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PPB Announces New Joint Venture with Gondola Capital, Formerly of Hatteras Funds

calendar_today June 14, 2019

PPB Capital Partners is pleased to welcome a new collaborative partnership with Gondola Capital. PPB is excited for this new venture with Gondola, based in Vail, CO and Raleigh, NC., as they share PPB’s passion for alternative investments and a commitment to providing unparalleled service to wealth advisors across the United States.  Together, PPB and Gondola Capital will join forces to enhance relations with advisors, helping clients differentiate and strengthen their portfolios with access to unique and specialized alternative investments.

Working Together

With a focus on business development and investor relations, working together, PPB and Gondola will expand their reach and national footprint, while enhancing that same white-glove service PPB has earned its reputation for providing to its valued wealth advisor base.  As Brendan Lake, Founder, President and CEO shares, “we look forward to collaborating with the professionals at Gondola. In the highly nuanced RIA world, Gondola launches with a deep perspective and strong foundation, and ability to represent PPB’s intense focus on relationships and service. We feel PPB’s chemistry with Gondola will prove to be a successful combination.” 

Gondola is equally enthusiastic about partnering with PPB.   “Working with wealth managers, consultants, and family offices, the mission of Gondola Capital is to help our clients differentiate their investment allocations with unique deal flow.  PPB is an ideal partner, as they set the standard in sourcing top-tier alternative investment solutions,” added Casey Brunner, CIMA, Co-Founder and Managing Director of Gondola. “This alignment is fitting, as both our firms are 100% focused on providing best-of-class service and support to our valued mutual clients.”

The PPB Solution

Founded in 2008, with a 10+ year operating history and having successfully navigated the financial crisis, PPB Capital Partners has spent this past decade perfecting a simple approach to solving the challenges the RIA community faces in the alternative space.  PPB’s solution is two-fold:

• Operations- Saving RIAs time and money by streamlining back office operations with a unique, customized, white-glove service, unseen in the industry.
• Fiduciary- Creating single purpose feeder funds and custom fund of funds working with niche managers rarely seen by high net worth advisors. PPB gives the same type of access that large bulge bracket firms and institutions offer at significantly lower fees, often 50% lower than other platforms.

Gondola Capital 

For more information on Gondola Capital, visit gondolacapital.com

About Casey Brunner, CIMA – Co-Founder & Managing Partner, Gondola Capital  

Prior to co-founding Gondola Capital, Casey accumulated 20 years of experience in finance and asset management. With a focus on business development and investor relations, the majority of his career has been at Morgan Stanley Investment Management, The Rock Creek Group and Hatteras Funds. Casey has enjoyed forging strong relationships with many of the largest RIAs, Family Offices and Consultants in the country; he has always focused on helping these capital advisors differentiate and strengthen their portfolios with access to unique and specialized alternative investments. Casey earned his BS at The Kelley School of Business at Indiana University and earned his MBA at The Kellogg School of Management at Northwestern University. He obtained his Certified Investment Management Analyst designation at The Wharton School of Business at the University of Pennsylvania. Casey resides in Vail, CO with his wife and three children. Together they are active members of their church and enjoy living the mountain lifestyle. His favorite places to conduct client meetings are on a chairlift or gondola.

About Michael F. Lee, Jr., CAIA – Co-Founder & Managing Partner, Gondola Capital

As co-founder of Gondola Capital, Michael prides himself on the unmatched commitment and focus he gives each client to ensure their goals are met. Prior to incepting Gondola, Michael played an instrumental role in the success and growth of Hatteras Funds for nearly a decade as a Partner and Executive Director.  In addition, Michael was previously Senior Vice President at Direxion Investments in New York City.  His passion for alternative investments and looking after the best interest of his clients within the private wealth channel is what has led to forging meaningful relationships with many of the leading RIAs, family offices, and consultants across the United States. Michael earned his Bachelor of Science in Business Administration from Rider University in Lawrenceville, NJ. He also obtained the Chartered Alternative Investment Analyst designation (CAIA) in 2011, along with completing various other industry related continuing education courses. In 2008, Michael moved from New Jersey to Raleigh, North Carolina and officially considers himself a southerner. As an avid soccer player in his youth, Michael holds close to his heart the opportunity to coach his son’s youth NCFC soccer team. When he is not on the soccer field, you can find him planning his next outdoor adventure which could be anything from hiking in Telluride to body surfing on Long Beach Island with his family.