About Us – Private Market Partners

Lance Baker, CFA, CPA

Chief Financial Officer

Lance Baker joined PPB Capital Partners as Chief Financial Officer in 2019. He has more than 20 years of industry experience in fund structuring, operations, investment management, financial reporting, treasury functions and investor relations. Lance is a vital member of PPB’s leadership team as the firm continues its growth pattern.

He is the former Chief Financial Officer of Hatteras Funds, having played an integral role in raising, managing and distributing more than $6 billion in assets across two highly successful, and innovative, investment platforms. Prior to joining Hatteras Funds, Lance was vice president of operations at Smith Breeden Associates, and a manager at the accounting firm, BDO.

Lance resides in Chapel Hill, N.C., with his family. He enjoys trivia contests, reading biographies and U.S. history books. He is an avid North Carolina basketball fan and enjoys spending his time caddying for his sons in junior golf tournaments and serves as the assistant golf coach at East Chapel High School. Lance is a graduate of the University of North Carolina at Chapel Hill, with a Bachelor’s Degree in Business Administration and a Master’s Degree in Accounting. He also holds both the CFA charter and CPA license.

Amanda Bannon

Chief Operating Officer

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Amanda Bannon joined PPB Capital Partners in 2021 and was promoted to the firm’s Chief Operating Officer in 2023. Her extensive experience in both compliance and private fund operations has been a tremendous asset to PPB, its staff and wealth advisor partners. Since arriving, Bannon has streamlined the PPB platform onboarding process for wealth advisors and their clients. She led the creation and deployment of a new, state-of-the-art, private-labeled technology solution. Implementing this solution was an intensive project, requiring a transfer of historical data related to PPB’s entire book of fund structures.

As Chief Operating Officer, Amanda plays an integral role in implementing PPB’s business growth plans, evaluates staffing needs and coordinates the internal processes with other senior managers. Additionally, facilitates and communicates risk mitigation strategies across the firm. Her work is key to vetting and onboarding new fund managers and wealth advisors embarking on their relationship with PPB. Once onboarded, she ensures they maintain seamless access to the platform.

Prior to joining PPB, Amanda was a Senior Compliance Officer at Hamilton Lane Advisors where she implemented some of the team’s technology solutions and helped preserve the firm’s compliance with SEC rules and regulations.

Amanda resides in Lafayette Hill, Pa., with her husband. Together, they enjoy the outdoors and traveling to new places and spending time with friends and family—including their miniature goldendoodle, Brinkley. Amanda received a bachelor’s degree in Economics from Temple University’s Fox School of Business.

Jennifer Bergson

Chief of Staff

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Jennifer Bergson serves as Chief of Staff at PPB Capital Partners, where she helps translate the firm’s strategic priorities into action, drives firmwide initiatives, and strengthens alignment and execution across the firm.

Prior to joining PPB, Jennifer served as Manager of Executive Administration at Hightower Advisors, where she partnered with senior leadership on organization priorities and led the firm’s administrative function. She brings more than 15 years of experience in financial services, having worked with several leading asset management firms and family offices.

Jennifer resides in Chicago with her Maltese, Snoop “Dog,” and enjoys exploring the city’s restaurant scene, theater, and live music.

Len Bondarchuk

Vice President, Fund Operations

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Len Bondarchuk joined PPB Capital Partners in 2022 with more than 15 years of experience in the alternative investments space, specializing in fund accounting and business operations. As a Vice President, Fund Operations, Len is a primary connection between PPB and wealth advisor partners.

Before arriving at PPB, Len was the corporate controller in a family-owned business and has an extensive background in financial services. He was previously a Vice President on the Global Fund Services team at BlackRock Financial Services. He has also worked at Goldman Sachs, focusing on operational tasks associated with hedge funds and fund-of-fund structures.

Len resides in Richboro, Pa., with his wife and three children. He enjoys rooting for Philadelphia’s sports teams, traveling and spending time with his family and friends. Len was born in Odessa, Ukraine, and he received a bachelor’s degree in Accounting from Penn State University.

