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At Junxure confab No. 2, Friedman kvells about his 6-week-old Cloud and announces closer ties with Pershing

Mark Tibergien was on hand to cement the Junxure-Pershing connection -- and to call baloney on Joe Duran's Cassandra-like forecast for RIAs

Author Guest Columnist Timothy D. Welsh September 17, 2014 at 5:15 AM
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Greg Friedman: In just the first six weeks of general release, we have over 80 firms and 500 users.

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Related Moves

January 19, 2023 at 3:31 AM

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.

March 13, 2020 at 7:22 AM

Mark Tibergien sets up Ben Harrison to challenge Schwabitrade with a $150 million cut to Pershing's minimum and millions more to develop Veo-busting technology

The CEO suite hand-off in Jersey City pulls a trigger on a plan to bypass Fidelity's and eventually Schwab's custody units by luring disaffected RIAs.

March 11, 2020 at 7:58 AM

The great Mark Tibergien is set to step down from CEO of Pershing Advisor Services to make way for heir apparent Ben Harrison

The RIA custody chief is a tireless and personable leader, consultant and guru who leaves BNY Mellon's RIA custody unit as its mission radically shifts

March 4, 2020 at 4:16 AM

See more related moves

Mentioned in this article:

Junxure
CRM Software
Top Executive: Greg Friedman

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien



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