Sean McPherson

Associate, Advisor Relations at PPB Capital Partners

Role: Associate, Advisor Relations at Ppb Capital Partners
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Sean McPherson

Creative, motivated, hard worker that does what is asked while also seeking to take an…

Experience

Associate, Advisor Relations
Ppb Capital Partners
Nov 2023 — Present · Conshohocken, PA, US
As an Associate, Advisor Relations, I provide critical support of the firm’s sales, marketing, distribution and CRM efforts.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.

Contact information

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•••••@ppbcapitalpartners.com
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Current company

Ppb Capital Partners

Financial Services · 51 employees · West Conshohocken, Pennsylvania, United States

PPB connects private wealth advisors and their clients to highly differentiated, institutional-caliber managers and offers white-labeled customized solutions to bring operational efficiencies to support your businesses. We do this by solving the logistical challenges often associated with investing in private investments. PPB’s core mission is to lend extensive operational expertise, reporting, custodial support, and lower investment minimums to private wealth advisors at scaled pricing and with independent due diligence as an added feature. Our full range of specialized solutions are offered through three main business verticals. Capital Markets Solutions – Our team provides differentiated, durable alternative investment funds, spawned by peer collaboration, accessible for the private wealth community. Customized Solutions – PPB designs, builds, launches, and operates completely customizable proprietary investment vehicles for private wealth advisors, fit to their scope with a scalable service model, supported by our in-house operations teams. Legacy Operations Solutions – PPB delivers complete operational, back, and middle office support to private wealth advisors who manage an in-house alternative fund and are looking to outsource the operational management.

ppbcapitalpartners.com

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