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PPB Capital Partners Expands Operations Team as Demand Grows

calendar_today September 23, 2020

PPB Capital Partners, LLC (“PPB” or the “Firm”), a provider of alternative investment solutions and streamlined processing for wealth advisors, announced the hiring of Carson Coyle to the role of Vice President of Fund Operations. Coyle brings almost a decade of experience in fund operations and client service, and a track record of delivering process-driven results. 

“As PPB grows and expands its fund platform for RIAs, Bank Wealth Groups, and Multi-Family Offices, we carefully networked with trusted relationships to find an A+ performer to add to our existing fund operations team.  Specifically, someone who would not only bring expertise and experience in the alternative space, but also has strong leadership skills, a passion for client service, and an entrepreneurial drive to feed PPB’s growth,” said Kate Reilly, Chief Operating Officer. “I’m excited to welcome Carson to our team and look forward to supporting his professional growth for years to come.”

Prior to joining PPB, Coyle spent 8 years at SEI in Oaks, Pennsylvania where he supervised a team of operational and administrative professionals in the Fund Operations Investor Servicing department.  Coyle was recognized by SEI as a Shining Star and demonstrated excellence as a member of SEI’s Best Practice Team.  Coyle is a graduate of Loyola University in Maryland.

“PPB’s growth strategy is centered around increasing access to alternative investment funds that address the needs of wealth advisors and their clients, as well as helping firms manage their operational processes,” said Brendan W. Lake, Founder, President & CEO of PPB Capital Partners. “Reaching our vision requires a team that understands advisors’ needs and is committed to making the operational process as streamlined as possible. Relationships and superior service have been huge drivers of our success.  Carson’s commitment to client relationships and his knowledge of the operational intricacies of alternative investments ensure that we have the resources to support our wealth advisor clients.”