• Alternative Investments

PPB Capital Partners Hires Industry Veteran Jeremy Diem as Managing Director, Advisor Relations

Conshohocken, PA – PPB Capital Partners (“PPB or “the Firm”), a provider of alternative investment solutions and streamlined processing for wealth advisors, is pleased to welcome industry veteran Jeremy Diem to the team as Managing Director, Advisor Relations effective January 1, 2021. 

“Jeremy brings more than 16 years of experience in the financial services industry to PPB.  His joining, along with two additional hires in the fourth quarter of 2020, demonstrates our dedication to supporting the wealth advisor community as they design and implement alternative investment solutions across their clients’ portfolios,” stated Brendan Lake, Founder, President and CEO.  Lake added, “We look forward to having Jeremy as an official member of our team, further allowing us to serve the complex needs of RIAs, Family Offices, and Bank Wealth & Trust firms nationwide.”

Diem has more than a decade and a half of experience building relationships across channels, with an emphasis on servicing wealth advisors.  Prior to joining PPB, Diem founded Cave Creek Investments where he provided third party marketing services for numerous firms, including PPB Capital Partners. Before founding Cave Creek, Diem held roles at Edge Capital Group, Dakota Funds, The Hartford, and ING.

“PPB is committed to providing value to wealth advisors as they look to provide the benefits of alternative investments to their clients.  Our goal is to simplify the process, remove many of the operational burdens and provide access to strategies and services that are typically are only available to large institutions,” commented Lake. “Having a talented and experienced team is critical to offering white-glove, personalized service to the wealth advisor community. Jeremy’s experience will strengthen our Firm and our ability to support wealth advisors nationally.”

Diem earned both a Bachelor of Science in Finance and International Business and a Master of Business Administration from Pennsylvania State University.