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.
Listed skills include Equities, Finance, Asset Allocation, Hedge Funds, and 20 others.
