Former Pershing Managing Director Joins Oyster Consulting

Financial Services consulting firm expands strategic consulting talent

Oyster welcomes Jim Roth to the firm as a Managing Director of our Strategic Planning and Execution team. With over 30 years of experience in the financial services industry, Jim’s extensive knowledge of the clearing and custody space, as well as his ability to provide customized solutions for institutions, broker-dealers and investment advisors will enhance the team’s ability to provide strategic consulting on platform conversions, brokerage operations and planning services for advisors, including new product development.

Prior to joining Oyster, Jim served as a Managing Director at BNY Mellon/Pershing LLC, leading Pershing’s Relationship Management of BNY Mellon’s largest, most strategic clients worldwide. He was also responsible for assisting Pershing’s clients in attracting advisors and advisors in transition.

”Jim’s track record in the Wealth Management industry is second to none.  His professionalism and knowledge have earned him the respect and trust of all who know him.  I am proud to have him on the team and look forward to learning from Jim’s successes,” said Pete Bowman, Managing Director or Oyster’s Strategic Planning and Execution team.

“I have had the pleasure of working with the Oyster team in the past and am always impressed with their professionalism and expertise.  I’m excited to assist Oyster Consulting in their growth plans by leveraging my existing relationships and developing new opportunities that are mutually beneficial,” said Roth.

Oyster Consulting has assembled a team of deep subject matter experts across a number of disciplines that work together to bring over 1,000 years of combined experience to our clients. We leveraging our team’s combined perspectives on finance, operations, trading, technology, risk, and industry regulation to help our clients define and achieve success.

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