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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Mark Tibergien
Board Member at Business Advisor


Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry.

He has led organizations from start-up to exit, from dynamic growth to turn-around. He has consulted with hundreds of financial services organizations in the United States, Australia, the United Kingdom, Europe, and Canada.

He currently serves as Advisor in Residence for Ernst & Young’s Wealth & Asset Management Group; an independent director of Pathstone, a $40 billion multi-family office business; and as an Advisory Board Member for Commonwealth Financial Network. He retired in March 2023 as Chair of the Workforce Development Committee for the CFP Board Center for Financial Planning whose mission is to promote diversity in the advisory profession and financial planning as a career choice.

Most recently, Mark was CEO of Pershing Advisor Solutions LLC, an affiliate of The Bank of New York Mellon. Prior to joining Pershing, he was a Principal in the CPA firm, Moss Adams LLP, where he was head of the Business Consulting Group, specializing in the financial services industry. He wrote a monthly column for Investment Advisor/Think Advisor on management issues.

He is the author of four books published by Bloomberg Press/Wiley & Sons: Practice Made Perfect (2005) and How to Value, Buy or Sell a Financial Advisory Practice (2006) ; Practice (Made) More Perfect (2010) and The Enduring Advisory Firm (2016).

Agenda Sessions

  • RIA Edge Visionary Address: The Middle Innings

  • Advisor Premium Experience: Ask the Expert with Mark Tibergien