- Hardwick joins from Envestnet and will succeed Lisa Dolly, who was recently appointed new chief executive officer
- Prior to joining Envestnet, Hardwick served at Nuveen Investments, and at Griffin, Kubik, Stephens & Thompson
- Hardwick was named one of the '50 Most Influential Women in Private Wealth' by Private Asset Management magazine in 2015 and one of the '50 Top Women in Wealth' by AdvisorOne in 2011
Pershing LLC this week announced that Lori Hardwick has been named the company's new chief operating officer, effective February 29, 2016.
Hardwick joins from Envestnet and will succeed Lisa Dolly, who was recently appointed new chief executive officer. Since joining Envestnet at its inception nearly 16-years ago, Hardwick served in a variety of roles managing its enterprise, sales, services, advisor orientation and on-boarding divisions. She most recently served as the company's group president of advisory services, overseeing all of its enterprise relationship management, institutional and global advisory sales, strategic partnerships, and practice management programs.
"We're fortunate to have Lori, a successful and highly qualified leader with an extensive track record of success and business growth, joining BNY Mellon's Investment Services team," said Lisa Dolly.
"Lori brings many years of investment, technology and advisory expertise to Pershing and will help us deliver solutions which empower clients and improve the advisor and investor experience."
"Lisa and Lori will be a dynamic and complementary leadership combination, adding strength and depth to an industry leading team," said Brian Shea, BNY Mellon vice chairman and CEO, Investment Services. "Their experience, client-focus and solution orientation will help propel our clients and our business to a higher level of success."
Prior to joining Envestnet, Hardwick served as regional vice president at Nuveen Investments, cultivating relationships with independent advisors spanning ten states in the Midwest. She also was responsible for founding Nuveen Investment Advisor Services, where she developed and managed a program and team specifically targeted to RIAs. Prior to Nuveen, Hardwick worked in institutional sales with Griffin, Kubik, Stephens & Thompson.
Hardwick was named one of the '50 Most Influential Women in Private Wealth' by Private Asset Management magazine in 2015 and one of the '50 Top Women in Wealth' by AdvisorOne in 2011.