Pershing LLC, a BNY Mellon Company, is pleased to announce that its chief executive officer, Lisa Dolly, has been named one of the "50 Most Influential Women in Private Wealth" for 2016 by Private Asset Management (PAM) magazine. The selection, which acknowledges women who are positively impacting the private wealth management industry, was announced in PAM's June 2016 issue.
"I'm honored to have been selected to join this impressive collection of women leaders in the wealth management industry," said Dolly. "This award demonstrates how Pershing is personally invested in its people through the opportunities it provides women to advance their careers and lead teams to help our clients run their businesses more efficiently."
PAM based its selection on nominations, the level of responsibility a female executive has in her firm, her impact on the private wealth space and any other significant roles she has had in her own elevation within the industry.
Dolly is a member of Pershing's executive committee and BNY Mellon's Operating Committee. Over her 25-year career at Pershing, she has held numerous leadership roles prior to becoming Pershing's CEO. She was responsible for the firm's managed investment business and Lockwood Advisors, Inc., managed global operations, and served as chief operating officer overseeing a number of internal and operational functions.
She has served as chairperson of the Securities Industry and Financial Markets Association (SIFMA) Operations and Technology Steering Committee and has served on cross-industry committees with DTCC. In addition, she volunteers her time with the 30% Club mentoring aspiring professional women.
Pershing and its affiliates provide global financial business solutions to advisors, asset managers, broker-dealers, family offices, registered investment advisor firms and wealth managers. A financial services firm located in 23 offices worldwide, Pershing provides business-to-business solutions to clients representing 6 million active investor accounts on the U.S. platform. Pershing affiliates are members of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Börse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company.
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Dec. 31, 2015, BNY Mellon had $28.9 trillion in assets under custody and/or administration, and $1.6 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).