Brian Shea

• Pershing Democratizes Managed Accounts With NetX360 Tech Upgrade

  By Joyce Hanson, AdvisorOne  |  September 11, 2012

  Pershing Managed Account Solutions' Steve Dunlap says Pershing's NetX360 technology platform has helped bring managed accounts to the mass market.

• Clinton, Other Speakers Headline Insite

  By James J. Green & Joyce Hanson  |  June 27, 2012

  Insite 2012, Pershing’s 14th-annual conference, attracted more than 2,000 attendees, many of whom are broker-dealer home office personnel and BD reps who work through Pershing’s clearing business and use its technology.

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  A Guru, a President and Pershing Execs Talk Tech and Leadership: Insite Recap

  By James J. Green, AdvisorOne  |  June 11, 2012

  A look at the highlights of the Pershing Insite 2012 conference, focusing on leadership and strategy, from Bill Clinton to Pershing CEO Brian Shea, from leadership guru Deepak Chopra to advisor guru Mark Tibergien.

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  CEO Shea Looks to Broaden Pershing’s Global View

  By James J. Green, AdvisorOne  |  June 7, 2012

  Pershing CEO Brian Shea points out benefits of a company that can “execute, clear and report in 65 countries.”

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  At Pershing Insite, CEO Shea Reveals Support Strategy, Upgrade Plans

  By James J. Green, AdvisorOne  |  June 10, 2011

  “Our business model is one of shared economies of scale,” says Brian Shea, referring to Pershing, the company of which he is CEO. Speaking of Pershing’s broker-dealer and RIA clients, he said “we leverage each other’s respective strengths.”

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  Realistic Optimist

  By Jane Wollman Rusoff  |  May 1, 2011

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  New Wirehouse World; Advisor Peer Groups; Life After Wall Street: May Research—Slideshow

  By Gil Weinreich, AdvisorOne  |  April 28, 2011

  In this issue of Research, we look at the consequences of the industry’s M&A dance and different ways advisors channel their drive to help others.

• Catching up with Richard Brueckner

  By James J. Green, AdvisorOne  |  July 1, 2010

  Pershing LLC Chairman and CEO Richard Brueckner, COO Brian Shea, and Managing Director Frank La Salla sat down with Investment Advisor Group Editor-in-Chief and John...

• At Pershing Insite Conference, CEO Brueckner Talks Strategy in a Tough Environment

  By John Sullivan, AdvisorOne  |  June 11, 2010

  Regulating 'in a silo' not effective in increasingly connected world

• Pershing Hosts INSITE '09: Showcases Experts, Reality Checks and Plenty of In-Depth Analysis

  By Janet Levaux, AdvisorOne  |  July 1, 2009

  (Hollywood, Fla.) Clearing powerhouse Pershing, an affiliate of the Bank of New York Mellon, shared top speakers and advice with 1,600 attendees from 13 countries...