custodian
Pershing
In PWD coverage since August 21, 2026 · 2 stories
-1Talent net · 12 months3 in · 4 out
Talent flow · 12 monthsOn the wire →
Net -1 · 3 arrivals · 4 departures
Arrivals
Ben Harrison
Aug 21 · from Pershing Advisor Solutions
Emily Schlosser
Aug 21 · from Goldman Sachs
Jim Crowley
Aug 21 · from Pershing
Departures
Mark Tibergien
Aug 21 · destination pending
Lori Hardwick
Aug 21 · destination pending
Maura Creekmore
Aug 21 · destination pending
Lisa Dolly
Aug 21 · destination pending
PWD coverage
Moves
The custody layer gets its own talent war
Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.