News, Vision & Voice for the Advisory Community


BNY Mellon is arming Pershing's RIA unit to the teeth with banking products for ultra high net worth clients

Clients of Pershing RIAs can get jumbo mortgage loans -- a good lure for breakaways used to cross-selling like mad at wirehouses

Author Lisa Shidler December 11, 2013 at 6:42 PM
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Bill Johnston: Our plans are to work with Pershing to bring private banking solutions to the RIA community in a structured, tailored, thoughtful manner.



June 26, 2014 — 2:13 AM

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June 26, 2014 — 3:43 AM

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Related Moves

Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'

January 19, 2023 at 3:31 AM

Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering

The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.

September 21, 2023 at 1:53 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

See more related moves

Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Diamond Consultants
Top Executive: Mindy Diamond

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