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Get to Know Alyssa Nefferdorf of PPB Capital Partners

calendar_today October 19, 2022

As you read through the answers from Alyssa Nefferdorf in our latest installment of “Getting to Know…”, you’ll understand that this famous quote may be her North Star: “The memories we make with our family is everything.” As Director of Fund Operations, her day job may be to oversee the team that maintains the vital […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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What “White Glove” Service Means to PPB Capital Partners

calendar_today October 13, 2022

By Brendan W. Lake Founder and CEO PPB Capital Partners As alternative investments continue to gain traction among private wealth advisors, there is an increasing need to assist those who are guiding the current and future generations of high-net-worth investors. When I founded PPB Capital Partners in 2008, I did so with the vision of […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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Get to Know Travis Finkel of PPB Capital Partners…

calendar_today October 4, 2022

Cliff diving? Check. Cake or ice cream? He found a dessert loophole! Since joining PPB Capital Partners, Travis Finkel has been a model of efficiency, helping our wealth advisor clients execute new investments and subscriptions properly. That only scratches the surface of what Travis is all about.   Name: Travis Finkel Title: Associate, Fund Operations […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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Another Lap Around the Inflation Merry-Go-Round

calendar_today September 26, 2022

After August saw the Consumer Price Index remain high (8.3%), the Federal Reserve may be feeling dizzy after another lap on what seems like the world’s worst merry-go-round. To its credit, the Fed has shown a true dedication to its pledge to stabilize inflation, pulling the trigger on more strategies to fight it as recently […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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MythBusters: Alternative Investments

calendar_today September 14, 2022

By Jeremy Diem Managing Director, Advisor Relations PPB Capital Partners   If you are considering the inclusion of alternative investments in your clients’ portfolios for the first time, the complexity may seem overwhelming. Take time to educate and communicate that private market investing can play an important role in their overall financial picture. Sorting through […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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Get to Know Ryan Stumpp of PPB Capital Partners …

calendar_today September 6, 2022

Born and raised in the suburbs of Philadelphia, it’s not surprising that Ryan Stumpp is loyal to his Philadelphia sports teams. In fact, he references the Eagles in a few of his answers to our 15 thought-provoking questions. He attended the same high school as First Lady, Dr. Jill Biden, and has one of the […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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A “Potpourri” of Market Rallies, Robust Direct Lending, Tech Sector Excitement

calendar_today August 29, 2022

Perhaps the most recognizable element of the popular game show Jeopardy! is its legendary theme song. And along with that famous jingle, “Daily Doubles” and Alex Trebek, Jeopardy! uses quirky play-on-words to describe the categories on the game board. Occasionally, when the writers have a series of questions that don’t have a common theme, they […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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Reflections: Serving the Wealth Advisor Community in All Kinds of Weather

calendar_today August 15, 2022

If you were to choose an adjective to describe the last three years, your choice of either a positive or negative word would not be wrong. We truly have seen it all. As financial markets continue to be unpredictable, Brendan Lake, Founder and CEO of PPB Capital Partners, and Frank Burke, PPB’s Chief Investment Officer, […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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Get to Know Deshawn Peterson of PPB Capital Partners…

calendar_today July 28, 2022

He’s been to the other side of the world and back … literally. Deshawn Peterson joined PPB Capital Partners in June, so it’s the perfect time to see what inspired him to become a world traveler and what he sees on the horizon. Deshawn’s experiences over the last decade have shaped how he supports PPB’s […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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PPB Capital Partners Expands, Fortifying Operations, Fund Accounting, Marketing and Advisor Relations Teams

calendar_today July 21, 2022

CONSHOHOCKEN, Pa., July 21, 2022—PPB Capital Partners, LLC, a provider of alternative investment solutions and streamlined processing for the private wealth community, is excited to announce the hiring of seven financial professionals. This marks a significant expansion of its operations, fund accounting, marketing and advisor relations teams, and enhances its capabilities of delivering premier alternative […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...

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