Albridge, an Affiliate of BNY Mellon’s Pershing, Announces the Winners of the 2016 Albridge Data Excellence Awards

September 20, 2016

Inaugural awards recognize outstanding contributions to driving meaningful improvements in data quality for advisors and the broker-dealer industry

CHICAGO, IL, September 20, 2016 – Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced the winners of the 2016 Albridge Data Excellence Awards. The inaugural Data Excellence Awards recognize the Albridge clients who are at the forefront of driving meaningful data quality improvements in the broker-dealer industry, and who have made outstanding contributions to the Albridge Data Quality Forum community. The Albridge Data Quality Forum is comprised of operations and technology professionals from broker-dealers, custodians and product companies. The Forum participants meet regularly with the goal of advancing industry data quality practices through discussion of key issues and by sharing best practices.

Albridge recognized 23 financial institutions as recipients of the 2016 Albridge Data Excellence Award. Special recognition was given to financial services firm Baird, who was honored with the 2016 Data Excellence Champion Award, for the firm’s dedication and commitment to Data Excellence in support of the best advisor and investor experience. In addition, individual recognition was given to Heather Barnett of Cambridge Investment Research and Doree Sargent of Lincoln Financial Group for their individual efforts in driving meaningful change across the industry – specifically collaborating with product companies to improve the client experience.

“The key to the advisor-investor relationship is trust. To build this trust, advisors and investors must be confident in the data they use to make investment decisions. The award recipients have been relentless in their effort to provide advisors and investors with data integrity and data of the highest quality,” said Greg Borgman, director of data management at Albridge. “The award also recognizes the significant contributions they made to the Albridge Data Quality Forum, helping to drive industry-wide improvements for the benefit of all investors. We thank and congratulate the recipients, and look forward to helping them continue their pursuit of data excellence.”

“We are honored to receive this distinguished award from Albridge,” said Ryan Burwell, director of private wealth management technology strategy at Baird, “Providing our advisors with data of the highest-quality is just as important as ensuring that they are well-equipped to serve as strong, reliable financial partners to those who entrust their capital to us.”

The awards were presented this week at the 2016 Albridge Forum in Chicago.

Albridge aggregates data for over 48 million accounts at over 180 financial institutions for over 60,000 advisors. The Albridge Financial Data Network processes over 10 billion financial data records per month from more than 90 data sources and 650 product companies —offering a breadth of coverage unmatched in the industry.

About BNY Mellon's Albridge

BNY Mellon’s Albridge Solutions Inc. is a leading provider of enterprise data management solutions that deliver a single view of an investor's broad range of assets. Our proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more.

Albridge processes this cleansed data and uses it to power a variety of downstream technology solutions, including performance reporting, sales practice monitoring, data warehousing, business intelligence, imaging and workflow. Albridge provides the foundation for financial organizations to leverage a single source of information to power a number of mission critical technology applications. Albridge Solutions Inc. is an affiliate of Pershing LLC. Additional information is available at

About BNY Mellon's Pershing

BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.

Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting.

Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.

Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on, or follow us on LinkedIn or Twitter @Pershing.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of June 30, 2021, BNY Mellon had $45.0 trillion in assets under custody and/or administration, and $2.3 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.