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A culture forged by the past.
A philosophy aligned in the present.
Poised for a prosperous future.

Passionate People at PPB Put Our

Wealth Advisor Partners First

Our Past…

Faced with navigating the 2008 financial crisis as we opened the doors for business, PPB Capital Partners launched an alternative investment solution with a personally delivered, scalable service model. It’s a strategy proven to be effective since the beginning and continues to shape how we conduct business today.

Our Present…

We have the flexibility of making decisions in alignment with wealth advisors and their clients. It’s a logical, direct dialogue with those most invested in the decision with zero conflicts of interest.

Our Future…

We are committed to a lean, cost-controlled business model, and maintaining our independence as a company owned and operated by employees and high-net-worth families. A wealth advisor’s fiduciary duty is a task not taken lightly, which is why we remain directly aligned with wealth advisors and their clients.

$4.4 billion

$4.4 billion in capital commitments since 2008*

165+

Working with more than 165 wealth advisories nationwide

500+

Currently invested in more than 500 structures

Our Team

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...

Chief Operating Officer

Amanda Bannon joined PPB Capital Partners in 2021 and was promoted to the firm’s Chief Operating Officer in 2023. Her...

Chief Investment Officer

As Chief Investment Officer at PPB Capital Partners, Frank Burke is a valuable resource for wealth advisors looking for guidance...

Executive Director, Advisor Relations

Evan Deussing joined PPB Capital Partners in 2023 to lead the external and internal sales distribution teams and manage PPB’s...

Founder and CEO

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

Chief Advisory Officer

Bill Vastardis has worked alongside PPB Capital Partners‘ leadership team for several years, developing advisor-centric technology systems designed to improve...

Michael J. Weckwerth

Michael Weckwerth joined PPB Capital Partners (“PPB”) in 2024 as the Director, Fund Development, and works with wealth advisors to...

Chief Financial Officer

Lance Baker joined PPB Capital Partners as Chief Financial Officer in 2019. He has more than 20 years of industry...

Human Resources Director

Chris Gevertz has been with PPB Capital Partners as its human resources director since April 2020. She draws on more...

Director, Advisor Relations

Carson Coyle arrived at PPB Capital Partners in 2020, bringing with him a decade of experience in fund operations and...

Executive Director, Advisor Relations

Evan Deussing joined PPB Capital Partners in 2023 to lead the external and internal sales distribution teams and manage PPB’s...

Managing Director, Advisor Relations

Jeremy Diem joined PPB Capital Partners in 2021 and has more than 18 years of experience building business relationships with...

Associate, Fund Operations

Travis Finkel joined PPB Capital Partners in 2022, with five years of experience in alternative investments operations, private markets data...

Director, Sales Operations

Jon Kopsick joined PPB Capital Partners in 2021 as an Associate, Advisor Relations. In this role he provides critical support...

Founder and CEO

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

Director, Advisor Relations

Joe Monaghan joined PPB Capital Partners in 2023 and has more than seven years of experience building business relationships with...

Associate, Advisor Relations

Ryan Moore joined PPB Capital Partners in 2023. As an Associate, Advisor Relations, he provides critical support to the firm’s...

Vice President, Advisor Relations

Deshawn Peterson joined PPB Capital Partners in 2022, bringing a decade of experience in a variety of business development functions....

Associate, Advisor Relations

Matt Williams joined PPB Capital Partners in 2023 as an Associate, Advisor Relations. In this role he provides critical support...

Director, Fund Accounting

Marco DiMemmo joined PPB Capital Partners in 2022 as Director of Fund Accounting. In this role, he is streamlining accounting...

Assistant Vice President, Fund Accounting

Ashley Gamez joined PPB Capital Partners in 2023 as an Assistant Vice President, Fund Accounting. She has a 15-year background...

Assistant Vice President, Fund Accounting

Andrew Sussingham joined the PPB Capital Partners fund operations team in 2021. His fund accounting and administration experience has been...

Chief Investment Officer

As Chief Investment Officer at PPB Capital Partners, Frank Burke is a valuable resource for wealth advisors looking for guidance...

Director, Investment Strategist

Anton Golding joined PPB Capital Partners in November 2022 as an Associate, Fund Manager Analyst. This is his second tenure...

Chief Operating Officer

Amanda Bannon joined PPB Capital Partners in 2021 and was promoted to the firm’s Chief Operating Officer in 2023. Her...

Vice President, Fund Operations

Len Bondarchuk joined PPB Capital Partners in 2022 with more than 15 years of experience in the alternative investments space,...

Assistant Vice President, Investor Data Services

Christopher Bucks joined PPB Capital Partners in 2023 as an Assistant Vice President, Investor Data Services. His main role ensures...

