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Why Pershing's CEO pick looks uninspired, and why that look may be deceiving

LIsa Dolly is a rare 'lifer' in a transient industry but those who know the clearing giant's first woman leader say her entrepreneurial spirit and decades at Pershing make her an inspired choice

Author Lisa Shidler February 8, 2016 at 11:35 PM
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Lisa Dolly is no-nonsense but far from rigid, according to people who have worked with her.

Hybrid RIA


Women of Wealth Management



February 9, 2016 — 3:43 PM

I am confident that Lisa Dolly will do a great job, continue to lead us through challenging waters. I have a high level of confidence in her abilities, work ethic and intellect. She is a leader and has proven herself through hard work, dedication and measurable results. I look forward to supporting her and our clients and am proud that Pershing has chosen her for this leadership role.

Steve Dunlap

Steve Dunlap

February 9, 2016 — 5:07 PM

Congratulations, Lisa. Well deserved and I know you’ll have much success.

Mark Tibergien

Mark Tibergien

February 10, 2016 — 10:49 AM

The first part of your headline is a bit unfair considering how both our employees and clients feel about Lisa as an effective leader with great experiences, energy and perspective. But most of your story validates why we are excited about this orderly and planned transition to someone who has clearly earned the job of CEO. That said, I always find it interesting that those with the most negative and sour view tend to go unidentified as the source of the comment (e.g. “cut from the same cloth”) — I would expect such critics to have bigger cajones than to speak off the record as if they were a credible source of opinion. Had they been more informed, they would find that there is something compelling about having another senior leader being more steak than sizzle.

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Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Aite Group
Consulting Firm
Top Executive: Frank Rizza

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