About Us

PPB Capital Partners

PPB Capital Partners is headquartered in Conshohocken, Pennsylvania, just 20 minutes from downtown Philadelphia. PPB was launched in 2008 with the vision of partnering with wealth management firms and alternative asset managers to offer their investors a better way to access institutional alternative investments. As fiduciaries, we have invested close to one billion dollars of qualified assets into over 50 institutional fund structures that we custom design and manage for the largest and most respected firms in the industry.


Brendan_Lake_PPB Brendan Lake Founder, President & CEO
Adam_Stern_PPB Adam Stern Partner, Executive VP & CFO
Kate_Reilly_PPB Kate Reilly Vice President, Fund Operations & Marketing
Frank Burke, CFA, CAIA Chief Investment Strategist
Bryan Pham Investment Associate
Alyssa_Nefferdorf_PPB Alyssa Nefferdorf Associate, Fund Operations
Marce Williams Accounting Associate, Fund Operations

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