Chris Bucks

Vice President, Data & Technology Services

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Christopher Bucks joined PPB Capital Partners in 2023 as an Assistant Vice President,  Investor Data Services. His main role ensures that the wealth advisor experience runs smoothly, and interacts with wealth advisors to see that service requests related to the platform are handled properly and in a timely manner.

Prior to joining PPB, Chris spent more than seven years at Teleflex, managing projects involving complex data and analysis. He has extensive experience in corporate strategy and development, with a focus on M&A, NPD and strategic planning.

Chris and his fiancée reside in Reading, Pa., with their three corgis. He stays active by playing and coaching soccer. He graduated from Albright College with a double-major in Marketing and Economics.

Tyler Bugg

Vice President, Fund Operations

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Tyler Bugg joined PPB Capital Partners in 2024, bringing more than eight years of investment experience. As Vice President of Fund Operations, he plays a key role on our fund operations team and serves as an important liaison to PPB’s wealth advisor clients—coordinating streamlined processes for capital calls, distributions, and other back-office functions.

Prior to joining PPB, Tyler held roles at several firms including Vanguard, TIFF, and FS Investments, where he gained valuable experience in fund operations, fund administration, and alternative investments.

Tyler lives in Philadelphia, PA, with his wife and their dog, Dodger. In his free time, he enjoys spending time with family and friends, traveling, golfing, and cheering on his favorite teams, the LA Dodgers and the Philadelphia Eagles. He earned his Bachelor’s Degree in Finance from West Virginia University and his Master’s Degree from West Chester University.

Frank Burke, CFA, CAIA: Private Markets Portfolio Construction

Chief Investment Officer

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As Chief Investment Officer at PPB Capital Partners, Frank Burke is a valuable resource for wealth advisors looking for guidance as they provide their high-net-worth investors entry to private investment strategies. Frank is a 24-year veteran with extensive experience in the portfolio construction processes for both individual clients and custom fund-of-funds.

Prior to joining PPB in 2017, he was a senior member of the portfolio management team at Hatteras Funds, managing several of the firm’s alternative investment fund-of-funds and co-investment strategies. Earlier in his career, Frank helped source managers and built alternative investment portfolios at various multi-family offices including Abbot Downing (formerly Calibre Investment Consulting) and GenSpring family offices.

Frank resides in Exton, Pa., with his wife and daughter. He is an avid college basketball fan, frequently attending regular and postseason games with his family—including the Final Four in 2016 and 2018 to witness his Villanova Wildcats be crowned champions. He earned an MBA at the Fuqua School at Duke University, a Bachelor of Science degree from Villanova University and holds CFA and CAIA charters.

Carson Coyle

Executive Director, Advisor Relations

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Carson Coyle arrived at PPB Capital Partners in 2020, bringing with him a decade of experience in fund operations and administration. He is an expert at streamlining the client experience and creating efficiencies throughout the fund creation process. He currently focuses on supporting the needs of wealth advisors in the mid-Atlantic states of Delaware, New Jersey, Maryland and Pennsylvania as well as Northern Virginia.

Before transitioning to his current role at PPB, Carson was a Vice President of operations, helping wealth advisors maintain a seamless client experience. He used his innovative approach to spearhead the development of PPB’s state-of-the-art client portal. Prior to PPB, Carson supervised a team of operations analysts at SEI Investments in the Investor Servicing Department.

Carson lives in South Philadelphia with his wife and two sons—supporting all Philadelphia sports teams—and enjoys spending summers on the beaches of Stone Harbor, N.J. He received his bachelor’s degree from Loyola University in Maryland.

Carly Croft

Vice President, Fund Operations

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Carly Croft joined the fund operations team at PPB Capital Partners in 2021. She has a diverse background in fund administration and accounting, with concentrated experience in organization and process simplification. While managing operations for PPB’s fund-of-fund and feeder fund clients, she is also developing automated accounting processes that streamline tasks of the fund operations team.

Prior to joining PPB, she spent time at SEI Investments as an analyst and supervisor for both hedge fund and private equity fund accounting administration teams. She simplified the monthly/quarterly accounting processes for her clients and supervised an accounting team that focused on bank debt investments.

