![Lisa Chalkan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Net worth: 1 M $ as of 2026-06-29
Lisa P.
Chalkan is Executive Vice President-Chief Credit Officer at Peapack-Gladstone Financial Corp.
since 2015.
Ms. Chalkan is Secretary at Union County Economic Development Corp.
(New Jersey).
Ms. Chalkan is Chief Credit Officer & Executive Vice President at Peapack Private Bank & Trust since 2015, with the title starting in 2016.
Former positions include Vice President & Underwriting Manager at FleetBoston Financial Corp., Manager-Risk Review Field at HSBC Bank USA, NA, Manager-Risk Review Field at HSBC Securities, Inc., and Senior Vice President & Head of Commercial Policy at Capital One, NA. Education includes undergraduate studies at Rutgers State University of New Jersey.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2026-06-28 | 26,576 ( 0.15% ) | 1 M $ | 2026-06-29 |
| Companies | Position | Start |
|---|---|---|
| PEAPACK-GLADSTONE FINANCIAL CORPORATION | Corporate Officer/Principal | 2015-03-31 |
Peapack-Gladstone Bank
 Peapack-Gladstone Bank Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | 2015-04-12 |
Union County Economic Development Corp. (New Jersey)
 Union County Economic Development Corp. (New Jersey) Local AgenciesGovernment Local agency | Corporate Secretary | - |
| Companies | Position | End |
|---|---|---|
HSBC Securities, Inc.
 HSBC Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
FleetBoston Financial Corp.
 FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Corporate Officer/Principal | - |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector. | Corporate Officer/Principal | - |
Capital One, NA
 Capital One, NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 8 |
|---|---|
Peapack-Gladstone Financial Corp.
 Peapack-Gladstone Financial Corp. Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Finance |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector. | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HSBC Securities, Inc.
HSBC Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Capital One, NA
Capital One, NA Major BanksFinance Provides banking services | Finance |
Union County Economic Development Corp. (New Jersey)
Union County Economic Development Corp. (New Jersey) Local AgenciesGovernment Local agency | Government |
Peapack-Gladstone Bank
Peapack-Gladstone Bank Regional BanksFinance State chartered commercial bank | Finance |
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