Frank Burke, Cfa, Caia

Frank Burke, Cfa, Caia Email and Phone Number

Chief Investment Officer at PPB Capital Partners @ PPB Capital Partners
Frank Burke, Cfa, Caia's Location
Exton, Pennsylvania, United States, United States
Frank Burke, Cfa, Caia's Contact Details

Frank Burke, Cfa, Caia work email

Frank Burke, Cfa, Caia personal email

n/a
About Frank Burke, Cfa, Caia

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.

Frank Burke, Cfa, Caia's Current Company Details
PPB Capital Partners

Ppb Capital Partners

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Chief Investment Officer at PPB Capital Partners
Frank Burke, Cfa, Caia Work Experience Details
  • Ppb Capital Partners
    Chief Investment Officer
    Ppb Capital Partners Jan 2020 - Present
    West Conshohocken, Pennsylvania, Us
    I 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.
  • Ppb Capital Partners
    Chief Investment Strategist
    Ppb Capital Partners Oct 2017 - Dec 2019
    West Conshohocken, Pennsylvania, Us
  • Hedgewood Investment Consulting
    Managing Director
    Hedgewood Investment Consulting Jun 2016 - Sep 2017
    OCIO 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.
  • Hatteras Funds
    Director, Portfolio Management
    Hatteras Funds Jun 2011 - May 2016
    Raleigh, North Carolina, Us
  • Barrister Investment Consulting
    Portfolio Manager
    Barrister Investment Consulting Apr 2008 - Jun 2011
    Portfolio Manager/Financial Planner
  • Genspring
    Investment Officer
    Genspring Mar 2007 - Mar 2008
  • Abbot Downing
    Investment Analyst
    Abbot Downing Apr 2003 - Mar 2007
    San Francisco , Ca, Us
  • Fidelity Capital Markets
    Mba Intern
    Fidelity Capital Markets May 2001 - Aug 2001
  • Asset Management Group, Inc.
    Financial Analyst
    Asset Management Group, Inc. Jun 1996 - Jul 2000
    Stamford, Ct, Us

Frank Burke, Cfa, Caia Skills

Equities Finance Asset Allocation Hedge Funds Portfolio Management Investments Alternative Investments Asset Management Financial Analysis Private Equity Mutual Funds Fixed Income Financial Modeling Management Valuation Due Diligence Capital Markets Investment Management Bloomberg Asset Managment Fund Of Funds Microsoft Excel New Business Development Marketing

Frank Burke, Cfa, Caia Education Details

  • Duke University - The Fuqua School Of Business
    Duke University - The Fuqua School Of Business
    Mba
  • Villanova University
    Villanova University
    General

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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