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Mark Tibergien

Board Member - Independent

  • Board of Managers

Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry.

Mark’s professional background spans Executive Leadership, Consulting, Training, Writing, and Speaking.  He has led organizations from start-up to exit, from dynamic growth to turn-around.

Most notable is the merger of a training and consulting firm into Moss Adams LLP; the growth of Moss Adams into the leading authority on practice management for RIAs and Broker/Dealers; and the positioning of Pershing LLC to become one of the top three custody providers to RIAs and Family Offices in the United States.

He has also consulted with hundreds of independent registered investment advisors, broker-dealers, investment managers, insurance companies, and other financial services organizations in the United States, Australia, the United Kingdom, Europe, and Canada.

From 2008 to 2020, Mark served as Chief Executive Officer of Pershing Advisor Solutions LLC, an affiliate of Pershing LLC and a division of The Bank of New York Mellon. The company provides custody, clearing and execution services to Family Offices, Wealth Management, and Investment Management firms.  Under Mark’s leadership Pershing’s RIA Custody Business grew from $45 Billion of AUC in 2010 to more than $800 billion of AUC by the end of 2019.

Mark served as a member of Pershing LLC’s Executive Committee; a member of BNY Mellon’s Senior Leadership Committee; BNY Mellon N.A.’s Executive Committee, and a Member of BNY Mellon’s CEO’s Advisory Council on Diversity, Equity & Inclusion.

Prior to joining Pershing, he was a Principal in the accounting and consulting firm, Moss Adams LLP, where he was Partner-in-Charge of the Business Consulting Group, Chairman of the Securities Industry Group, and Partner-in-Charge of the Business Valuation Group.  While at Moss Adams, he introduced the first industry benchmarking studies for both RIAs and Broker/Dealers, and the first compensation study for RIAs, all of which have been adopted or replicated by other leading custodians and fund companies.

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Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry.

Mark’s professional background spans Executive Leadership, Consulting, Training, Writing, and Speaking.  He has led organizations from start-up to exit, from dynamic growth to turn-around.

Most notable is the merger of a training and consulting firm into Moss Adams LLP; the growth of Moss Adams into the leading authority on practice management for RIAs and Broker/Dealers; and the positioning of Pershing LLC to become one of the top three custody providers to RIAs and Family Offices in the United States.

He has also consulted with hundreds of independent registered investment advisors, broker-dealers, investment managers, insurance companies, and other financial services organizations in the United States, Australia, the United Kingdom, Europe, and Canada.

From 2008 to 2020, Mark served as Chief Executive Officer of Pershing Advisor Solutions LLC, an affiliate of Pershing LLC and a division of The Bank of New York Mellon. The company provides custody, clearing and execution services to Family Offices, Wealth Management, and Investment Management firms.  Under Mark’s leadership Pershing’s RIA Custody Business grew from $45 Billion of AUC in 2010 to more than $800 billion of AUC by the end of 2019.

Mark served as a member of Pershing LLC’s Executive Committee; a member of BNY Mellon’s Senior Leadership Committee; BNY Mellon N.A.’s Executive Committee, and a Member of BNY Mellon’s CEO’s Advisory Council on Diversity, Equity & Inclusion.

Prior to joining Pershing, he was a Principal in the accounting and consulting firm, Moss Adams LLP, where he was Partner-in-Charge of the Business Consulting Group, Chairman of the Securities Industry Group, and Partner-in-Charge of the Business Valuation Group.  While at Moss Adams, he introduced the first industry benchmarking studies for both RIAs and Broker/Dealers, and the first compensation study for RIAs, all of which have been adopted or replicated by other leading custodians and fund companies.