• Alternative Investments

PPB Capital Partners Promotes Carson Coyle to Director, Advisor Relations for Mid-Atlantic Region

calendar_today November 28, 2022

PPB Capital Partners, LLC, a provider of alternative investment solutions and streamlined processing for the private wealth community, has named Carson Coyle Director, Advisor Relations, effective immediately.

Coyle joined PPB Capital Partners in 2020 as Vice President, Fund Operations, and was a key player in streamlining the client experience of PPB’s private wealth advisory partners. He was also instrumental in the initial development and the upcoming rollout of PPB’s state-of-the-art client portal which will be introduced in early 2023.

In his new role, Coyle will oversee Advisor Relations for PPB’s Mid-Atlantic region, an area covering Pennsylvania, New Jersey, Delaware, Maryland and Northern Virginia. He will report directly to Brendan Lake, CEO and Founder of PPB Capital Partners.

Coyle’s promotion complements PPB’s broad expansion of its 14-person operations team.

“Carson has been a leader on the operations team where he developed strong client relationships through his innovative approach and high degree of professionalism,” said Brendan Lake, PPB’s Founder and CEO. “His deep understanding of PPB’s value proposition to the private wealth community and his client-first mentality make his promotion an easy decision.”

PPB Capital Partners was founded in 2008. 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.

Certain securities offered through Registered Representatives with Vigilant Distributors LLC (Member FINRA/SIPC), which is not affiliated with PPB Capital Partners or its affiliates