Tibergien is Chief Executive Officer of Pershing Advisor Solutions,
a BNY Mellon company. Pershing Advisor Solutions is one of the
country’s leading custodians for registered investment advisors and
family offices. Mr. Tibergien is also a Managing Director, a member
of Pershing’s Executive Committee and recently he has been
appointed to the Operating Committee of BNY Mellon. Mr. Tibergien
joined Pershing in 2007.
Prior to joining Pershing, Mr. Tibergien was a nationally
recognized expert on management and transition issues within the
financial services industry. He was a principal at the accounting
and consulting firm, Moss Adams LLP, where he was partner-in-charge
of the Business Consulting group, chairman of the Financial
Services Industry group and partner-in-charge of the Business
Valuation group. Previously, he was president of a nationally
recognized bank and business training and consulting firm, a
principal in an investment management and business valuation firm,
a writer for a financial trade magazine and a general assignment
newspaper and radio reporter.
Mr. Tibergien has been working with public and private companies
on matters related to business management, transition planning and
strategy formulation since 1976. He has worked closely with
hundreds of independent registered investment advisors,
broker-dealers, investment managers, insurance companies and other
financial services organizations in the United States, Australia,
Europe, the Middle East and Canada.
For eight consecutive years, Accounting Today recognized Mr.
Tibergien as one of the “100 Most Influential” people in the
accounting profession. In 2003 and 2008, Financial Planning
magazine recognized him as a “Mover and Shaker” in its annual
review of industry professionals; and, in 2012, Investment Advisor
magazine recognized him for the tenth consecutive year as one of
the “25 Most Influential” people in the financial services
Mr. Tibergien is the author of three books published by
Bloomberg Press: Practice Made Perfect, How to Value, Buy or
Sell a Financial Advisory Practice, and Practice Made (More)
Perfect. He has also been a regular columnist for Investment
Advisor magazine on management issues since 2005.