Assistant Vice President, Fund Operations

Ed Chandler joined PPB Capital Partners in 2022, bringing more than 20 years of alternative investments experience. As an Assistant...

Assistant Vice President, Fund Operations

Michael Everhart joined PPB Capital Partners in 2023, bringing more than 10 years of alternative investments experience. In his role...

Vice President, Fund Operations

Carly Kramer joined the fund operations team at PPB Capital Partners in 2021. She has a diverse background in fund...

Senior Associate, Fund Operations

Vikki McLaughlin has been at PPB Capital Partners since 2020. As a Senior Associate, Fund Operations, she is a key...

Director, Fund Operations

Alyssa Nefferdorf joined PPB Capital Partners in 2015 as one of the original members of the firm’s fund operations team....

Associate, Fund Operations

Thomas Sabol joined PPB Capital Partners in 2023 as an Associate, Fund Operations. His seven years of experience in investments,...

Director, Investor Data Services

Trevor Smith joined PPB Capital Partners in 2023 as a Director, Investor Data Services. He has more than seven years...

Senior Vice President, Fund Operations

Ryan Stumpp joined PPB Capital Partners in 2018 and has played an integral part in streamlining the firm’s fund operations...

Chief Advisory Officer

Bill Vastardis has worked alongside PPB Capital Partners‘ leadership team for several years, developing advisor-centric technology systems designed to improve...

Associate, Investor Data Coordinator

Dylan Walsh joined PPB Capital Partners in 2023 as an Associate, Investor Data Coordinator. He has several years of experience...

Director, Marketing

Kris Reybitz leads marketing at PPB Capital Partners. She is responsible for strategic development and execution of marketing programs to...

2022

Achieved $3.5 billion in capital commitments and 35% annual growth

2021

Created two feeder funds with Millenium Managers, providing a direct entry point to Millenium’s world-renowned hedge fund

2020

Established a Board of Managers

2017

Launched a client portal and electronic subsciption process

2015

Became a Registered Investment Advisor with the SEC

2014

Created the first fund-of-funds for a multi-family office

2012

Restructured as PPB Capital Partners, LLC

Formed a dedicated fund operations team
Added private real estate offerings to the platform

2008

Founded as PPB Holdings, LLC, launching a hedge fund platform with marquee institutional managers

A culture forged by the past. A philosophy aligned in the present. Poised for a prosperous future.

Passionate People at PPB Put Our

Wealth Advisor Partners First

Our Past…

Our Present…

Our Future…

$4.4 billion

165+

500+

Our Team

Lance Baker, CFA, CPA

Chief Financial Officer

Amanda Bannon

Chief Operating Officer

Frank Burke, CFA, CAIA

Chief Investment Officer

Evan Deussing

Executive Director, Advisor Relations

Brendan Lake

Founder and CEO

William E. Vastardis

Chief Advisory Officer

Michael J. Weckwerth

Lance Baker, CFA, CPA

Chief Financial Officer

Christine Gevertz, PHR, SHRM-CP

Human Resources Director

Carson Coyle

Director, Advisor Relations

Evan Deussing

Executive Director, Advisor Relations

Jeremy Diem

Managing Director, Advisor Relations

Travis Finkel

Associate, Fund Operations

Jonathan Kopsick

Director, Sales Operations

Brendan Lake

Founder and CEO

Joe Monaghan

Director, Advisor Relations

Ryan Moore

Associate, Advisor Relations

Deshawn Peterson

Vice President, Advisor Relations

Matt Williams

Associate, Advisor Relations

Marco DiMemmo

Director, Fund Accounting

Ashley Gamez

Assistant Vice President, Fund Accounting

Andrew Sussingham

Assistant Vice President, Fund Accounting

Frank Burke, CFA, CAIA

Chief Investment Officer

Anton Golding

Director, Investment Strategist

Amanda Bannon

Chief Operating Officer

Len Bondarchuk

Vice President, Fund Operations

Chris Bucks

Assistant Vice President, Investor Data Services

Edward Chandler

Assistant Vice President, Fund Operations

Michael Everhart

Assistant Vice President, Fund Operations

Carly Kramer

Vice President, Fund Operations

Vikki McLaughlin

Senior Associate, Fund Operations

Alyssa Nefferdorf

Director, Fund Operations

Thomas Sabol

Associate, Fund Operations

Trevor Smith

Director, Investor Data Services

Ryan Stumpp

Senior Vice President, Fund Operations

William E. Vastardis

A culture forged by the past.
A philosophy aligned in the present.
Poised for a prosperous future.