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PPB Capital Partners Expands Distribution, Operations Teams To Serve Wealth Advisor Partners, Meet Growing Demand

calendar_today June 14, 2023

CONSHOHOCKEN, PA, June 14, 2023 — PPB Capital Partners (“PPB”), a provider of alternative investment solutions and streamlined processing for wealth advisors, has named two executives to its Fund Solutions and Advisor Relations teams. These staff members help PPB meet an increasing demand for its services and maintain PPB’s commitment to providing the U.S. private wealth community entry points to institutional-caliber alternative investment solutions.

Evan Deussing, named Executive Director, Advisor Relations, will lead the external and internal sales distribution teams and the fund manager and investment analysis team. He will also oversee marketing and communications and manage PPB’s business development strategies.

Deussing brings more than 20 years of financial investment sales experience, most recently with FS Investments where he was a Divisional Sales Manager and Executive Director in charge of business development for the independent broker-dealer/registered investment advisor channel.

Anthony Sozio joins PPB as Director, Fund Solutions. Sozio will manage PPB’s private and registered investment product fund launch process, working directly with PPB’s external service providers on operations logistics, vendor due diligence, contracts and renewals. He will also work closely with PPB’s operations and investment teams to provide support for the development of new fund structures.

Prior to PPB, Sozio spent 25 years with City National Rochdale, serving in several operational roles. Most recently, he was a senior fund administration manager in charge of operations for a multi-billion-dollar mutual fund complex. 

Both Deussing and Sozio will work closely with Brendan Lake, founder and CEO of PPB Capital Partners.

“We are thrilled to welcome Evan and Anthony to the PPB team. They fill critical positions that complement the expansion of PPB’s product line and the firm’s growth,” Lake said. “They are both world class executives who can thrive in a rapidly moving environment like ours, while raising the bar on the level of support and operational excellence we deliver to the U.S. private wealth space.”

About PPB Capital Partners
Launched in 2008, PPB Capital Partners brings premier alternative investment solutions and streamlined processing to the wealth advisor community. PPB builds and operates customized private fund solutions for wealth advisory firms nationwide. In addition, PPB provides wealth advisors entry points to a roster of best-in-class institutional alternative investment managers in strategies ranging from private equity, private credit, hedge funds, real estate, venture capital and alternative income.

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