News, Vision & Voice for the Advisory Community


Between sessions at INSITE, Pershing execs describe how they'll spell victory in their grand custody merger -- and what stands in the way

Elsewhere at the southern Florida confab, Tibergien and former Secretary of Defense Robert Gates fill in for Hillary Clinton under stormy skies

Author Dina Hampton June 7, 2013 at 11:03 AM
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Jim Crowley: Success would be 'growing faster than the market at a multiple rate.'




Jeff McClure

Jeff McClure

June 11, 2013 — 7:26 PM

I just returned from the Pershing Conference. In my 30 years in this industry, I have been to more conferences than I like to think about. Suffice to say that Pershing’s InSite is consistently the most professional, polished, and client (us) oriented event I have ever witnessed. Pershing exists to serve the RIA and Indi b/d communities, and they are fully aware that is their mission. They remain the in the background and push us to the front. Even though we cannot be more than small fish to them, we have seen solid, tangible results from every recommendation we have made in the six years we have been using PAS as our primary custodian.

Brooke Southall

Brooke Southall

June 11, 2013 — 7:33 PM

Knowing firsthand how tough a critic (in a good way) you are, Jeff, Pershing should appreciate your appreciation all the more.




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June 26, 2014 — 3:43 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

BNY Mellon's new CEO is an RIA fan, and Pershing Advisor Solutions made a big personnel move to reflect it

Charles Scharf loosened the Pershing purse strings for Mark Tibergien who created 'head of platforms' position for Christina Townsend

March 12, 2019 at 10:14 PM

Pershing poaches a chief operating officer from Goldman Sachs, citing her experience doing client-onboarding revamps as a key

The Jersey City, N.J., clearing and custody company hired Emily Schlosser to fill the talent gap when Lori Hardwick left in 2017

July 23, 2020 at 11:19 PM

See more related moves

Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

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