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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For Meeting Planners

Other topics Mark Tibergien talks about:

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