Episode Notes

Bruce and Jeff talk to James Crowley, chief executive and chair of the executive committee at Pershing, about the continued success of the world's largest custodian and the keys that make that possible. James claims much of it has to do with his longevity as CEO and the relationships he's cultivated, mixed with the proper timing to create opportunity. He also stresses the need to continue to innovate the services offered. 

Guest Bio: 

Jim Crowley is the Chief Executive and Chair of the Executive Committee for Pershing. He is also a member of the BNY Mellon Executive Committee. Pershing provides business-to-business solutions to clients representing over 7 million investor accounts globally. Jim leads a team of experienced professionals dedicated to helping clients improve profitability, drive growth, create efficiency, and manage risk and regulation. He is a passionate supporter of Diversity and Inclusion and ESG efforts.

Prior to becoming CEO in July 2019, Jim served as the firm’s Chief Operating Officer, ensuring that Pershing had a sustainable and resilient business strategy, attracted and developed the best talent, and had the proper controls and systems in place to support its business.

He is a frequent speaker at client events and major industry conferences on business trends, strategy and transformation, sharing his broad range of industry insights and experience.

This episode is sponsored by Schwab Asset Management.

As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.