Tom Sholes

Tom has over 30 years of experience in the financial services industry, holding leadership roles across product management and strategy functions. He has also held executive management roles with profit and loss responsibility for advisory, data management, and mutual fund servicing businesses.

His most recent experience was with BNY Mellon | Pershing, where he was a member of the executive committee and held several leadership roles including Chief Strategy Officer/Head of Global Strategy and Product Management. In this position, he was responsible for all facets of strategy and product management and oversaw a product portfolio of investment, wealth, lending, retirement, advisory, and data solutions. His tenure at Pershing also included serving as the President and Chairman of Lockwood Advisors and overseeing its data management business, Albridge Solutions. In addition, he was a member of the Board of Governors of the Money Management Institute.

Prior to his time at BNY Mellon | Pershing, Tom was an executive with PNC Global Investment Servicing where he initiated and developed the Financial Advisor Services division. This division provided managed account services, data management, and business intelligence solutions. He began his career at Federated Investors, where he led their mutual fund services business, Edgewood Solutions, and had several product management roles of increasing responsibility.

He holds an MBA from Carnegie Mellon University (Tepper School) and a B.S. in Finance from the Pennsylvania State University, where he graduated with honors.