PPB Capital Partners
Travis Finkel is currently an Associate in Advisor Relations at PPB Capital Partners, a company specializing in alternative investment solutions for wealth advisors, a position held since February 2022. Prior experience includes an Associate role at Private Market Connect (Hamilton Lane) from June 2017 to February 2022, and a Marketing Intern position at the Eberly College of Science Office for Innovation in early 2017. Additionally, Travis gained experience as a Financial Analyst Intern at Capital Markets Advisors LLC and a Finance Intern at Brown and Brown Insurance in 2016 and 2015, respectively. Travis holds a Bachelor of Science in Finance from Penn State University, completed in May 2017.
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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.