About

Backed by a rich history. Focused on the future.

The drive of a startup. The power of one of the oldest and most respected banks in America.

All the resources of a global financial institution, with the nimble capabilities of a fast-moving fintech start-up. We’re building for the future of wealth management at a higher standard.

This is Pershing X.

Building effortless and intuitive tech that exceeds expectations

Wealth management is in the business of advice. We are in the business of building a tech and data ecosystem that offers robust investment capabilities, to tap into that potential — creating signal from noise, simplicity from complexity, ease from difficulty, and — maybe most importantly — time from time wasted.*

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Competitive software development

We know that technology should evolve at the speed of business. We apply insights through modern software development processes, with iterative enhancements that keep your business competitive.

Expertise and innovation

We’re bringing tier-one tech design thinking to the wealth management experience. Our team has a breadth and depth of experience across key industries — from data architects to behavioral researchers.

Connected tech that works

We have created a financial platform where individual applications — no matter how disparate — can communicate seamlessly.

*Investment related items may be offered by one or more affiliates, including BNY Mellon Advisors, Inc.

Platform Capabilities

Intelligent workflows

Data integration

Intuitive user experience

Investment Capabilities

A diverse suite of portfolio solutions

Tax management tools and services

Outsourced advisory consulting services

Data Capabilities

Highest quality data

More speed and access

Powerful data intelligence

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Meet the team

Meet the people with extraordinary perspectives on the future of fintech.

Ainslie Simmonds

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.

Bryan Hamilton

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.

Dan Adler

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.

Dara Holly

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.

Noam Tasch

HEAD OF REVENUE & PARTNERSHIPS

Noam Tasch is a Managing Director and Head of Revenue & Partnerships for Pershing X. Noam is responsible for cultivating our client-first growth culture, leading relationship management, sales, and partnerships. In prior roles, Noam’s experience bridges early-stage start-up entrepreneurship with large-scale innovation and digital transformation at the world’s largest financial institutions. He spent the last 4 years building BNY Mellon’s fintech engagement model, bringing the best and brightest startups into our ecosystem and delivering new value to our clients. Noam has led corporate venture activities to accelerate the Bank's strategic priorities through collaborations with the technology ecosystem and principal investments in leading start-ups.

Rob Cirrotti

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.

Sarah Chain

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.