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PPB Capital Partners Expands, Fortifying Operations, Fund Accounting, Marketing and Advisor Relations Teams

calendar_today July 21, 2022

CONSHOHOCKEN, Pa., July 21, 2022—PPB Capital Partners, LLC, a provider of alternative investment solutions and streamlined processing for the private wealth community, is excited to announce the hiring of seven financial professionals. This marks a significant expansion of its operations, fund accounting, marketing and advisor relations teams, and enhances its capabilities of delivering premier alternative investment solutions directly to the private wealth community.

PPB’s new staff members include:

• Len Bondarchuk – Assistant Vice President, Fund Operations
• Amanda Buck – Assistant Vice President, Fund Operations
• Matt Ciciarelli – Vice President, Director of Marketing
• Marco DiMemmo – Director of Fund Accounting and Investment Management Software Systems
• Travis Finkel – Associate, Fund Operations
• Andrew “A.J.” Mihaly – Associate, Fund Operations
• Deshawn Peterson – Assistant Vice President, Advisor Relations

PPB Capital Partners’ operations team now makes up more than half of the firm’s staff. The expansion reflects the firm’s rapid growth, driven by the private wealth community’s increased demand for access to alternative investment solutions, streamlined processing, client onboarding, and fund reporting and distribution functions. PPB remains committed to providing the private wealth community with the white-glove service it has come to expect from the firm.

“Constant communication has been the hallmark of our firm’s vision since Day 1,” said Brendan Lake, PPB’s Founder and CEO. ”Our operations team is the backbone of working in direct alignment with the private wealth community. Our focus on expanding this team assures that we will continue to fulfill that obligation.

“We’ve also added seasoned professionals in the key positions of director of fund accounting and investment management software systems, director of marketing and vice president of advisor relations,” Lake said. “They each average more than 15 years of experience from some of the most respected firms around the world and are set to do great things for PPB.”

PPB Capital Partners was founded in 2008 and is headquartered in Conshohocken, Pa. The private wealth community can engage with PPB by investing in ready-made PPB platform funds, creating customized fund-of-funds or integrating with its operations team for operational task support and completion.

 

 

About PPB Capital Partners

Launched in 2008, PPB Capital Partners brings premier alternative investment solutions and streamlined processing to the private wealth community. PPB Capital Partners provides a roster of institutional alternative investment managers and builds/operates feeder funds, customized fund-of-funds and registered products for private wealth advisors.

 

Important Disclosures

This document or any part thereof may not be reproduced, distributed or in any way represented without the express written consent of PPB Capital Partners, LLC. This document is not to be distributed to the general public. A copy of PPB Capital Partners, LLC’s written disclosure statement as set forth on Form ADV is available upon request. Although the information provided in this questionnaire has been obtained from sources which PPB Capital Partners, LLC believes to be reliable, it does not guarantee the accuracy of such information and such information may be incomplete or condensed. PPB Advisors, LLC is an affiliate of PPB Capital Partners, LLC by virtue of common control or ownership.