Thought Leadership & Insights

From Strategy to Structure

November 9, 2026

Customization meets execution

Building and operating a custom private fund requires more than an investment strategy. Marco DiMemmo, Senior Director, Fund Accounting and Fund Operations, discusses how PPB helps advisors bring their vision to life through tailored fund structures, expert operational support, and flexible solutions designed around their business. By managing the complexity behind the scenes, PPB allows advisors to stay focused on investment strategy, client relationships, and growing their practices.

Disclosure: Information presented is for educational purposes only, are subject to change from time to time and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Read more articles

Sharing Our Insights

Enhance your investment knowledge through articles, videos, and other educational resources

Stay Connected

Join our community today and stay up-to-date with the latest investment news and trends.