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Mark Tibergien reveals big Pershing robo future as his firm partners with Vanare, SigFig and Jemstep -- and follows TD Ameritrade's open API lead

In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names

Author Brooke Southall May 4, 2016 at 6:11 PM
1 Comment
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Mark Tibergien: That's probably our highest priority -- an API store.

RIA Custodians





Marie Swift

Marie Swift

May 5, 2016 — 1:02 AM

Great article, Brooke. Only wish I could have been in the room when Mark Tibergien made the announcement. Loved Joel Bruckenstein’s comment about Vanare being a dark horse in the race. Urban Dictionary defines a “dark horse” as someone or something “somewhat unknown who exceeds expectations of all others in an event.” Sounds like Rich Cancro and his team at Vanare to me. Its been my pleasure to work alongside them the past year or so. Definitely don’t under estimate them. They are smart, motivated, nimble and experienced at building out solutions for advisors and firms. Will be interesting to see how this shapes the future for RIAs.

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

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

See more related moves

Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Financial Planning Software
Top Executive: Rich Cancro

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