Brendan Lake

Founder, Chief Executive Officer

Since July of 2008, with the help of his dedicated colleagues, Brendan 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 while continuously developing a robust countrywide network of registered investment advisors, single & multifamily offices and bank wealth groups.

In addition, Brendan has extensive experience in negotiations with wealth advisors, fund sponsors and service providers.

Brendan earned a bachelor’s degree from Temple University and a master's degree from the University of Pennsylvania. Brendan holds the Series 7, 63, and 65 securities licenses.

Talks About
#investments #mutualfund

Preferred Locations
#Northamerica