• Alternative Investments

PPB Capital Partners Welcomes Michael McDonough as Director, Advisor Relations

calendar_today December 3, 2020

Conshohocken, Pa.–(BUSINESS WIRE)–PPB Capital Partners (“PPB or “the Firm”), a provider of alternative investment solutions and streamlined processing for wealth advisors, is pleased to announce that Michael McDonough has joined the team as Director, Advisor Relations effective December 1, 2020.

“The addition of Mike to PPB’s Advisor Relations’ team further demonstrates our commitment and dedication to supporting the wealth advisor community as they implement alternative investment solutions across their clients’ portfolios,” remarked Brendan Lake, Founder, President and CEO. He further commented, “We are excited to have Mike working with us to better serve the complex needs of RIAs, Family Offices, and Bank Wealth & Trust firms nationwide.”

McDonough brings over 17 years of experience building relationships across channels, with an emphasis on RIAs and Family Offices. Prior to joining PPB, McDonough spent three years at Virtus Real Estate Capital a Private Real Estate manager based in Austin, TX where he was responsible for relationship development and brand expansion within the Southeast and Midwest. Before joining Virtus, McDonough spent nine years with Hatteras Funds in Raleigh, NC where he held various business development roles including Director, Inside Sales, Regional Director, West Coast and Regional Director, Southeast.

“PPB’s future is centered around increasing awareness of the entire alternative investment asset class among wealth advisors and their clients,” added Lake. “Having a talented and experienced team is critical to offering white-glove, personalized service to wealth advisors as they look for alternative investment solutions for their clients. Mike’s experience and knowledge of alternative investments will ensure that we have the team and the expertise to support a changing landscape in the dynamics between alternative investment fund sponsors and the wealth advisor community.”

McDonough earned his Bachelor of Arts degree in Marketing at the University of Rhode Island. He holds the Chartered Alternative Investment Analyst designation as well as the Series 7, 24, and 63 registrations.