PPB Capital Partners
Sean McPherson is an Associate in Advisor Relations at PPB Capital Partners since November 2023, where responsibilities include supporting sales, marketing, distribution, and CRM efforts for the firm, which specializes in alternative investment solutions for wealth advisors. Prior experience includes a role as a Digital Content Intern at Alex's Lemonade Stand Foundation in 2022, and a Social Media & Web Assistant position at Susquehanna University from March 2021 to May 2022, focusing on content management and social media strategy. Additionally, Sean served as Assistant Manager at Karen's K9 Care from January 2019 to May 2022, managing customer service, hiring recommendations, and medication distribution for pets. Sean McPherson earned a degree from Susquehanna University between 2020 and 2023.
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.