Carly lives in Eagleville, Pa., and enjoys spending time with family and on the beaches of her home state of Delaware. She is a graduate of West Chester University with a degree in finance.

Charlie D’Amico

Associate, Data & Technology Services

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Charlie D’Amico joined PPB Capital Partners as an Associate in 2024, focusing on data migration, systems enhancements, and operational project support. He plays a key role in overseeing the successful transition of data as PPB implements new technology solutions, ensuring accuracy, consistency, and a smooth experience for internal teams and wealth advisors. 

Prior to joining PPB, Charlie earned his degree in finance from Rowan University. He went on to complete a six-month internship with PPB, after which he officially joined the team. 

Charlie currently resides in Freehold, NJ, and in his free time he enjoys golfing and fishing along the Jersey Shore. 

Marc Damon

Associate, Advisor Relations

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Marc Damon joined PPB Capital Partners in 2023 as an Inside Sales Associate, where he supports business development efforts by connecting RIAs with institutional-quality alternative investment solutions. Before joining PPB, Marc built a successful track record in financial services and sales, including originating over 100 residential loans and leading high-performance teams at Enterprise Holdings.

A former Division I and professional baseball player, Marc spent two years competing in Mexico and traveled extensively across the U.S., cultivating lifelong relationships and sharpening his competitive edge. Originally from Tucson, Arizona, he brings the same work ethic and team-first mindset to his role at PPB. Outside of work, Marc enjoys staying active, playing golf, exploring new cities, and hiking through unfamiliar landscapes.

Aaron Diaz

Analyst Co-Op, Advisor Relations

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Aaron Diaz joined PPB Capital Partners as an Advisor Relations Analyst Co-op, supporting the firm’s business development and marketing efforts. This is his first co-op with PPB, which he began as a rising Senior at Drexel University, where he is pursuing a degree in Finance.

Aaron has a genuine passion for alternative investments and emerging markets.

Originally from Allentown, PA, Aaron is a lifelong Philly sports fan. Outside of work, he enjoys golf — a sport he has played since high school — as well as skiing and traveling. Aaron hopes to use the knowledge he is learning at PPB to support the growing firm and his future career in the business development and alternatives spaces.

Matthew DiGregorio

Associate, Advisor Relations

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Matt joined PPB Capital Partners in 2025 as an Inside Sales Associate. Prior to PPB, he helped launch Shaw Circle Investments, where he focused on operations and business development, building a strong foundation in alternative investments and private markets. He holds a Bachelor of Science in Business Administration from the University of South Carolina’s Darla Moore School of Business, where he majored in International Business and Finance and minored in Spanish. During his undergraduate studies, he spent a semester abroad at Zurich University of Applied Sciences.

Originally from the Philadelphia area, Matt is a 4-for-4 Philly sports fan and still follows the South Carolina Gamecocks closely. Outside of work, he enjoys playing basketball and golf, spending time outdoors, and heading down the shore whenever he can. He currently lives in West Chester, PA.

Marco DiMemmo

Senior Director, Fund Accounting and Fund Operations

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Marco DiMemmo joined PPB Capital Partners in 2022 as Director of Fund Accounting. In this role, he is streamlining accounting processes for improved efficiency, and researching new ways to engage with PPB’s vendors around fund administration. Marco is also responsible for cross training employees on the nuances of the fund accounting team’s strategy and coordinating with PPB’s operations team to create integrated processes that provide critical support for new funds.

He’s spent more than 15 years in various fund accounting positions, most recently as Director of Alternative Investment Funds at SEI Investments, managing a team of analysts and supervisors. He was also a Director at Morgan Stanley Investment Management and a Senior Fund Accountant at BNP Paribas Financial Services.

Marco, his wife and two children live in West Chester, Pa. He enjoys vacationing and spending time with them, especially playing sports with his kids. He holds a Bachelor of Science in Business Administration from St. Joseph’s University.

Michael Everhart

Vice President, Fund Operations

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Michael Everhart joined PPB Capital Partners in 2023, bringing more than 10 years of alternative investments experience. In his role as Vice President, Fund Operations, he is an essential member of our onboarding team and is an important connection with PPB’s wealth advisor clients, coordinating streamlined processes for capital calls, distributions, and other back-office tasks.

