New website launching soon. Stay tuned!
Amanda Bannon joined PPB Capital Partners in 2021 and was promoted to the firm’s Chief Operating Officer in 2023. Her extensive experience in both compliance and private fund operations has been a tremendous asset to PPB, its staff and wealth advisor partners. Since arriving, Bannon has streamlined the PPB platform onboarding process for wealth advisors and their clients. She led the creation and deployment of a new, state-of-the-art, private-labeled technology solution. Implementing this solution was an intensive project, requiring a transfer of historical data related to PPB’s entire book of fund structures.
As Chief Operating Officer, Amanda plays an integral role in implementing PPB’s business growth plans, evaluates staffing needs and coordinates the internal processes with other senior managers. Additionally, facilitates and communicates risk mitigation strategies across the firm. Her work is key to vetting and onboarding new fund managers and wealth advisors embarking on their relationship with PPB. Once onboarded, she ensures they maintain seamless access to the platform.
Prior to joining PPB, Amanda was a Senior Compliance Officer at Hamilton Lane Advisors where she implemented some of the team’s technology solutions and helped preserve the firm’s compliance with SEC rules and regulations.
Amanda resides in Lafayette Hill, Pa., with her husband. Together, they enjoy the outdoors and traveling to new places and spending time with friends and family—including their miniature goldendoodle, Brinkley. Amanda received a bachelor’s degree in Economics from Temple University’s Fox School of Business.