Pershing
Steven Dunlap
Managing Director
Pershing, a BNY Mellon company
Chief Operation Officer
Pershing Managed Account Solutions
Steven Dunlap is Chief Operating Officer of Pershing Managed Account Solutions and a Managing Director for Pershing, a BNY Mellon company, where he is directly responsible for all relationship management, product strategy, operations and technology functions as they pertain to the delivery of turnkey and private-label managed account solutions to Pershing’s broker-dealer and registered investment advisor customers.
Prior to joining Pershing, Mr. Dunlap served as President of Finetre Corporation, where he played an integral role in positioning the firm as a leading provider of online annuity and life insurance transaction processing, workflow management and regulatory compliance platforms to major brokerage firms and insurance companies. Prior to joining Finetre, Mr. Dunlap was an Executive Vice President at Thomson Financial, where he was responsible for managing the business development, product management, international expansion and technology initiatives across three divisions within its CDA Weisenberger unit. He also served as Vice President of Product Management, focusing on technology solutions for investment professionals. Mr. Dunlap began his career as a Branch Manager at First Virginia Bank and later was a Broker at Legg Mason Wood Walker, Inc. He earned a Bachelor of Arts degree in Philosophy and Economics from the College of William and Mary in Williamsburg, Virginia.