Deal Facilitation Experts
President & CEO
Robb is the founder, President and CEO of TradePMR. The firm provides technology, support and services to Registered Investment Advisors through its own innovative management platform.
TradePMR was born out of Robb’s personal experience with a difficult transition in his own RIA firm during the merger of two major custodians. Since 1998 TradePMR has focused on combining exceptional service with a truly innovative, industry leading technology platform. The objective is to improve workflow, increase margins and bring new levels of efficiency to the firm’s advisor clients, allowing them to focus more on their customers and less on back office infrastructure.
Robb has over thirty years of experience across the brokerage and RIA industries where he is a recognized leader and innovator. Over the course of his career, he has helped individuals and institutions in virtually every aspect of the investment advisory business, including using his extensive knowledge of financial markets to teach technical analysis and financial planning strategies to level-one certified financial analyst candidates at the University of Florida.
Today, TradePMR continues to fulfill Robb’s original goal of helping advisors find their true independence by providing the absolute highest and best technology and service in the industry.
Vice President, Corporate Development
Greg Gessert is the Vice President of Corporate Development at LPL Financial and has been with the firm for 11 years. Prior to this he was the Vice President of Strategic Business Solutions and AVP of Business Consulting for LPL.
Greg earned his BS in Finance from California Polytechnic State University-San Luis Obispo and his MBA from the USC Marshall School of Business
BNY Mellon Pershing
Ben Harrison is the Head of Business Development & Relationship Management at BNY Mellon Pershing. He has now been with Pershing for over 12 years. Before this, he was a Vice President at TD Ameritrade for 3 years. Also, he was a part of RIA Relationship Management & New Product Development at TD Waterhouse.
Ben earned his BA in Economics Management from Ohio Wesleyan University.
BNY Mellon Pershing
As part of the Business Development team at Pershing Advisor Solutions, Dave works with entrepreneurs and small business owners who have a professionally managed growth-oriented firm that are dedicated to serving clients with complex financial lives. This effort involves a comprehensive understanding of their business while looking to assist them using a wide range of resources available through the BNY Mellon Pershing network plus my 30+ years of experience in the financial services industry.
Prior to his time at Pershing Advisor Solutions, he was head of Business Development and Strategic Relationships at San Francisco Sentry. He led a team that was responsible for sourcing and recruiting wealth and asset management teams on to the firm's platform. During his tenure at the firm over $1.5 billion in assets were introduced from multiple entities. In addition several firms specializing in private equity and private placement opportunities were introduced.
In 2005 Dave formed a consulting practice, DFH Advisors, an affiliate of Aquillian Investments where he was focused on hedge funds and fund of hedge funds for a client based made up of HNW individuals, family offices and wealth management firms.
He later became a member of the proprietary trading team focused on derivative trading strategies. After seven years at Goldberg, I co-founded Gill & Company, a proprietary trading firm specialized in index arbitrage and related strategies.
He is a graduate of Ithaca College in New York, with a BS in Business Administration. He holds FINRA licenses: Series 7, 63 and 65.
Senior Vice President
Jeremy Holly serves as the Senior vice president of Corporate Development and Advisor Solutions at LPL Financial. Before this, he held the positions of Vice President of Finance, Vice President of National Sales, and Senior Vice President of Strategic Business Solutions. He has been a part of LPL Financial for 16 years.
Mr. Holly received his BSBA in Business from the University of North Carolina at Chapel Hill.
Lisa is a financial services executive with over 25 years experience analyzing businesses and investing in technology. She spent 10 years of her career at Legg Mason managing the top decile $4 billion Special Investment Trust and for 10 years after that, she managed hedge funds including Lane Five Partners.
Lisa received her bachelor’s degree in American Studies from Yale University and holds a CFA certification.