BNY Mellon’s Pershing Receives Financial Capability Innovation Award from Education Technology Innovator, EverFi

April 13, 2017

Award Recognizes Pershing’s Financial Education Advocacy and Efforts to Elevate the Profession of Financial Advice

Jersey City, NJ, April 13, 2017 – BNY Mellon’s Pershing was honored this week as part of the third annual Financial Capability Innovation Awards presented by the nation’s leading education technology innovator, EverFi, Inc.

Presented at the NASDAQ MarketSite in New York, the award recognizes Pershing’s financial education advocacy and efforts to elevate the profession of financial advice.

Pershing Receives Financial Capability Innovation Award from Education Technology Innovator

“Financial advisors are uniquely positioned to provide financial education to the next generation of investors,” said Mark Tibergien, CEO, Pershing Advisor Solutions. “The goal of our relationship with EverFi is to empower advisors with the tools and the resources to equip students with essential financial skills. At Pershing, we are personally invested in building financial futures, and we hope that a better understanding of personal finance will also lead to increased interest in the profession of financial advice.”

In an effort to broaden the impact of its efforts, Pershing is working with EverFi to further engage the advisor community and bring the Adopt-A-School program to more high schools across the United States.

This program will provide advisors with the latest in education technology to create and teach a curriculum that brings complex financial concepts to life for today’s digital generation. These personal economics courses offer programming on a variety of financial topics including credit scores, insurance, credit cards, student loans, mortgages, taxes, stocks, savings, 401k’s, and other critical concepts that map to national financial literacy standards.

"The Financial Capability Innovation Awards honors institutions that are truly dedicated to going above and beyond in service to their communities,” said Ray Martinez, EverFi President of Financial Education. “We’re thrilled to honor Pershing with this award. For EverFi, our time here at NASDAQ reminds us just how critical the role innovation continues to play in empowering Americans to pursue economic opportunity and achieve financial security for themselves, their families, and their community."

Honorees for the Award were selected based on a set of criteria that included the scale and reach of their financial education initiatives, the duration of their commitment, and unique employee volunteering activities that supplement their programs.

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 andmillions 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 EverFi

EverFi, Inc. is the education technology innovator that empowers K-12, higher education, and adult learners with the skills needed to be successful in life. The company teams with major corporations and foundations to provide the programs at no cost to K-12 schools. Some of America’s leading CEOs and venture capital firms are EverFi investors including Amazon founder and CEO Jeff Bezos, Twitter founder Evan Williams, and Google Chairman Eric Schmidt. Learn more at