We’re working to build the wealth management experience that you want. We’ll apply your insights through modern software development processes, with iterative enhancements based on real-time client feedback to ensure your priorities remain a core focus – no matter if they change. It is, after all, all about you.
Making the way you work effortless and simple
One vision. One purpose.
One platform.
Pershing X's goal is to create an effortless and simple technology experience so wealth management professionals can focus on the business of advice. Our origin story comes from the view that technology has yet to achieve its potential for the wealth management industry. Many still find themselves spending too much time trying to navigate between platforms. We intend to end that. Interested?
Informed by you
Driven by expertise
From data architects to behavioral researchers, our team has a breadth and depth of expertise that makes every day at Pershing X as fascinating as it is productive. The perfect recipe for innovation.
A fearless approach
Creating a financial platform where individual applications – no matter how disparate – can communicate seamlessly is one of the industry’s biggest challenges. That’s what makes this so exciting.
Finally, a financial platform that values human time.
User experience
With a consistent flow across all applications, advisors can spend less time learning and more time doing.
Interoperability
With data flowing seamlessly from app to app, advisors can capture and manage data more easily.
Data-Driven tools
With more control over data, advisors can uncover the insights they need – faster.
Future-State products
With a future-ready platform, advisors can add more of the tools they want as their business grows.
Ready for what’s next? Stay up to date on our progress.
Meet the team
Get to know a team of tremendously talented individuals whose points of view are as unique as their backgrounds.
- Ainslie Simmonds
- Bryan Hamilton
- Cam Sheehan
- Dan Adler
- Dara Holly
- Rob Cirrotti
- Sarah Chain
- Salil Nadgauda
- Vijay Vaidyanathan
- Ainslie Simmonds
- Bryan Hamilton
- Cam Sheehan
- Dan Adler
- Dara Holly
- Rob Cirrotti
- Sarah Chain
- Salil Nadgauda
- Vijay Vaidyanathan
PRESIDENT
Ainslie is a highly experienced fintech start-up (thinkorswim and Learnvest), wealth management and insurance (Northwestern Mutual) and asset management (PIMCO) digital executive. She’s seen the advisors experience from all sides and believes that getting advisor applications to work together to save time is the next massive value creation opportunity for advisors to save time AND create a better client experience. She is delighted to lead the amazingly talented group of “start-up grown-ups” that has come together to form Pershing X.
I consider myself to be a servant leader. I like to remove blockers for my people so they can make good decisions and succeed in their job.
HEAD OF USER EXPERIENCE & DESIGN
Bryan leads the User Experience and Design team at Pershing X, weaving together creative and functional expertise to help us deliver intuitive and delightful experiences for advisors that will cross the barriers of traditional wealth applications. With over 20 years’ experience, most recently leading user experience for Razorfish and product design at PIMCO, Bryan has the keen ability to tap into the minds of advisors and architect solutions critical to how our platform will drive value for our clients.
HEAD OF SALES ENABLEMENT
Cam brings over 20 years of industry experience to lead Sales Enablement for Pershing X. Cam will be working with the existing relationship teams at BNY Mellon to introduce the Pershing X platform and tailor it to client needs. His sharp relationship-building skills and strong track record of growing client and corporate revenues at companies like Addepar, Envestnet and Moss Adams will ensure that our advisory clients thrive along with us.
HEAD OF ENGINEERING
Dan has a broad engineering background ranging from designing microchips to developing large scale data and analytics platforms at leading banks, start-ups, and hedge funds. Prior to joining Pershing X Dan led data, architecture, and shared services for BNY Mellon’s award-winning Wealth and Asset Management technology platforms. Dan also led the agile transformation of numerous businesses at BNY Mellon, balancing commercial outcomes with strategic engineering excellence.
HEAD OF BUSINESS DELIVERY
With over 25 years’ experience in the industry at renowned companies like BNY Mellon, JP Morgan Chase & Co., MetLife, and HSBC, leading massive cross enterprise work, Dara understands the complexities, nuances and inter-dependencies of our industry. She is driving all of the marketing, legal, compliance, talent, acquisition and regulatory work to deliver the scale that Pershing X requires.
HEAD OF DATA & INSIGHTS
Rob Cirrotti is leading the Pershing X data strategy and transforming and dramatically expanding our data management platform to serve as the foundation for interoperability and seamless data flow throughout the Pershing X platform. Our multi-custodial data platform is critical to driving powerful insights and analytics to advisors and firms as well as new scalable data services. Rob has held various strategy, product and leadership roles during his 13 years with BNY Mellon and almost 30 years in the industry.
HEAD OF DIGITAL PRODUCT
Sarah Chain is the Head of Digital Product at Pershing X. With over 20 years of experience with various advisory teams at BNY Mellon, Sarah is the right leader for our product team responsible for delivering an advisory platform with a wide range of capabilities. Her deep understanding of our advisors' needs will help our clients optimize their experience. Sarah has a cross-application vantage point. She can see how advisors and clients experiences could be transformed by working across the tech stack and can’t wait to deliver the platform that can do that seamlessly.
HEAD OF OPERATIONS
With experiences at Unqork , Goldman Sachs and TCS, Salil brings with him a strong perspective and track record of successful transformational deliveries and organizational development in startup and financial services settings. As Head of Operations, he will be focused and committed to operational efficiency and scalability of the platform, innovative delivery to clients, and growth of key 3rd party relationships.
HEAD OF PORTFOLIOS & DIRECT INDEXING
As start-up founder and CEO of direct-indexing firm Optimal Asset Management (acquired by Pershing X), computer scientist, inventor of several patents, and a PhD in Finance, Vijay’s expertise and comfort zone spans both financial markets and technology – and everything in between. His unique perspective will help us deliver the portfolio and direct-indexing solutions advisors need to compete in today’s unpredictable marketplace.
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