Prior to joining PPB, Michael was Head of Operations at Lionstone Capital Management, where he was responsible for all middle- and back-office functions while also supporting the compliance and accounting teams. His operations experience also includes tenures with EACM Advisors, MFS, and Oppenheimer.

Michael resides in West Chester, PA, with his wife and two children. He enjoys spending time with family, is a volunteer firefighter, and spends his summers in Sea Isle City, N.J. He earned his degree from Northeastern University.

Ashley Gamez

Assistant Vice President, Fund Accounting

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Ashley Gamez joined PPB Capital Partners in 2023 as an Assistant Vice President, Fund Accounting. She has a 15-year background in the field, six of which were specific to fund accounting of alternative investment solutions. At PPB, Ashley oversees accounting related matters pertaining to individual funds on the platform.

Prior to joining PPB, she worked as a Senior Fund Accountant for Athas Capital Partners, a mortgage lender in Calabasas, Calif., and managed The Rama Fund, it’s underlying fund of more than 500 individual investors.

Ashley resides with her family in Los Angeles. Outside of the office, she enjoys baking and spending time with her family. Ashley received her Bachelor’s degree in Finance from California State University, Northridge.

Christine Gevertz, PHR, SHRM-CP

Director, Human Resources

Chris Gevertz has been with PPB Capital Partners as its human resources director since April 2020. She draws on more than 20 years of experience in HR management to focus on benefits and compensation administration, organizational development, and workforce strategy. For PPB, she is the main point of contact for talent recruitment, employee training and leadership development.

She serves as the Human Resources Director for NexTier Solutions, Inc., a financial accounting and operations consulting firm. Prior to joining NexTier, Chris held the role of Director of People for CLEAN, an advertising and design firm. She was also the Director of Human Resources for Hatteras Funds and Director of Operations for SKC-ESRD Network 6.

Chris resides in Raleigh, N.C., with her family, where she enjoys playing tennis and golf. She holds the Professional in Human Resources (PHR) and the Society of Human Resource Management Certified Professional (SHRM-CP) certifications.

Anton Golding

Director, Advisor Relations

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Anton Golding joined PPB Capital Partners in November 2022 as an Associate, Fund Manager Analyst. This is his second tenure with PPB, having been a co-op as an undergraduate at Drexel University in 2018 and 2019. In his current role, Anton works alongside the investment and advisor relations teams providing private wealth advisors entry to premier alternative investment managers through single purpose vehicles and customized fund-of-funds.

He was previously a Senior Analyst at PNC Capital Advisors, where he worked with senior staff and portfolio managers to maintain institutional client relationships, construct customized fixed income portfolios and support other business development initiatives. In addition to his prior experience with PPB and his work as a fixed income specialist, Anton has held research, analysis and private banking assistance positions at PNC Advantage Equity and Brown Brothers Harriman, & Co.

Anton received his bachelor’s degree in Professional Studies with an emphasis on finance and political science from Drexel University. He resides in Philadelphia and is a lifelong student of history and music, and he enjoys traveling to new cities and countries.

Michele Gormley

Vice President, Fund Accounting

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Michele Gormley joined PPB Capital Partners in 2026 as Vice President of Fund Accounting.  She has more than 16 years of experience working with hedge fund of funds and 6 years working with mutual funds.  In her role at PPB, Michele oversees fund accounting and reporting functions for individual funds across the PPB platform.

Before joining PPB, Michele spent her career at SEI Investments. She started at SEI as a Fund Accountant for mutual funds and left as an Assistant Director of Hedge Fund Accounting.

Michele holds a Bachelor of Science in Marketing from St. Joseph’s University.  She resides in West Conshohocken.  Michele loves spending time with family and friends, enjoys playing tennis, is a big Eagles fan, and spends as much time as she can in Avalon, NJ.

Jack Gray

Associate, Investment Analyst

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John “Jack” Gray joined PPB Capital Partners in 2024 as an investment analyst on the firm’s Fund Manager Relations team. A May 2024 graduate of Vanderbilt University and an International Baccalaureate recipient, Jack brings a strong academic foundation and a diverse range of professional experiences to PPB.

