PPB Capital Partners
Matt Williams is an experienced professional in the financial services and investment sector, currently serving as the Director of Advisor Relations at PPB Capital Partners since January 2023. In this role, Matt supports the alternative investment efforts of private wealth advisors in the Northeast US by facilitating access to premier private alternative investments and enhancing operational efficiencies in private fund structures. Previously, Matt held positions at PPB Capital Partners as an Associate in Advisor Relations, providing support for distribution and marketing initiatives. Other experience includes roles at 15Five as a Sales Development Representative, at Firstrust Financial Resources and Equitable Advisors as a Financial Advisor, and various internships and entry-level positions. Matt holds a Bachelor's degree in International Business from High Point University.
This person is not in the org chart
This person is not in any teams
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.