Alyssa Nefferdorf

Director, Fund Operations

Alyssa Nefferdorf joined PPB Capital Partners in 2015 as one of the original members of the firm’s fund operations team. Now as Director, Fund Operations, she oversees the team that maintains the vital day-to-day relationship with PPB’s wealth advisor partners, using its combined experience to build custom processes that meet the needs of each client. Alyssa provides wealth advisors with opportunities to expand their relationship and engage new clients as they are onboarded to PPB’s platform.

The fund operations team has developed fund data aggregation processes that create efficiencies to streamline standard procedure workflows. She is an expert in team- and self-management and is the foremost resource for PPB’s offshore funds and fund regulatory filing workloads.

Alyssa resides with her family in Newtown Square, Pa. She regularly volunteers with charitable groups, including the Alex’s Lemonade Stand Foundation. She is also a registered Notary in Pennsylvania. She received her degree in Accounting from Neumann College.