Mark Tibergien

Mark Tibergien is a 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 turnaround. 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 wealth management and multi-family office serving high-net-worth clients, and as an Advisory Board Member for Nesvold Capital Corp, a merchant bank specializing in the wealth management business. Most recently, Mark served as an advisory board member to Commonwealth Financial Network, a $180 billion broker-dealer & RIA, which sold to LPL Financial in September 2025.

In September 2024, Tibergien was presented with WealthManagement.com’s first Lifetime Achievement Award to "recognize Tibergien’s guidance, principles, and wisdom that have helped shape the industry."

Most recently, Tibergien was CEO of Pershing Advisor Solutions LLC, an affiliate of The Bank of New York. 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).