Joe Monaghan

Director, Advisor Relations

Joe Monaghan joined PPB Capital Partners in 2023 and has more than seven years of experience building business relationships with wealth advisors across all channels—including RIAs, independent broker dealers and wirehouses. His role at PPB will support the alternative investment solution needs of private wealth advisors in the southwestern states of Arizona, Colorado, Nevada, New Mexico and Utah as well as Southern California.

Prior to joining PPB, Joe held internal and external sales roles at Clark Capital Management Group and FS Investments. In those positions, he gained exposure to the needs of the high-net-worth investor market and provided wealth advisors access to different opportunities to grow that segment of their business through alternative investments, separately managed accounts and other offerings. He also worked at BizEquity, assisting retail banks with their fintech needs, and spent time as a performance and data analyst at Hirtle, Callaghan & Co.

Originally from Philadelphia, Joe resides in the Phoenix area.  He is a passionate Philadelphia sports fan. He enjoys playing golf, tennis and is currently training to complete an Ironman triathlon. Joe earned his bachelor’s degree in Accounting from Chestnut Hill College where he was a two-year captain of the baseball team.