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Mark Tibergien

Independent Board Member, Management Consultant & Speaker

Professional Background

Mark Tibergien is a seasoned executive and thought leader in the financial services industry, drawing upon decades of experience as a consultant, speaker, and advisor. He served as the CEO of Pershing Advisor Solutions, LLC, a BNY Mellon company, where he made significant contributions to both the business and the broader wealth management landscape before retiring in June 2020. Since then, he has dedicated himself to consulting with firms navigating transformation and growth throughout various market conditions.

Currently, Mark holds the distinguished role of Advisor in Residence for Ernst & Young's Wealth & Asset Management Sector, where he engages with financial services firms to enhance their strategies and operations. Additionally, he serves on the board of Pathstone, a multi-family office backed by Lovell Minnick Partners, where his expertise aids in shaping the firm's trajectory in the wealth management space.

Mark's extensive career has also included substantial roles with BNY Mellon, where his leadership and vision have been instrumental in guiding firms through every stage of their business evolution. His deep understanding of the financial services sector allows him to provide invaluable insights and he has spent decades building trusted relationships across the industry.

Beyond his corporate roles, Mark has a passion for nurturing the next generation of professionals within the financial sector. He actively participates in mentorship programs such as BNY Mellon's Connect (Reverse Mentoring) Program, fostering connections between young talent and seasoned professionals.

Education and Achievements

Mark Tibergien's educational background is rooted in a strong foundation that he began building at Bay de Noc College before furthering his studies at the University of Wisconsin-Stevens Point. These institutions played pivotal roles in shaping his analytical skills and business acumen, which would later allow him to excel in a fiercely competitive industry.

Mark's professional journey began with a diverse array of experiences, from working as a general assignment reporter in print and radio to gaining invaluable experience as a salesperson, bank trainer, consultant, and public speaker. This eclectic mix of roles has undoubtedly contributed to his unique perspective within the financial services sector.

Over the years, Mark has published four books and delivered hundreds of speeches at industry conferences in the US, UK, Canada, Australia, and parts of Asia and Europe. His ability to distill complex industry trends into understandable insights has made him a sought-after thought leader in finance.

Mark has also been actively involved in numerous committees and boards, including chairing the workforce development committee for the CFP Board Center for Financial Planning. This role underscores his commitment to promoting the financial planning profession and advocating for increased diversity within the industry. His dedication to education extends to his sponsorship of a personal economics class at his former high school in Michigan's Upper Peninsula, where he encourages young minds to understand finance and its importance for their futures.

Notable Achievements

  • Former CEO of Pershing Advisor Solutions: Led the firm through transformative phases, establishing its reputation as a leader in the financial services industry.
  • Advisor in Residence for Ernst & Young: Leverages his expertise to shape strategies within wealth management, emphasizing innovation and future growth.
  • Board Member at Pathstone: Contributes vast knowledge and strategic insights as the financial services landscape evolves.
  • Extensive Author and Speaker: An accomplished author with four published works, he has been a keynote speaker at international conferences, sharing his expertise with diverse audiences.
  • Member of the SEC Asset Management Advisory Committee: Played a pivotal role in shaping policy discussions affecting the asset management industry.
  • Workforce Development Advocate: Actively working to promote financial planning careers and advocate for diversity initiatives within the profession.

Mark's journey is characterized by his passion for people and a commitment to education. He contributes to various initiatives aimed at enhancing skills within the financial sector, mentoring future leaders, and fostering a deeper understanding of personal finance. His enthusiasm for discovering new places, enjoying great food, playing golf, and engaging with music reflects his zest for life beyond the professional realm.

Related Questions

How did Mark Tibergien transition from journalism to the financial services industry?
What are the key insights Mark Tibergien shares in his speeches on wealth management?
In what ways does Mark Tibergien contribute to promoting diversity in the financial planning profession?
How has Mark Tibergien's mentorship program impacted young professionals in the financial services sector?
What motivated Mark Tibergien to sponsor financial literacy programs for youth?
Mark Tibergien
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Location

Seattle, Washington, United States