Before joining PPB, Jack was a Project Consultant at SolomonEdwards, where he led an internal analysis to streamline company communications and operational processes, while leveraging AI tools to optimize case study dissemination. At Analytics Research Group LLC, he analyzed Nielsen TV rating data to support a $200 million royalty distribution to the client. During his time at Ventura Wealth Management, he conducted investment research that informed decisions for a $0.5 billion portfolio.

John moved to the Philadelphia area from San Francisco in 2008, bringing with him a deep loyalty to the 49ers and Giants, though the Eagles and Phillies hold a close second place in his heart. He enjoys playing golf and recently welcomed a Chocolate Lab puppy.

Rachel Harris

Associate, Marketing Coordinator

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Rachel Harris joined PPB Capital Partners in 2025 as an Associate, Marketing Coordinator.

Most recently, Rachel worked as a Marketing Representative for the University of Pittsburgh Medical Center where she managed NIH-funded marketing initiatives, social media campaigns, and website content in support of their Autism Research Program. She also worked in several Marketing internships where she managed SMS, direct mail campaigns, website content creation and CRM administration.

Rachel obtained her bachelor’s degree in Marketing from Penn State University where she also participated in the university’s student volunteer programs. In her free time, she enjoys spending time with family and friends. She recently relocated to Philadelphia from Pittsburgh and is enjoying getting to know the city and spending time visiting the shore.

Rob Havens

FP&A Manager

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Rob Havens serves as FP&A Manager at PPB Capital Partners, where he supports the firm’s financial planning, forecasting, and performance analysis across key business lines. In this role, Rob partners with senior leadership to drive operational efficiencies, enhance financial reporting, and provide data-driven, ROI-focused insights to support informed decision-making and long-term growth.

Rob brings more than 14 years of finance and operations experience, having served as both a consultant and strategic business partner across a diverse range of industries. He earned his bachelor’s degree from the University of Pennsylvania and his MBA from Vanderbilt University.

Outside of work, Rob enjoys spending time with his wife and their two young kids. When time permits, he can be found sailing on the Upper Chesapeake or competing in local sailing regattas.

Brendan Lake: Private Markets Investment Leadership

Founder and CEO

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Brendan Lake is the architect of PPB Capital Partners’ alternative investment vision, a streamlined, turnkey approach for U.S. wealth advisors to solve for accessing institutional quality alternative investment solutions.

After launching PPB in July 2008, Brendan built the company through the great financial crisis by staying committed to his original vision—to bridge the gap of accessing and operating alternative investment solutions.

Prior to founding PPB, he co-founded Pacer Financial LLC, a start-up that developed alternative investment products for U.S. private wealth advisors. Brendan started his career with PLANCO, a national investment product marketing firm where he served as a regional marketing director.

Brendan, his wife and daughter live in Villanova, Pa. He is committed to his faith and maintaining a healthy lifestyle. Philadelphia born and bred, he earned a master’s degree from the Fels Institute, University of Pennsylvania after graduating with a bachelor’s degree from Temple University.

Peter Light

Director, Advisor Relations

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Prior to his new role as Director, Advisor Relations, Peter Light joined PPB Capital Partners as a Director, Investment Specialist, in 2025 to support the capital raise efforts and expansion of investment offerings on PPB’s Capital Market Solutions (CMS) platform.  He brings to PPB over 13 years of experience in educating and marketing alternative investments to wealth advisors.

Prior to joining PPB, Peter worked at FS Investments as a Regional Director, marketing a diverse platform of alternative investments to independent advisors.  In the earlier part of his adult life, before returning to school at Columbia University and transitioning to a career in financial services, Peter was a professional drummer based out of New York and Los Angeles, including several years as the house band drummer on NBC’s “Last Call with Carson Daly” in the 2000s.

Peter resides in Haddonfield, NJ, with his wife and two children.  When not drumming, running, or golfing, he enjoys spending time with family and friends.

