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Advisors flock to steamy South Fla. for Pershing's conference and get a glimpse of web-based NetX360

Keynote speaker Henry Paulson talks about the most important moves of the financial crisis, says he couldn't have saved Lehman, and acknowledges he may never be widely recognized for averting disaster

Author Elizabeth MacBride June 10, 2010 at 6:04 AM
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Rich Brueckner: FINRA would be a logical place to look for help regulating RIAs.

Conferences



Related Moves

March 13, 2020 at 7:22 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

Pershing poaches a chief operating officer from Goldman Sachs, citing her experience doing client-onboarding revamps as a key

The Jersey City, N.J., clearing and custody company hired Emily Schlosser to fill the talent gap when Lori Hardwick left in 2017

July 23, 2020 at 11:19 PM

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

See more related moves

Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien



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