BNY Mellon’s Pershing Sponsors FSI OneVoice for the Fifth Consecutive Year

January 19, 2017

Jersey City, NJ, January 19, 2017 – BNY Mellon's Pershing will be in full force at the 2017 Financial Services Institute (FSI) OneVoice Conference , taking place Jan. 23–25 at the Marriott Marquis hotel in San Francisco, CA. In addition to a booth (#213) presence, several Pershing executives will be participating in panel discussions, covering topics ranging from driving revenue growth in a post-DOL world and challenges and opportunities of a hybrid RIA model, to managing different share classes and developing and fostering an engaged workforce.

"This year's OneVoice conference comes at a transformative time for our industry given the advances in technology, shifting regulatory environment, and evolving business models," said Jim Crowley, chief relationship officer and a managing director for Pershing, a BNY Mellon company.

"There's rarely been a more important time for us to come together and share insights on how to best capitalize on the opportunities presented by this transformation. OneVoice offers a perfect forum for us to engage with our clients and develop new ideas and solutions that will take their businesses to the next level."

FSI's OneVoice conference is the annual in-person gathering for broker-dealer home office executives. The conference offers education and networking sessions that are specifically designed for CEOs, senior executives, managers and employees of member and prospective member firms.

Pershing panelists at OneVoice include:

  • Mitch Bell, Director, Pershing, a BNY Mellon company
    • The Alphabet Soup of Share Class Pricing (THE CEO TRACK)
    • Jan. 24 @ 8:00 a.m.
  • Lawrence Gratch, Director, Managed Investments, Pershing, a BNY Mellon company
    • Growing Your Business in the New DOL Fiduciary Environment (MARKETING, GROWTH & DEVELOPMENT TRACK)
    • Jan. 24 @ 8:00 a.m.
  • Lori Hardwick, Chief Operating Officer, Pershing, a BNY Mellon company
    • The Shifting Sands of Revenue in a Post-DOL World (CEO TRACK)
    • Jan. 24 @ 9:30 a.m.
  • Michael Partnow, Director, Pershing, a BNY Mellon company
    • The Challenges and Opportunities of Employing a Hybrid RIA Model (IAS TRACK)
    • Jan. 24 @ 9:30 a.m.
  • Maura Creekmore, Managing Director, Pershing, a BNY Mellon company
    • Driving Operational Excellence with an Engaged Operations Staff (OPERATIONS & TECHNOLOGY TRACK)
    • Jan. 24 @ 9:30 a.m.

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, 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 and wealth management and investment services in 35 countries. As of Dec. 31, 2020, BNY Mellon had $41.1 trillion in assets under custody and/or administration, and $2.2 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.