Frank Burke, Cfa, Caia Email and Phone Number
Frank Burke, Cfa, Caia work email
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Frank Burke, Cfa, Caia personal email
Investing in alternative investment strategies can be intimidating and complex for retail investors. As chief investment officer at PPB Capital Partners, I understand the pain points investment advisors face as they navigate the challenges and hurdles of adding less-liquid strategies to their clients’ portfolios. I work directly with them to face these challenges. Seeing advisors help their clients successfully achieve their financial goals may be the best part of my job.I've spent the bulk of my career (more than 25 years) as an allocator for individual ultra-high-net-worth clients, and an institutional fund-of-funds portfolio manager. These experiences serve me well in my role at PPB. I lead our fund development strategy and provide guidance to the wealth advisor community as they implement alternative investments in their portfolio construction, asset allocation and manager sourcing tactics. In short, we help advisors fulfill their own vision for custom alternative investment portfolios.Some of the guidance I give advisors can be found in my monthly blog. I write about different topics relative to the current state of the markets. It’s my way of helping advisors navigate the alternative investment landscape with cadenced thought leadership. I invite you to click here to read the latest posts: https://ppbcapitalpartners.com/news/ Outside of the office, you can find me following as many dribbles of college basketball season as I can. I am a hoops junkie, dating back to my days as an undergraduate at Villanova University. It’s no surprise that I enjoy watching the Wildcats make runs deep into the NCAA Tournament. Some of my best family memories were made traveling to the Final Four in Houston (2016) and San Antonio (2018) to witness Villanova’s most recent national championship victories. If you can’t tell March Madness is my favorite time of year. When it isn’t basketball season, I enjoy traveling and relaxing with my family. You can also find me on the golf course, or at the very least, practicing in a sim.
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Chief Investment OfficerPpb Capital Partners Jan 2020 - PresentWest Conshohocken, Pennsylvania, UsI lead all fund manager and portfolio/fund construction discussions at PPB for RIAs around the country. Launched in 2008, PPB Capital Partners brings premier alternative investment solutions and streamlined processing to the wealth advisor community. PPB builds and operates customized private fund solutions for wealth advisory firms nationwide. In addition, PPB provides wealth advisors entry points to a roster of best-in-class institutional alternative investment managers in strategies ranging from private equity, private credit, hedge funds, real estate, venture capital and alternative income. -
Chief Investment StrategistPpb Capital Partners Oct 2017 - Dec 2019West Conshohocken, Pennsylvania, Us -
Managing DirectorHedgewood Investment Consulting Jun 2016 - Sep 2017OCIO services including: Traditional and Alternative Manger Sourcing for: Hedge Fund, Private Equity, Venture Capital, Private Credit, Alternative Income and Real Assets. Asset Allocation Recommendations and Consulting.
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Director, Portfolio ManagementHatteras Funds Jun 2011 - May 2016Raleigh, North Carolina, Us -
Portfolio ManagerBarrister Investment Consulting Apr 2008 - Jun 2011Portfolio Manager/Financial Planner
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Investment OfficerGenspring Mar 2007 - Mar 2008
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Investment AnalystAbbot Downing Apr 2003 - Mar 2007San Francisco , Ca, Us -
Mba InternFidelity Capital Markets May 2001 - Aug 2001
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Financial AnalystAsset Management Group, Inc. Jun 1996 - Jul 2000Stamford, Ct, Us
Frank Burke, Cfa, Caia Skills
Frank Burke, Cfa, Caia Education Details
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Duke University - The Fuqua School Of BusinessMba -
Villanova UniversityGeneral
Frequently Asked Questions about Frank Burke, Cfa, Caia
What company does Frank Burke, Cfa, Caia work for?
Frank Burke, Cfa, Caia works for Ppb Capital Partners
What is Frank Burke, Cfa, Caia's role at the current company?
Frank Burke, Cfa, Caia's current role is Chief Investment Officer at PPB Capital Partners.
What is Frank Burke, Cfa, Caia's email address?
Frank Burke, Cfa, Caia's email address is fa****@****ors.com
What schools did Frank Burke, Cfa, Caia attend?
Frank Burke, Cfa, Caia attended Duke University - The Fuqua School Of Business, Villanova University.
What skills is Frank Burke, Cfa, Caia known for?
Frank Burke, Cfa, Caia has skills like Equities, Finance, Asset Allocation, Hedge Funds, Portfolio Management, Investments, Alternative Investments, Asset Management, Financial Analysis, Private Equity, Mutual Funds, Fixed Income.
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