News, Vision & Voice for the Advisory Community


Pershing, Dynasty and Envestnet gang-tackle Credit Suisse and jolt loose $1 billion duo

Hal Lambert and Jeff Wildin held their breakaway fire for several years until they could get all the capabilities -- and keep 100% ownership

Author Brooke Southall November 4, 2013 at 2:56 PM
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Hal Lambert: You're viewed as a $15-billion firm.

Breakaway Stories


Hybrid RIA

Jeff Spears

Jeff Spears

November 4, 2013 — 8:56 PM

The breakaway movement is alive and well!

Dynasty understands the most important item for corner office brokers is 100% ownership!



June 26, 2014 — 5:32 AM

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June 26, 2014 — 7:00 AM

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Related Moves

January 19, 2023 at 3:31 AM

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.

March 13, 2020 at 7:22 AM

Mark Tibergien sets up Ben Harrison to challenge Schwabitrade with a $150 million cut to Pershing's minimum and millions more to develop Veo-busting technology

The CEO suite hand-off in Jersey City pulls a trigger on a plan to bypass Fidelity's and eventually Schwab's custody units by luring disaffected RIAs.

March 11, 2020 at 7:58 AM

What to make of Pershing CEO Lisa Dolly's surprise exit and the sped-up entry of 35-year Pershing veteran Jim Crowley

When Dolly and Lori Hardwick were promoted, bing, bing, in 2016, Pershing experienced a lift but here comes 'charismatic' and 'RIA-familiar' Jim Crowley

May 9, 2019 at 2:18 AM

See more related moves

Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Diamond Consultants
Top Executive: Mindy Diamond

Envestnet Inc
Top Executive: Jud Bergman

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