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Brian Shea

5 articles

Articles tagged "Brian Shea"

Mark Tibergien dodges F-Bombs from Julia Louis-Dreyfus -- allowing women to dominate Pershing's grab for change.

Jun 10, 2016

Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its software side, softer side -- as it gets beyond NetX360 and men with a hard-wired approach

Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift

Lori Hardwick elicits streams of superlatives from the industry.

Feb 11, 2016

Completing matriarchal coup, Pershing raids Envestnet's top drawer to grab Lori Hardwick, whom many thought unpoachable

Pershing's top two executives are now women with Lisa Dolly being replaced as COO by another dynamo

Lisa Dolly is no-nonsense but far from rigid, according to people who have worked with her.

Feb 8, 2016

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

RIABiz spent its first marketing dollars cladding bar staff at INSITE, with help from Ryan Shanks. [Photo by Mike Byrnes]

Jun 7, 2012

Pershing draws a record crowd to steamy Miami but many hearts are in D.C.

INSITE produced bipartisan cheers for Bill Clinton and a split view on the FINRA battle up North

Mark Tibergien: There are certain reasons – some regulatory - why end clients require a bank custodian rather than a brokerage custodian.

Jun 10, 2011

After trying life as two silos, the custody units of BNY Wealth Management and Pershing will largely merge

Collaboration and shared marketing are in the works

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Brian Shea

Articles tagged "Brian Shea"

Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its software side, softer side -- as it gets beyond NetX360 and men with a hard-wired approach

Completing matriarchal coup, Pershing raids Envestnet's top drawer to grab Lori Hardwick, whom many thought unpoachable

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

Pershing draws a record crowd to steamy Miami but many hearts are in D.C.

After trying life as two silos, the custody units of BNY Wealth Management and Pershing will largely merge

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