Brendan Lake

Brendan Lake

Formal First Name

Brendan Lake is the Founder, President and Chief Executive Officer of PPB Capital Partners, a firm providing alternative investment solutions and streamlined processing to the wealth advisory community. In his role, 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. Since 2008, he has built the firm’s infrastructure, recruited a senior leadership team, and guided the business through the financial crisis to achieve financial stability and profitability. Throughout his career Brendan has helped grow new and existing business units within financial services into large profit centers. In addition, Brendan has extensive experience in negotiations with wealth advisors and asset management firms.

Professional Experience

Academic History

  • Brendan architected the firm's alternative investment platform by innovating a streamlined, turnkey approach for advisors to access the private markets.

  • Prior to PPB, Brendan co-founded Pacer Financial LLC, 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.

  • He started his career with PLANCO, a national investment product marketing firm where he served as a Regional Marketing Director.