Industry Veteran Herb Green Joins Silver Executive Team

Silver Management Group, Inc., a leading provider of regulatory cost basis business and technology solutions, today announced the addition of Herb Green as Principal Consultant and Senior Advisor to its executive management team.

Green joins Silver to lead client engagements relating to tax & withholding compliance and to share his extensive brokerage operations and tax experience in support of Silver’s cost basis software and services. “I am excited to help Silver deliver best-in-class compliance, operational efficiency, system performance, and value-added cost basis solutions to its expanding client base,” said Green.

Silver and its clients will benefit immensely from Green’s depth of tax reporting knowledge and breadth of financial services industry expertise. Prior to joining Silver, Green served in multiple leadership roles for Pershing, a BNY Mellon company. Most recently, he was Pershing’s Managing Director of Global Tax Management responsible for tax reporting, cost basis, and regulatory compliance.

“I am pleased to welcome Herb to the Silver team as we continue our unprecedented growth,” said Blake Henry, Managing Partner. “His subject matter expertise and unique industry perspective will prove to be invaluable as we deliver faster, better, enterprise-class cost basis solutions for our clients.”

On Oct. 3 and 4 in New York, Green and other Silver executives will participate in SIFMA’s 2017 Global Tax Reporting Symposium which focuses on critical and fast evolving tax compliance regimes, including: IRC Section 871(m), Chapter 3 and 61 Reporting & Withholding, FATCA, Qualified Intermediary (QI) Rules, and the OECD Common Reporting Standard (CRS).

About Silver Management Group, Inc.

Silver is a leading provider of business and technology solutions for the investment services industry. The Silver team applies decades of securities industry and software development experience, along with a passion for solving real-world problems, to deliver cost-effective brokerage operations and wealth management solutions for our clients. Silver’s strategic partners provide complementary services, software, and market data to enhance Silver solutions. Silver’s proprietary software solutions are currently used by some of the world's most respected financial institutions to process tens of millions of investment accounts and more than $1 trillion in assets.

To learn more about Silver, please call (800) 319-6865 or visit

For information about SIFMA’s 2017 Global Tax Reporting Symposium, please visit

Source: Silver Management Group, Inc.


Categories: Compliance and Regulations, Asset Management, Financial News, Regulations and Compliance, Financial Accounting, Financial and Insurance Services

Tags: Blake Henry, BNY Mellon, cost basis, FATCA, Herb Green, Pershing, Qualified Intermediary, regulatory compliance, SIFMA, tax reporting, withholding


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Silver is a leading provider of business and technology solutions for the investment services industry.

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