Service: Evan LaHuta, Chris Child
If one of the four defining characteristics of Pershing Advisor Solutions is service, what’s the PAS philosophy on customer service for advisors?
Operations: Karen Novak
When Karen Novak began working at what was then called Pershing Management Services in 1996, the custodian was serving “simple money managers; our target was the $0 million to $75 million RIA.”
There’s plenty going on at Pershing Advisor Solutions, the RIA custody arm of Pershing, and Mark Tibergien is at the center of that action.