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Wednesday, October 7, 2026The Morning Brief →Sign in
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Executive appointment

Lisa Dolly

Leaves Pershing · destination not reported

Reported

What changed

Made a surprise exit as CEO of Pershing.

Reported / discovered
May 26, 2022
Effective
Not reported
New role
CEO
Previous role
Not reported
Market
Jersey City, NJ
Reported book
Not disclosed
Reported team size
Not disclosed
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

RIABiz ↗May 26, 2022 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
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