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 more than $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.  Previously, he held several leadership positions in sales, training, and consulting with Charles Schwab & Co.  He 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.