PPB ADVISORS, LLC of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser (CRD 152303). Regulatory assets under management: $4.8B.
Compensation: % of AUM, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Simon H Patterson | PARTNER | Chicago, IL |
| Robert Lance Baker | CFO | Raleigh, NC |
| Simon Patterson | PARTNER | London, X0 |
| Jessica J Roeper | CHIEF COMPLIANCE OFFICER | — |
| Brendan William Lake | OFFICER AND OWNER; PRESIDENT | — |
| BAKER ROBERT LANCE | CFO | — |
| FRY CHARLES SHAY | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| LAKE BRENDAN W | CHIEF COMPLIANCE OFFICER, PRESIDENT, CEO; MANAGING MEMBER, CCO; PRESIDENT (+1 more) | — |
| GECZY CHRISTOPHER CHARLES | DIRECTOR OF CURRICULUM | — |
| CHAMBERS JOHN | SHAREHOLDER | — |
| PETERS RALEIGH GENE | PARTNER | — |
| STERN ADAM J | CFO | — |
| FLANNERY CHRISTOPHER PATRICK | CCO | — |
| LAKE BRENDAN WILLIAM | OFFICER AND OWNER; PRESIDENT | — |
| STERN ADAM JEFFREY | CFO; OFFICER AND OWNER | — |
| BARLETTA VINCENT FREDERICK | OWNER | — |
| TEUFEL FREDERICK CHARLES | CHIEF COMPLIANCE OFFICER | — |
| ROEPER JESSICA J | CHIEF COMPLIANCE OFFICER | — |