# Brendan Lake

> Brendan William Lake is the founder and CEO of PPB Capital Partners, a Pennsylvania firm providing private-market access, custom fund structures, and operational support to U.S. wealth advisors. His career includes PLANCO and co-founding Pacer Financial; his public commentary emphasizes advisor relationships, flexible structures, and alignment of interests.

- **Role:** Founder and CEO at PPB Capital Partners
- **Organizations:** PPB Capital Partners, Pacer Financial LLC, PLANCO
- **Education:** Bachelor’s degree; field not specified, Temple University, Master’s degree; field not specified, Fels Institute, University of Pennsylvania
- **Known for:** Built PPB through the financial crisis after its July 2008 launch., PPB was named to the Inc. 5000 in 2025 and 2026, ranking 1,950 in 2026., PPB reported 200 customized fund structures operated as of August 31, 2026.

## Career timeline

- **—** — Began his career at PLANCO as a regional marketing director.
- **—** — Co-founded Pacer Financial LLC before launching PPB.
- **2008-07** — Launched PPB Capital Partners from his Philadelphia condominium.
- **2017** — PPB served as a strategic fundraising partner for Fundamental Advisors’ third fund.
- **2020** — PPB reported over $1 billion in capital invested and 250+ investments made.
- **2021** — Featured on Gaining Perspective discussing PPB’s private-market platform.
- **2026** — Continues as founder and CEO while PPB expands its senior leadership team.

## Achievements

- Built PPB through the financial crisis after its July 2008 launch.
- PPB was named to the Inc. 5000 in 2025 and 2026, ranking 1,950 in 2026.
- PPB reported 200 customized fund structures operated as of August 31, 2026.

## Latest updates

- **2026-09** — PPB announced Olivia Eisinger as chief growth officer and Anthony Wilson as head of strategic partnerships; Lake described the hires as an investment in stronger advisor and partner relationships.
- **2026-08** — PPB announced its second consecutive Inc. 5000 appearance, at rank 1,950.
- **2026-07** — Published an Advisor Perspectives article questioning platform incentives and advocating alignment with independent advisors.
- **2026-03** — PPB announced an expanded business-operations role for Bob Oros, working alongside Lake.
- **2026-03** — Featured in Asset TV’s Out of Office series discussing philanthropy and opportunities for young children.

## Links

- Website: https://ppbcapitalpartners.com/our-team/brendan-lake/
- LinkedIn: https://www.linkedin.com/in/brendan-w-lake-3171a86

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Profile page: https://yespress.io/brendan-lake
Published by YesPress — https://yespress.io
Last updated: 2026-10-10