Lori Hardwick brings more than 25 years of experience of working in the financial industry as a prominent voice. Known for her intense passion for continuous improvement in the financial advisory industry, Lori created a new company, AI Labs, in 2017. At AI Labs, she and her team are focused on building sophisticated and intuitive ‘systems of engagement’ between advisors and their clients, subsequently creating a whole new category of Fintech. Lori has expertise in investment, technology and advisory solutions and is a regular speaker at industry events.
Prior to founding AI Labs, Lori served as Chief Operating Officer for Pershing, a BNY Mellon company, sharing leadership responsibility with the CEO for managing the Pershing family of companies. Lori served as a member of Pershing’s Executive Committee and BNY Mellon’s Senior Leadership Team.
Previously, Lori was Group President of Advisory Services for Envestnet, overseeing all of its enterprise relationship management, institutional advisory sales, strategic partnerships and practice management programs. She had been with Envestnet since its founding in 2000 and served in a variety of roles managing its enterprise, sales, services, advisor orientation and onboarding divisions during her 15-year tenure at the firm.
Prior to joining Envestnet, Lori served as Vice President at Nuveen Investments. Lori was responsible for founding Nuveen Investment Advisor Services, where she developed and managed a first ever program and team specifically targeted to RIAs. Before Nuveen, Lori worked in institutional sales with Griffin, Kubik, Stephens & Thompson.
Most recently, Lori was recognized and profiled as a “Winner in Wealthtech” in 2018 by Wealth Management Today. In 2017, Lori was named to the “Women to Watch” list by InvestmentNews and also, made the 2016 Investment Advisor’s list of “The 25 Most Influential People in the Financial Industry”. Lori was also 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.
Lori serves on several boards and advisory boards within the financial industry, this includes being appointed to the corporate board of directors for Riskalyze in 2018. She also serves as a co-chair for the Executive Council for MMI’s Women in Wealth board and Envestnet’s Institute on Campus’ Women in Wealth Board.
Lori graduated from The Ohio State University with a Bachelor of Arts, majoring in Communication with minors in both Japanese and Marketing. She is also a graduate of the University of Chicago Booth Advanced Management Executive Program, an elite category of year-long business educational programs designed for senior executives.