The big impression Mark Tibergien and his reverse mentor, Kayla Flaten, 25, made on me over a Manhattan lunch
With 37 years separating them, the interplay has an invaluable zing, buzz and usefulness to it; In other words, it's fun
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
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
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Pershing Advisor Solutions
Top Executive: Mark Tibergien
The Rudin Group
Marketing & Public Relations
Top Executive: April Rudin
Our firm receives our best ideas from my reverse mentor Beverly.
Try it you will like it and benefit from it immediately.
Great example of the practical implementation of reverse mentoring in a corporate setting. Equally impactful in smaller organizations where succession readiness & talent development are priorities.
I’m all for reverse mentor for anyone who might want the insight. But is this a radically new concept? I get the same results from my children whether I seek it or not.
Thanks, Jeff and Cathy. JD, I have kids myself who are ages 19 and 21. While they may offer “insight” that is sometimes helpful, it is not given in the same spirit as what Pershing has set-up formally. However, I do agree that “kids say the darndest things” and that we should pay more attention to them…
As April mentioned in her column, this idea has been around for a while so it’s not novel but it is new to us in application. I’ve heard others say before they get all the input they can use from their kids, which is a great way to stay current. In our case, We found that this structured approach allowed for good give and take, plus the mentees don’t supervise their reverse mentors so there isn’t the parent/child or boss/subordinate dynamic to deal with as a potential distraction. It’s a good perspective that supplements what we get elsewhere including from our families. The biggest impact beyond contributing to our client experience and innovation is around employee engagement. In other words, this is not just about the principals but the rest of the team who have a real seat at the table and an opportunity to influence how we do what we do. We hope and expect this will continue to make us relevant to next generations of employees and clients.