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PPB Capital Partners has been providing the wealth management industry with alternative investment solutions since 2008. PPB Capital Partners provides a roster of alternative investment managers, as well as creates and operates feeder funds and customized fund of funds for wealth management firms. PPB Capital Partners collaborates with private equity, venture capital, real estate, and hedge fund managers across the country. PPB Capital Partners serves as a comprehensive back office solution to ensure operational expertise, compliance, mitigate financial and opportunity costs, and provide access with lower investment minimums for wealth managers. PPB Capital Partners has served over 70 RIAs, family offices, bank wealth groups, and trust companies nationwide and has surpassed $1B+ of total capital invested.
ValleyStone Credit Union is a Wilbraham, MA-based company in the Financial Services sector.
Union Home Mortgage Corp. (UHM) is a high-growth, full-service retail, wholesale and consumer direct independent mortgage banking company with over 150 branches across the U.S. For 7 consecutive years, UHM has been awarded a Top Workplace. With a world-class culture that stands out in the mortgage industry, UHM Partners (employees) are guided by a Code of Conduct that emphasizes respect, open communication and accountability. UHM is an approved direct lender of Fannie Mae, Freddie Mac, FHA, VA, USDA and other conforming and non-QM loan products, with over $13 billion in responsible lending per year.
Marquette Commercial Finance is a Houston, TX-based company in the Financial Services sector.
Reliant Holdings is a Indiana, PA-based company in the Financial Services sector.