PPB Capital Partners
Joe Monaghan is a seasoned professional in advisor relations with over seven years of experience in building business relationships with wealth advisors across various channels, including RIAs, independent broker-dealers, and wirehouses. Currently serving as Director of Advisor Relations at PPB Capital Partners since October 2023, Joe focuses on supporting the alternative investment solution needs of private wealth advisors in the southwestern United States and Southern California. Previous roles include Relationship Manager at Clark Capital Management Group, Banking Channel Manager at BizEquity, Internal Wholesaler at CooksonPeirce, Advisory Associate at FS Investments, Performance and Data Analyst at Hirtle, Callaghan & Co., Private Equity Fund Accounting Intern at SEI Investments, and Accounting, Economics and Math Tutor at Chestnut Hill College. Joe holds a Bachelor's degree in Accounting from Chestnut Hill College.
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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.