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Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody

Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody

FromThe Investors First Podcast


Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody

FromThe Investors First Podcast

ratings:
Length:
25 minutes
Released:
May 28, 2020
Format:
Podcast episode

Description

Our guest today is Ben Harrison, who will be named as the head of BNY Mellon’s Pershing registered investment advisor (RIA) custody business, succeeding Mark Tibergien, effective June 1, 2020.  He joined Pershing in 2006 and was promoted to lead business development for advisory marketplace solutions on the West Coast in 2013. In 2015, Harrison became the head of business development for the RIA custody business. He took on the additional role of relationship management in 2019. He has been serving in his current role since then.  In this episode, we discuss the growth Pershing has had since he started his career, trends within the custody industry, lessons he learned from Mark Tibergien, and why he’s bullish on advice. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL (0:38)  —  Colby Donovan and Steve Curley introduce the podcast (1:50 ) — Introduce Ben Harrison and his background (4:35) – Future of the custodian business (14:20) – What he’s learn from Mark Tibergien (17:30) – Pershing’s focus on the Central Florida market (19:55) – What separates Pershing from competitors (22:00) – Where to reach him: LinkedIn (22:08) – Who is the one person you’d love to have a conversation with right now? (22:55) - What are you most pessimistic and optimistic about in the world right now?
Released:
May 28, 2020
Format:
Podcast episode

Titles in the series (82)

The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.