Judy Lim

Associate, Marketing Coordinator

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Judy Lim joined PPB Capital Partners in 2025 as an Associate, Marketing Coordinator. Previously, as a Marketing Associate at JSO Partners, she was responsible for developing and executing comprehensive marketing strategies. This included managing social media presence, overseeing email campaigns, and creating marketing materials from concept to delivery. Her role also involved working closely with wealth advisors and interacting with clients, expanding her knowledge within the wealth advisory industry.

Judy holds a bachelor’s degree in International Business from Drexel University. In her free time, she enjoys exploring new cafes, restaurants, and spending time with friends.

Kelsey Mikus

Growth Marketing Project Manager

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Kelsey Mikus joined PPB Capital Partners in 2026 as a Growth Marketing Project Manager. She supports the firm’s marketing efforts through campaign execution, project management, and marketing operations.

Prior to joining PPB, Kelsey was a Project Manager at Gregory, where she managed firmwide marketing initiatives across digital and social media, events, content development, and brand projects. Her previous experience also includes field and experiential marketing at Cirkul, sports marketing and partnerships with MAC Entertainment, and strategic communications at UNLV Athletics.

Kelsey earned her bachelor’s degree from the University of Nevada, Las Vegas. Originally from Washington, she now lives in the Philadelphia area with her husband and their dog. In her free time, she enjoys fitness, traveling, and exploring new places.

Joe Monaghan: Private Markets Advisor Relations

Director, Advisor Relations

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Joe Monaghan joined PPB Capital Partners in 2023 and has more than seven years of experience building business relationships with wealth advisors across all channels—including RIAs, independent broker dealers and wirehouses. His role at PPB will support the alternative investment solution needs of private wealth advisors in the southwestern states of Arizona, Colorado, Nevada, New Mexico and Utah as well as Southern California.

Prior to joining PPB, Joe held internal and external sales roles at Clark Capital Management Group and FS Investments. In those positions, he gained exposure to the needs of the high-net-worth investor market and provided wealth advisors access to different opportunities to grow that segment of their business through alternative investments, separately managed accounts and other offerings. He also worked at BizEquity, assisting retail banks with their fintech needs, and spent time as a performance and data analyst at Hirtle, Callaghan & Co.

Originally from Philadelphia, Joe resides in the Phoenix area.  He is a passionate Philadelphia sports fan. He enjoys playing golf, tennis and is currently training to complete an Ironman triathlon. Joe earned his bachelor’s degree in Accounting from Chestnut Hill College where he was a two-year captain of the baseball team.

Paul Morlock joined PPB Capital Partners in 2024 as Assistant Vice President of Fund Operations. He brings more than 17 years of financial services operations experience in various roles for different firms. Most recently, Paul was the Vice President of Operations for PCS Retirement. Prior to his tenure with PCS Retirement, he served in various operational roles for SEI Investments.

Paul, his wife Hillary and two rescue dogs (Cooper and Otis) live in Norristown, PA. He enjoys being outdoors, cooking, and watching sports. Paul earned his bachelor’s degree from La Salle University and his master’s degree from Saint Joseph’s University.

Bob Oros

Vice Chair - Board of Directors

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Bob Oros leads business operations, sales, and infrastructure at PPB Capital Partners, with a focus on strengthening the platform, service model, and capabilities that enable advisors access and implement private markets investments for their clients.

Bob joined PPB as Vice Chairman of the company’s Board of Directors. Bob is a 30-year wealth management veteran who has led some of the world’s largest organizations. Most recently, he served as Chairman & CEO of Hightower Advisors, where he led the firm through a period of significant growth. Hightower soared more than 30x, from $57 billion to $1.8 trillion in assets under advisement between 2019 and 2025.

Throughout his career, Bob has held senior executive roles at HD Vest (now Avantax), Fidelity Institutional Wealth Services, and LPL Financial. He is widely regarded as a transformative figure in the registered investment advisory and wealth management ecosystem. He has built a reputation for leading large organizations through periods of transformation, growth, and industry change.

Bob’s contributions have earned him recognition as a two-time Titan 100 honoree and EY Entrepreneur of the Year Midwest Finalist. He holds an honorary Doctorate in Business Administration from Central Michigan University, is a Fellow in the University of Chicago’s Leadership and Society Initiative, and is a frequent industry speaker and advisor.

