Brendan Lake
Brendan Lake is the Founder and CEO of PPB Capital Partners, a pioneer alternative investment platform and operational service provider. He is the lead architect of PPB's alternative investment platform, creating a streamlined, turnkey approach for wealth advisors to access institutional quality alternative investment solutions. Brendan has extensive experience in negotiations with wealth advisors, fund sponsors and service providers. Throughout his career, he has helped grow new and existing business units within financial services into large profit centers. In addition, he has extensive experience in negotiations with wealth advisors and asset management firms.
Brendan Lake Professional Experience / Academic History
Professional Experience
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Founder, President, and CEO
Academic History
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M.P.A., American Government & Politics
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B.A., Klein College of Media and Communications
PPB CAPITAL PARTNERS
Brendan led in developing over 80 limited partnerships and liability companies while continuously developing a robust countrywide network of registered investment advisors, single & multi family offices and bank wealth groups.
He has built PPB’s infrastructure, recruited a diverse team, and shepherded the business through the 2008 financial crisis, a global pandemic and a hyper inflationary environment to achieve financial profitability and stability.
As CEO, he has led the charge in developing over 100 private fund partnerships.
EARLY CAREER
Prior to PPB, he co-founded Pacer Financial, a start-up that focused on developing alternative investment products for private wealth.
He played an integral role in the launching of Hartford Leaders in conjunction with The Hartford Financial Services Group, American Funds, Massachusetts Financial Services, and Franklin Templeton Investments.
He started his career with PLANCO, a national investment product marketing firm where he served as a Regional Marketing Director.