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CUSTODIANS Practice Management
BNY MELLON | PERSHING
Next Leadership Forum
The NLF is a two-year professional and personal development program for next gen leaders of Pershing’s client firms. Developed for the next gen, by the next gen. The program is designed to teach critical skills needed to run complex organizations (leadership, communication, EQ, management, org design, etc.) as well as create a community of likeminded leaders to empower the next gen with a voice in our industry and build & strengthen relationships between Pershing and our clients. Our faculty are industry leaders, Olympians, business owners, and field experts. We meet 4x, have many mid-session meetings, regional meet ups, networking opportunities, peer-to-peer networking program, and an Advisory Board. Each cohort is 20 individuals, our goal is to have at least 50% women, and 20% diversity represented.
BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation. Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting. Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on pershing.com, follow us on LinkedIn /Twitter @Pershing.
www.pershing.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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