Bob resides in Chicago with his wife and their youngest daughter, who is set to graduate high school next year, with his two older daughters residing nearby. Bob is an avid University of Michigan fan and enjoys traveling. He remains actively engaged in the wealth management community through board and advisory work, industry conferences, and personal connections.

Rado Pawlowski

Assistant Vice President, Fund Operations

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Rado joined PPB Capital Partners in 2024 and has more than 15 years of experience in fund operations, data migrations, and investment systems. He supports daily operations across multiple private investment vehicles, including investor onboarding, capital activity, compliance workflows, and fund transitions. Prior to joining PPB, Rado held roles at BNY Mellon, where he focused on trade operations, data integration, and process automation. He holds a Bachelor of Science in Business from Penn State and lives in Bensalem, PA, with his wife and three daughters.

Kris Reybitz

Director, Marketing

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Kris Reybitz leads marketing at PPB Capital Partners. She is responsible for strategic development and execution of marketing programs to drive business growth. With proven experience in initiating and cultivating digital marketing programs, Kris joined the firm in 2023 to manage and expand digital marketing efforts and lead integrated marketing campaign strategies. She brings 20 years of industry experience in both finance and marketing.

Prior to joining PPB, Kris led digital strategy and campaigns at SEI Investments for the Institutional business and served in various marketing functions throughout her tenure.

Kris lives here in Conshohocken with her husband and their two daughters. She enjoys volunteering in her girls’ activities, fitness, family bike rides, and visiting small towns. Kris earned her bachelor’s degree from Penn State University.

Thomas Sabol

Associate, Fund Operations

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Thomas Sabol is an Associate, Fund Operations at PPB Capital Partners, where he supports the operational execution and oversight of the firm’s private investment funds. He brings a strong background in investment operations, compliance, and client service, partnering closely with internal teams and external service providers to ensure accuracy, efficiency, and consistency across fund activities.

Prior to joining PPB, Thomas held roles at the National Philanthropic Trust and BNY Mellon Investment Management, gaining hands-on experience across investment processing, compliance monitoring, and investor reporting in institutional environments.

Thomas lives in Springfield, Pennsylvania with his wife and two sons. Outside of work, Thomas enjoys rock climbing, hiking, time with his family, and cheering on the Phillies and Flyers.

Chintan Shah joined PPB Capital Partners in 2025 as Vice President of Fund Accounting, bringing more than 15 years of experience in fund accounting for alternative investments. In his role, Mr. Shah oversees all fund accounting and reporting functions for individual funds across the PPB platform.

Prior to joining PPB, Mr. Shah served as Assistant Controller at BroadRiver Asset Management, L.P. His previous experience includes positions as Assistant Manager at SS&C and Senior Accountant at Zais Group/Lehman Brothers, where he developed extensive expertise in complex fund structures and operational oversight.

Mr. Shah holds a bachelor’s degree in accounting from the University of Houston and a Master of Accounting in Taxation from Rutgers Business School. He resides in New Jersey with his wife and two children.

Trevor Smith

Senior Director, Data & Technology Services

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Trevor Smith joined PPB Capital Partners in 2023 as Director of Investor Data Services. He brings more than ten years of experience leading complex platform, data, and product initiatives across financial services. Since joining PPB, Trevor has played a key role in advancing the firm’s technology and data strategy, supporting the continued growth of PPB’s platform and advisor-facing capabilities.

At PPB, Trevor leads the development, implementation, and ongoing enhancement of the firm’s Private Investment Xchange (PIX). His work includes overseeing complex data migrations, designing scalable operational workflows, and managing platform integrations that support private market subscriptions, reporting, and document delivery. These initiatives require close coordination across technology, operations, legal, and distribution teams, and are central to ensuring data accuracy, operational efficiency, and a seamless experience for wealth advisors and their clients.

Prior to joining PPB, Trevor was a Manager of Product Development at American Express, where he managed the delivery of a global risk underwriting platform and drove enhancements for enterprise users. His background also includes senior product and project leadership roles at American Express, Chubb, and Discover Financial Services, where he supported large-scale platform initiatives in regulated financial environments.

