Jeff and Bruce connect with financial industry vet Mark Tibergien on all things financial advising. He explains how his retirement from Pershing Advisor Solutions in 2020 allowed him to rewire his services, providing greater reach in how he applies his years of experience in the industry.
Guest Bio:
Mark Tibergien retired in June 2020 as CEO of Pershing Advisor Solutions, a BNY Mellon Company, and now works as a consultant, speaker or board member with other enterprises that are going through dynamic transformation. Mark recently was appointed as Advisor in Residence for Ernst & Young Wealth & Asset Management Sector. He also serves on the board of Pathstone, a multi-family office backed by Lovell Minnick Partners.
This episode is sponsored by LPL Financial.
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