Tibergien joins board of family office Pathstone

Tibergien joins board of family office Pathstone
Former head of Pershing Advisor Solutions emerges from brief retirement
AUG 31, 2020

Mark Tibergien, the former head of BNY Pershing’s RIA custody business, has been appointed to the board of Pathstone, an independent and partner-owned multigenerational family office.

Tibergien retired May 31 as chief executive of Pershing Advisor Solutions. Under Tibergiens’s leadership since 2008, Pershing’s custody assets grew from $50 billion in 2010 to $822 billion at the end of last year.

“I am excited to join the board of Pathstone,” Tibergien said in a Pathstone news release. “I have known Pathstone and the team for many years and have watched them grow and be recognized as an innovating force in the family office and wealth management business.”

Prior to moving to Pershing Advisor Solutions, Tibergien was the partner in charge of the business consulting and business valuation groups, as well as chairman of the financial services group, at Moss Adams.

A leading authority on the RIA industry, Tibergien is chairman of the InvestmentNews Innovation Summit, which has been rescheduled for November.

Tibergien joins Ron Cordes, founder of the Cordes Foundation, as a Pathstone independent board member. The Cordes Foundation focuses on impact investing and social entrepreneurship, according to the Pathstone press release. Cordes also is the former chief executive of AssetMark, a managed account platform.

“We are incredibly excited and honored for Mark to be joining our board,” Allan Zachariah, Pathstone co-chief executive, said in a statement. “Mark was part of the discussion 11 years ago when Pathstone was just an ‘idea,’ and he gave an instrumental industry keynote address to our leadership team at our January 2017 offsite. With Mark now joining our board, he has come full circle with the firm.  Having both Mark and Ron as independent board members will be extremely beneficial to our business’s long-term vision and growth.”

Latest News

Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York
Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York

Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.

UBS loses arbitration battle in fiduciary fight over foundation funds
UBS loses arbitration battle in fiduciary fight over foundation funds

A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.

RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee
RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee

NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.

Three easy ways to boost your firm’s impact this summer
Three easy ways to boost your firm’s impact this summer

Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.

Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite
Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite

Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.