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BNY Mellon’s Pershing Reimagines Future of Financial Advice with Bigger, Bolder Experiences at INSITE

GRAPEVINE, TX – BNY Mellon’s Pershing (“Pershing”) celebrates the bright future of financial advice this week at their flagship INSITE conference, together with business leaders, industry advocates and next generation talent. An action-packed agenda will serve up interactive networking, workshops and a dedicated recruiting session with leading wealth management and advisory firms.

“The next generation of talent has the power to reshape our industry,” said Ben Harrison, Co-Head, Wealth Solutions, BNY Mellon’s Pershing. “The support of today’s leadership is key to driving future progress. Pershing is committed to empowering potential through education, community connection and professional opportunities for students and current professionals to expand and grow.”

Highlights will include:

  • INSITE Student Experience, designed to connect the next generation of financial services professionals with learning and career opportunities, will double in size this year to include more than 60 university students. Participants were nominated by faculty leaders from 12 of the nation’s leading CFP-certified universities and colleges. Over 100 students have participated in the program to-date, and have benefitted from access to leaders at wealth management firms, industry organizations and influencers, including The CFP Board Center for Financial Planning and The Foundation for Financial Planning (FFP).
  • Diverse Future Leadership Community will reunite at INSITE for open, game-changing conversations, workshops and networking driven by Pershing’s:
    • Minority Business Enterprise (MBE) Council, made up of Pershing clients who lead successful minority, women and veteran-owned businesses, and is designed to amplify opportunities in the financial services space, and highlight the strength and perspectives of leaders motivating positive change within the industry.  
    • Next Leadership Forum (NLF), emerging leaders from wealth management firms across the country, poised to deliver the future of financial advice.

“Tomorrow’s financial services leaders need to see and experience future opportunities today,” said Maura Creekmore, Co-Head, Wealth Solutions, BNY Mellon’s Pershing. “Exposure to the multitude of career paths within financial services is the best way to connect talent with opportunity. We are proud to lead the way as an advocate, and open minds and doors for the next generation.”

For more information about INSITE 2022—including a full agenda of speakers, sessions and events please visit Join the conversation on social media by following @Pershing on LinkedIn and Twitter and the #realinsite hashtag.

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.

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BNY Mellon’s Pershing
Liz Ozaist
+1 (347)-528-3559

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