Trevor resides in Wilmington, Del., with his wife. He enjoys playing soccer, biking, completing DIY projects, and attending live concerts and comedy shows. He earned a B.S. in Business Management and an MBA in Management Information Systems from Wilmington University, and he holds PMP and PMI-ACP certifications from the Project Management Institute.

Ryan Stumpp

Senior Vice President, Fund Operations

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Ryan Stumpp joined PPB Capital Partners in 2018 and has been a key contributor to the firm’s evolution, supporting the modernization and streamlining of the fund operations department as the company has grown into a leading industry platform.

Prior to PPB, Ryan held roles in sales and customer service across multiple industries, providing him with a strong foundation in relationship management and client service.

Ryan lives in the Philadelphia suburbs and is an avid fan of Philadelphia’s sports teams. He also enjoys playing golf and spending the summer at the Jersey Shore. Ryan earned his bachelor’s degree from Penn State University.

Kristie Valencia joined PPB Capital Partners in 2023. As a Senior Associate of Fund Operations, Kristie is dedicated to the daily operational management of PPB Capital Partners’ funds and collaborates closely with the firm’s wealth advisory partners. Her previous experience as an Associate of Investor Relations at Legacy Group and as a Branch Operations Manager at Wells Fargo has been instrumental in effectively managing fund processes and cultivating strong client relationships. Known for her attention to detail and proactive approach, Kristie is passionate about delivering exceptional service and ensuring seamless operations that support the firm’s long-term growth. She aspires to deepen her expertise in fund management and contribute to innovative solutions within the industry. She holds a Bachelor of Science degree in Psychology from Albizu University in Miami, Florida. She currently resides in Miami Beach, Florida, with her Shih Tzu, Lola. In her free time, Kristie enjoys reading, rollerblading, and traveling.

Adam Wasserman

Assistant Vice President, Fund Administration

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Adam Wasserman joined PPB Capital Partners in 2026 as an Assistant Vice President, Fund Administration and works with wealth advisors to develop new products. Adam works closely with Michael Weckwerth to determine the legal structure and terms of these products, assisting in the formation of term sheets, operating agreements, and subscription documents.

Prior to joining PPB, Adam spent 5 years at Preqin (now a Part of BlackRock), the leading data provider for alternative investments, in their New York office. As a member of Preqin’s private capital research team, Adam built strong relationships with fund managers across all asset classes to add fundraising and private fund performance data to Preqin’s database, a resource that high-net worth and institutional investors use to make investment decisions.

Originally from the Philadelphia area, Adam relocated back to Philadelphia in 2026 after several years living in New York City. He’s a Philadelphia sports fan and enjoys playing tennis and pickleball with his friends and family in his free time. He attended the University of Wisconsin and graduated with a Bachelor’s degree in Finance, Investment, and Banking.

Michael J. Weckwerth joined PPB Capital Partners (“PPB”) in 2024 as the Director, Fund Development, and works with wealth advisors to determine the legal structure and terms for their products, develop operating agreements, subscription documents, term sheets, and initiate legal filings. He has more than 25 years of experience in servicing registered and private investment companies.

Prior to PPB, Michael spent more than 15 years as senior vice president of U.S. Bancorp Global Fund Services, LLC (“GFS”) and most recently was the Director of Revenue Strategy for GFS, leading revenue enhancement generation for the company. Prior to that position, he held roles serving as SVP- Relationship Management and VP- Alternative Investments at GFS, where he managed teams responsible for servicing solutions for asset managers with products across a multitude of registered and unregistered products, including open-end mutual funds, closed-end funds, exchange-traded funds, unit investment trusts, collective trust funds, limited government investment pools, business development companies, and alternative investment products.

Michael, his wife Jennifer, and his two children live in Brookfield, WI. He enjoys the outdoors and spending time with his family and their two dogs. He currently serves as Trustee of Total Fund Solution, which is a multiple series trust (“MST”) for open-end mutual funds that combines the administrative and operational efficiencies of an MST with comprehensive sales and marketing services. Michael received his bachelor’s degree in Accounting from Cardinal Stritch University.