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

[The Investors First Podcast, EP. 12]

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Our 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. He is joined by local guest host Steve Curley, Chief Investment Officer of WaterOak Advisors and President of the CFA Society Orlando.

 

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


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Episode Notes

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?