Executive Moves: Banking and Finance (Tribal Capital Markets, Lakeland Bank and more)

Executive Moves is an occasional feature on ROI-NJ.com describing some of the important personnel changes in the New Jersey business community. Reports are based on news releases, edited for content, clarity and style.

Ian C. Burdette, Tribal Capital Markets LLC

Summit-based Tribal Capital Markets LLC has hired Ian C. Burdette as a senior managing director and head of trading and risk.

Burdette has an extensive background in financial markets and brings with him over twenty years of experience trading dollar-rate products, with a focus in the Agency and Supra/Sovereign debt markets. Burdette was most recently at Mizuho Securities USA, where he was the head of agency trading in the fixed income group.

He holds both the Chartered Financial Analyst and Chartered Market Technician designations.

Ellen Lalwani and J.D. Allen, Lakeland Bank

Thomas J. Shara, CEO and president of Lakeland Bank, is pleased to announce that Ellen Lalwani, executive vice president and chief retail officer, and J.D. Allen, vice president, finance, recently graduated from the American Bankers Association Stonier Graduate School of Banking held at the University of Pennsylvania.

“I strongly believe our staff members are the key to our success, so offering opportunities for our colleagues to expand their professional development is a top priority at Lakeland,” said Shara. “The Stonier Graduate School of Banking is an intensive three-year program that focuses on preparing students to be future industry leaders, and I congratulate Ellen and J.D. on their graduation from this prestigious school.”

Lalwani began her career with Lakeland Bank in 2008 as senior vice president, director of retail sales. She was promoted in January 2016 to first senior vice president, chief retail officer, and to her current position in October 2016. Allen began his career with Lakeland Bank in December 2014 based at corporate headquarters in Oak Ridge.

Bill Robb, Peapack-Gladstone Bank

Peapack-Gladstone Financial Corp. and Peapack-Gladstone Bank, based in Bedminster, announce the hiring of William M. “Bill” Robb as senior managing director and senior portfolio manager for Peapack Private, the wealth management division of the bank.

Robb joins Peapack Private from Glenmede Trust, where he managed portfolios for both high net worth families and nonprofit institutions. He will be based predominantly out of the Morristown location of Peapack Private Wealth Management.

“Bill has joined an experienced team of investment professionals charged with providing clients sound advice and the right investment solutions,” stated John Creamer, chief investment officer of Peapack Private. “We’re glad to have Bill join Peapack Private. His background and expertise in portfolio management and the complexities of wealth management bolsters and expands our client-facing team.”

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Robert Sammons, Brooks Insurance Agency

David Rosen, president of Brooks Insurance Agency, a Manalapan-based multiline wholesaler and broker, announced that Robert Sammons has joined the company as vice president and broker.

In his new role, Robert will be responsible for wholesale brokering and servicing small- and medium- sized retail agencies and brokers with a primary focus on Florida and the Southeast region.

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