Power panel at Pershing Insite18 take on M&A
Megan Carpenter @MarkTibergien ECHELON Partners #realINSITE
It’s 109 in Phoenix at Pershing Insite and Matt Ackermann is wearing a sweater vest. #realinsite #Melting
14 of the Absolute Best Ideas From BNY Mellon | Pershing #INSITE 2019 #realINSITE
IFSAutomation Investment Advisor Jeff Marsden Mark Schoeff Jr. @MarkTibergien MichaelKitces maddy perkins
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My friend Brad Frey is eager to talk about creating a financial EXPERIENCE for clients with AdvisorEngine at #realinsite - Hope you'll stop by.
Ready for INSITE19! Swing by the Portfolio Pathway Kiosk (T2) and say HI to Victor L. Bonilla and @PortPathway_AV! #realinsite #fintech
Director of Client Service Emily Barbour is participating in BNY Mellon | Pershing's “Next Gen Mentoring” program. She’s #mentoring a first-generation college student who will graduate from UGA this December with a degree in #financialplanning . #realinsite
Attending All Eyes on Digital breakout session with Bill Winterberg, CFP®️ There are 34,000 less advisors now than 10 years ago. Adapt digitally to stay relevant. #realinsite
🎉Check out our board member Kate Healy sharing her #finserv insights with the #nextgen of #financialadvisors at BNY Mellon | Pershing’s #realinsite ! Sharing #career opportunities and knowledge with #students is how the #wealthmanagement industry grows.
Full room of women AND men in the yesterday for the gender balance panel. It was a pleasure sharing the stage with Anna D’Amico @pershing and MargaretDechant 6 Meridian. Great convo on fin lit, sponsorship and culture. 倉持 民雄 InvestmentNews pic.twitter.com/W5wUwdSADN
@Xtiva is ready for BNY Mellon | Pershing INSITE18. Come say hello and S tay for a coffee? #realinsite
Financial advisors are learning the basics and the benefits of #bitcoin and #crypto from Matt Hougan of Bitwise at BNY Mellon | Pershing ‘s #realinsite
It’s not just about stocks and bonds anymore🧡✌️
A panel of RIA heavyweights at #RealInsite stars @PJRaimondi, Dynasty Financial Partners’s Shirl Penney and ECHELON Partners’s Dan Seivert.