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Pershing, Dynasty and Envestnet gang-tackle Credit Suisse and jolt loose $1 billion duo

Hal Lambert and Jeff Wildin held their breakaway fire for several years until they could get all the capabilities -- and keep 100% ownership

Author Brooke Southall November 4, 2013 at 2:56 PM
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Hal Lambert: You're viewed as a $15-billion firm.

Related Moves

Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'

January 19, 2023 at 3:31 AM

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.

March 13, 2020 at 7:22 AM

Mark Tibergien sets up Ben Harrison to challenge Schwabitrade with a $150 million cut to Pershing's minimum and millions more to develop Veo-busting technology

The CEO suite hand-off in Jersey City pulls a trigger on a plan to bypass Fidelity's and eventually Schwab's custody units by luring disaffected RIAs.

March 11, 2020 at 7:58 AM

What to make of Pershing CEO Lisa Dolly's surprise exit and the sped-up entry of 35-year Pershing veteran Jim Crowley

When Dolly and Lori Hardwick were promoted, bing, bing, in 2016, Pershing experienced a lift but here comes 'charismatic' and 'RIA-familiar' Jim Crowley

May 9, 2019 at 2:18 AM

See more related moves

Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Diamond Consultants
Recruiter
Top Executive: Mindy Diamond

Envestnet Inc
TAMP
Top Executive: Jud Bergman




Jeff Spears

Jeff Spears

November 4, 2013 — 8:56 PM

The breakaway movement is alive and well!

Dynasty understands the most important item for corner office brokers is 100% ownership!

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