PPB Capital Partners
Trevor Smith, PMP, PMI-ACP, is an experienced project management and product ownership professional with over seven years in the field. Currently serving as Director of Investor Data Services at PPB Capital Partners, Trevor oversees project initiatives for the firm's digital wealth advisor interface, the PPB Platform, since July 2023. Previously, Trevor held positions at American Express as Manager of Product Development and at Chubb as Product Owner. Trevor’s career began at Discover Financial Services, where a progression of roles included Area Manager and Project Manager, contributing to incident management across multiple software platforms. Trevor's educational background includes an M.B.A. in Management Information Systems and a B.S. in Business Management, both from Wilmington 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.