Pershing LLC, based in Lake Mary, FL, offers a range of high-touch and tailored solutions including advisory services, investment solutions, retirement planning, and technology integration for a diverse clientele that includes modern and informed clients, alternative investment managers, institutional firms, and wealth management companies.
With a focus on providing insights and perspectives on technology trends in wealth management, Pershing's top tech leaders discuss AI, tech stacks, and changing technology to drive innovation and growth for their clients, while also emphasizing the importance of inclusion and advancement, as seen in their efforts to empower women in senior roles within the industry.
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