PPB Capital Partners Expands Operations Team as Demand Grows

CONSHOHOCKEN, Pa.--()--PPB Capital Partners, LLC ("PPB” or the “Firm"), a provider of alternative investment solutions and streamlined processing for wealth advisors, announced the hiring of Carson Coyle to the role of Vice President of Fund Operations. Coyle brings almost a decade of experience in fund operations and client service, and a track record of delivering process-driven results.

“As PPB grows and expands its fund platform for RIAs, Bank Wealth Groups, and Multi-Family Offices, we carefully networked with trusted relationships to find an A+ performer to add to our existing fund operations team. Specifically, someone who would not only bring expertise and experience in the alternative space, but also has strong leadership skills, a passion for client service, and an entrepreneurial drive to feed PPB’s growth,” said Kate Reilly, Chief Operating Officer. “I’m excited to welcome Carson to our team and look forward to supporting his professional growth for years to come.”

Prior to joining PPB, Coyle spent 8 years at SEI in Oaks, Pennsylvania where he supervised a team of operational and administrative professionals in the Fund Operations Investor Servicing department. Coyle was recognized by SEI as a Shining Star and demonstrated excellence as a member of SEI’s Best Practice Team. Coyle is a graduate of Loyola University in Maryland.

"PPB’s growth strategy is centered around increasing access to alternative investment funds that address the needs of wealth advisors and their clients, as well as helping firms manage their operational processes,” said Brendan W. Lake, Founder, President & CEO of PPB Capital Partners. “Reaching our vision requires a team that understands advisors’ needs and is committed to making the operational process as streamlined as possible. Relationships and superior service have been huge drivers of our success. Carson's commitment to client relationships and his knowledge of the operational intricacies of alternative investments ensure that we have the resources to support our wealth advisor clients."

For more information, please contact Jessica Sherburne at js@ppbadvisors.com.

About PPB Capital Partners

Launched in 2008, PPB Capital Partners, LLC (or “PPB” or “the Firm”) brings premiere alternative investment solutions and streamlined processing to the wealth advisor community. PPB Capital Partners provides a roster of alternative investment managers, as well as builds and operates feeder funds and customized fund of funds for wealth advisory firms.

Important Disclosures

This document or any part thereof may not be reproduced, distributed or in any way represented without the express written consent of PPB Capital Partners, LLC. This document is not to be distributed to the general public. A copy of PPB Capital Partners, LLC’s written disclosure statement as set forth on Form ADV is available upon request. Although the information provided in this questionnaire has been obtained from sources which PPB Capital Partners, LLC believes to be reliable, it does not guarantee the accuracy of such information and such information may be incomplete or condensed. PPB Advisors, LLC is an affiliate of PPB Capital Partners, LLC by virtue of common control or ownership.

Contacts

Jessica Sherburne
js@ppbadvisors.com

Release Summary

PPB Capital Partners, provider of alternative investment solutions, expands its operations team in response to increased demand by wealth managers.

Contacts

Jessica Sherburne
js@ppbadvisors.com