Mark Tibergien

Biography

Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry. Mark’s professional background spans executive leadership, consulting, training, writing, and speaking. He has led organizations from start-up to exit, from dynamic growth to turn-around. Most notable is the merger of a training and consulting firm into Moss Adams LLP, the growth of Moss Adams into the leading authority on practice management for RIAs and broker/dealers, and the positioning of Pershing LLC to become one of the top three custody providers to RIAs and Family Offices in the United States.

He is an independent director of Pathstone, a $20 billion multi-family office business and RIA, and an Advisory Board Member of Commonwealth Financial Network, an Independent Broker/Dealer. Most recently, in 2021, Mark was appointed Advisor In Residence to Ernst & Young’s Wealth & Asset Management group, an advisory role to help shape strategy, especially as it relates to the RIA segment of the market.

From 2008 to 2020, Mark served as Chief Executive Officer of Pershing Advisor Solutions LLC, an affiliate of Pershing LLC and a division of The Bank of New York Mellon. The company provides custody, clearing, and execution services to Family Offices, Wealth Management, and Investment Management firms. Under Mark’s leadership, Pershing’s RIA Custody Business grew from $40 Billion of AUC in 2010 to more than $800 billion of AUC by the end of 2019. Mark served as a member of Pershing LLC’s Executive Committee, BNY Mellon’s Senior Leadership Committee, BNY Mellon N.A.’s Executive Committee, and BNY Mellon’s CEO’s Advisory Council on Diversity, Equity & Inclusion.

Before joining Pershing, he was a principal in the accounting and consulting firm, Moss Adams LLP, where he was Partner-in-Charge of the Business Consulting Group, Chairman of the Securities Industry Group, and Partner-in-Charge of the Business Valuation Group. While at Moss Adams, he introduced the first industry benchmarking studies for both RIAs and Broker/Dealers, all of which have been adopted or replicated by other leading custodians and fund companies.

He also wrote the industry’s first book on valuing, buying, and selling advisory practices, which helped set the stage for the rapid increase in M&A activity within this space. At the time, Moss Adams was one of the leading consolidators of accounting firms in the Western U.S. to achieve market dominance serving middle-market companies.

He joined Management Advisory Services (MAS), Inc. in 1986 and became its president in 1989. He led the merger of MAS into Moss Adams in 1994. MAS provided financial management workshops to closely held business owners throughout the US. The firm also specialized in the valuation of closely held businesses. In addition to his role as executive head of the firm, Mark was a workshop and seminar instructor for banks and businesses while also building the valuation practice into one of the leading providers in the Pacific Northwest.

Beginning in 1975, Mark was a vice president, and director of Willamette Management Associates, Inc., an RIA which provided investment research, investment management, and business valuation services throughout the Pacific Northwest.

Before transitioning directly into the financial services industry, Mark wrote for Investment Dealers’ Digest in Chicago. Previously, he worked as a general assignment newspaper and radio reporter in Michigan’s Upper Peninsula.

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Reviews & Ratings

     Excellent  
     Based on 56 reviews 
    
 
 
   
 
 
        
   Waldo Waldman 
 May 19, 2024
 
 
 Trustindex verifies that the original source of the review is Google. I’ve been Speaking professionally for 21 years and work with the largest agencies in the world. I’m a Hall of Fame keynote speaker and a New York Times best selling Author. I have can honestly say in full confidence that Seth Dechtman and his team at Keynote Curator is the best agency I have been honored to work with.
I’ve witnessed Seth’s client focused relationship skills On multiple occasions. His clients love him and he’s detail oriented and has great communication skillls.
But most importantly, I’ve been on the receiving side of his servant, focused leadership style. He treats me like a valued partner and emulates everything a wingman is.
  
 
       
   David Allison 
 May 17, 2024
 
 
 Trustindex verifies that the original source of the review is Google. Seth and the Keynote Curators team are tenacious and determined to do right by their clients and their speakers. I appreciate our relationship so much, and highly reccomend this group to anyone looking to book a speaker for an event.
  
 
       
   Meir Statman 
 May 10, 2024
 
 
 Trustindex verifies that the original source of the review is Google. It is wonderful to join Seth in helping people reflect on their financial and life well-being and enhance them.
  
 
       
   Trevor Wilde 
 April 24, 2024
 
 
 Trustindex verifies that the original source of the review is Google. This was an amazing experience. the Keynote Speaker we had was perfect for our event and will definitely be having another for our next one!
  
 
       
   Sandro Forte 
 March 22, 2024
 
 
 Trustindex verifies that the original source of the review is Google. Brilliantly hosted, with great content. An absolute ‘must add’ to any podcast list!
  
 
       
   Jon VanDeventer 
 November 18, 2023
 
 
 Trustindex verifies that the original source of the review is Google. I've been working with Seth at The Keynote Curators for over 3 years. I always look forward to our meetings because of both his professional expertise and his enjoyable, engaging personality. We have fun during our virtual meetings while developing innovative strategies and accomplishing goals. It's obvious from working with Seth over a number of years that he is always making event planning and booking services an easy process and providing responsiveness that sets him apart. He's an excellent partner who gets invested in your business and collaborates through every step of a process that can sometimes feel overwhelming.
  
 
       
   Jason Galaska 
 November 7, 2023
 
 
 Trustindex verifies that the original source of the review is Google. Seth and his team were fantastic to work with in 2023 and we look forward to working with Keynote Curators to find potential speaker matches for our events in the future.  Thank you, Seth, for your professionalism!
  
 
       
   Hailey Wilson 
 October 23, 2023
 
 
 Trustindex verifies that the original source of the review is Google. A Treasure Trove for Anyone Involved in Speaker Selection!

As someone deeply involved in the intersection of marketing and technology at AImpact, I find the process of selecting the right keynote speaker to be a critical part of any successful event. Seth Dechtman's "The Keynote Curators" podcast is nothing short of a godsend for anyone facing the challenges and opportunities that come with this task.

Seth brings an almost poetic understanding to the power of words, acknowledging that a speech isn't just a scheduled event but a transformative experience that can change the dynamics of an entire room. His enthusiasm for the craft is contagious, making each episode a joy to listen to.
  
 
       
   Nicole 
 September 14, 2023
 
 
 Trustindex verifies that the original source of the review is Google. Seth is super knowledgeable about the needs of meeting planners to have a successful event and partners with you to find just that right fit!
  
 
       
   Duncan Sigurdsson 
 August 28, 2023
 
 
 Trustindex verifies that the original source of the review is Google. HIGHLY RECOMMENDED! Working with Seth Dechtman and The Keynote Curators is always true partnership.  In the three plus years that we have been involved in various projects, I can tell you that they always deliver.  We have done some really cool stuff together.  Any meeting professional, conference planner or event producer will greatly benefit from partnering with The Keynote Curators.  High praise to Seth and his team.