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
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.
Congratulations, Lisa. Well deserved and I know you’ll have much success.
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.
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
Alois Pirker sets up shop in Marblehead by taking a page from the RIAs he advises
The former Aite-Novarica consulting chief wants the latitude of Pirker Partners to take the gigs he wants and avoid corporate consulting economics -- namely selling reports.
January 21, 2023 at 5:03 AM
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
Walt Bettinger sheds 'president' title and Bernie Clark gets new boss as Schwab appoints Rick Wurster as president and No. 2 in charge
The Schwab CEO gets 2016 'Windhaven' hire to share burden of governance from enormity of $8-trillion post-TDA, post-USAA, post-Motif growth.
December 20, 2021 at 11:59 PM
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