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Thursday, August 27, 2026The Morning Brief →Sign in
custodian

Pershing

In PWD coverage since August 21, 2026 · 5 stories
-1Talent net · 12 months3 in · 4 out
Talent flow · 12 monthsOn the wire →
Net -1 · 3 arrivals · 4 departures
Arrivals
Emily Schlosser
Aug 21 · from Goldman Sachs
Jim Crowley
Aug 21 · from Pershing
Ben Harrison
Aug 21 · from Pershing Advisor Solutions
Departures
Mark Tibergien
Aug 21 · destination pending
Lori Hardwick
Aug 21 · destination pending
Maura Creekmore
Aug 21 · destination pending
Lisa Dolly
Aug 21 · destination pending
PWD coverage
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Origin's interval fund puts $159.7 million to work in six weeks

Three bridge-loan closings in 45 days turn $5,000 wealth-channel minimums into institutional-size multifamily credit.
practice · Aug 26Vanguard-Altruist deal hands RIAs a custody negotiating lever
The Close · Aug 24The Custody Handoff Is the Talent War's New Front
Moves · Aug 24The custody layer gets its own talent war
portfolio · Aug 21Schwab's crypto line forces advisors to pick a side
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