Brendan W. Lake

Founder, President & CEO @Ppb Capital Partners

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2007 — Present

Founder, President & CEO @Ppb Capital Partners

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Launched in 2008, PPB Capital Partners brings premier alternative investment solutions and streamlined processing to the wealth advisor community. PPB builds and operates customized private fund solutions for wealth advisory firms nationwide. In addition, PPB provides wealth advisors entry points to a roster of best-in-class institutional alternative investment managers in strategies ranging from private equity, private credit, hedge funds, real estate, venture capital and alternative income. As a fiduciary, PPB Capital Partners works alongside wealth advisors to solve the challenges often associated with investing in private investments. The firm offers operational expertise in multiple fund structures and alternative strategies, including: venture capital, private equity, private credit, private real estate, hedge funds, impact investing, infrastructure, and direct investments, with lower investment minimums and tight cost controls.

EDUCATION

N/A

University of Pennsylvania

Fels Institute-Master of Public Administration, American Government and Politics (United States)

N/A

Temple University

Bachelor of Arts, Klein College of Media and Communications

SKILLS

Mutual FundsAlternative InvestmentsTradingManagementAsset ManagementSeries 65Investor RelationsPrivate PlacementsVenture CapitalPrivate EquityWealth ManagementInvestment AdvisoryFinanceWealth Management ServicesLeadershipSecuritiesPortfolio ManagementSeries 7Series 63Securities RegulationFund of FundsInvestment ManagementHigh Net Worth Individuals

ABOUT BRENDAN W. LAKE

PPB Capital Partners, led by its Founder, President, and CEO, has been delivering premier…

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Brendan W. Lake — Founder, President & CEO at Ppb Capital Partners in Philadelphia, PA, US | Unifers