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Pershing's Lisa Crafford Joins Constellation Wealth Capital

Published: December 1, 2023

After leaving BNY Mellon | Pershing over the summer, Lisa Crafford has landed at Karl Heckenberg’s new RIA investment company.

Source: wealthmanagement.com

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United StatesMellon PershingKarl HeckenbergLisa CraffordWealth Management Firm Of TheWealth Solutions Maura CreekmoreTechnology Consulting Morgan McgovernConstellation WealthBroadridge FinancialEmigrant PartnersExchange CommissionWealth ManagementWealth Management FirmCogent Business AdvisorsBob Vere

Lisa Crafford, Morgan McGovern Depart Pershing

Published: June 16, 2023

Crafford has resigned as head of business consulting after eight years with the RIA custodian. McGovern was head of technology consulting.

Source: wealthmanagement.com

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New South WalesUnited StatesMellon PershingLisa CraffordMorgan McgovernWealth Management Firm Of TheCreighton UniversityCollege Of WilliamUniversity Of TechnologyWealth ManagementCogent Business AdvisorsBob VereWealth Management FirmVirginia Tech