at Bessemer Trust from 1989 to 1997. During his eight years in this role, he was based in New York, New York. His experience at Bessemer Trust provided him with a solid foundation in client management and wealth advisory services, which he has built upon throughout his career.
Experience at U.S. Trust
Stephen Kozuch held the position of Market Trust Executive at U.S. Trust from 2002 to 2011. In this role, he worked for nine years, focusing on trust and estate tax planning within the wealth management framework. His experience at U.S. Trust further enhanced his expertise in managing client relationships and developing tailored financial strategies.
Education and Expertise
Stephen Kozuch earned a Bachelor of Science in Accounting from Saint Peter's University, completing his studies from 1980 to 1984. He furthered his education at Seton Hall University School of Law, where he obtained a Doctor of Jurisprudence from 1990 to 1994. His academic background in accounting and law supports his expertise in trust and estate tax planning, which is integral to his role in wealth management.
Professional Networking and Strategic Planning
In his professional capacity, Stephen Kozuch engages in networking activities aimed at enhancing client acquisition and retention strategies. He is actively involved in strategic business planning within the wealth management sector, focusing on developing effective approaches to meet client needs and improve service delivery.