PPB Capital Partners
Jeremy Diem, MBA, is an accomplished finance professional with extensive experience in sales and advisory roles within the investment management industry. Currently serving as Executive Director of Advisor Relations at PPB Capital Partners since January 2021, Jeremy plays a key role in providing alternative investment solutions to the wealth advisor community. Prior to this, Jeremy founded and presided over Cave Creek Investments, LLC, and held director positions in institutional sales at Edge Capital Group and Dakota Funds Group. Jeremy’s career in sales began at ING and included a senior role at The Hartford. Educationally, Jeremy holds an MBA with a focus in Business Administration and Finance from the Penn State Smeal MBA Program and a Bachelor of Science in Finance and International Business from Penn State University.
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PPB Capital Partners
PPB connects private wealth advisors and their clients to highly differentiated funds and managers through what is historically known as “feeder funds” and white-labeled customized solutions, all bringing 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. 1. Capital Markets Solutions – Our team provides differentiated, durable alternative investment funds, spawned by peer collaboration, accessible for the private wealth community. 2. 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. 3. 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.