Gabriel Garcia
Pershing Advisor Solution LLC

Gabriel Garcia, director, Pershing Advisor Solutions (a BNY Mellon company), manages the national relationship management and consulting group responsible for working with more than 500 firms with custody over $110 billion.  Mr. Garcia and his team work with registered investment advisors to develop and grow their practices, and make informed decisions on how to evolve their firms.  His team helps advisors maximize Pershing’s resources to become more scalable, profitable, and productive.  Previously, he held several leadership positions in sales, training, and consulting with Charles Schwab & Co.  Garcia has consulted with hundreds of firms during his career with assets under management ranging from $50 million to $6 billion.  A frequent speaker at industry and national conferences, he earned a B.S. in finance and business administration, Radford University.