December 20, 2016
December 20, 2016 — Jersey City, NJ - BNY Mellon's Pershing LLC is pleased to announce that Mark Tibergien, chief executive officer and managing director of Pershing Advisor Solutions, has been named to InvestmentNews' 2016 Icons & Innovators list . The recognition underscores Tibergien's profound and lasting contributions to the financial advice industry.
"For four decades, Mark has been a formidable figure in the advisory business," said Lisa Dolly, chief executive officer, Pershing LLC. "He is relentless in his commitment to advancing the profession and helping advisors stay ahead of evolving trends. This recognition underscores the extent of his contributions to the profession and our business."
Along with his role as the leader of Pershing Advisor Solutions—one of the country's leading custodians for registered investment advisors and family offices—Tibergien is also a managing director for Pershing and a member of its Executive Committee and BNY Mellon's Operating Committee.
"I'm honored to be named to this list of leaders who have nurtured the rise of the financial advice industry and are continuing to shape its future," said Tibergien. "This collection of honorees speaks to the positive impact made when we invest in others. I look forward to continuing our work of growing financial advisors' businesses and helping investors meet their financial goals."
A recipient of a number of industry awards—including Private Asset Management magazine's Lifetime Achievement Award in 2015 and Investment Advisor (IA) magazine's "Top 7 Most Honored People in IA 25 History"—Tibergien has also authored four books, the most recent being The Enduring Advisory Firm , which he co-authored with Kim Dellarocca, Global Head of Segment Marketing for BNY Mellon's Investment Services. Tibergien has also been a regular columnist for Investment Advisor magazine on management issues since 2005.
About BNY Mellon's Pershing
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage, managed account technology and operations and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing more than seven million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Professionally advised managed accounts are offered through its affiliate, Lockwood Advisors, Inc., which is an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on pershing.com, or follow us on 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 management and investment services in 35 countries. As of Dec. 31, 2019, BNY Mellon had $37.1 trillion in assets under custody and/or administration, and $1.9 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 www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.