Lori Hardwick

Vorsitzender bei

Vestwell Holdings, Inc.

57 Jahre

82 Beziehungen

Finance

Technology Services

Consumer Services

Profil

Ms. Lori Hardwick is a Chairman at Docupace Technologies LLC, a Member-Strategic Advisory Board at Genstar Capital Management LLC and a Chairman at Vestwell Holdings, Inc. She is on the Board of Directors at Cetera Financial Group, Inc., GC Two Holdings, Inc. and Orion Advisor Technology LLC.
Ms. Hardwick was previously employed as a Chairman by Riskalyze, Inc., a Co-Founder by Advisor Innovation Labs, a Group President-Advisor Services by Envestnet, Inc., a Principal by Griffin Kubik Stephens & Thompson, Inc., and a Director & Regional Vice President by Nuveen Investments, Inc. She received her undergraduate degree from The Ohio State University and an MBA from The University of Chicago Booth School of Business.

Aktive Positionen von Lori Hardwick

Unternehmen	Position	Beginn
Vestwell Holdings, Inc. Vestwell Holdings, Inc. Investment ManagersFinance Operates digital recordkeeping platform that provides retirement plans and saving programs	Vorsitzender	29.09.2021
Cetera Financial Group, Inc. Cetera Financial Group, Inc. Investment ManagersFinance Provides financial planning and wealth management services	Direktor/Vorstandsmitglied	01.03.2020
GC Two Holdings, Inc. GC Two Holdings, Inc. Financial ConglomeratesFinance Functions as an investment holding company	Direktor/Vorstandsmitglied	-
Orion Advisor Technology LLC Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms	Direktor/Vorstandsmitglied	-
Genstar Capital Management LLC Genstar Capital Management LLC Investment ManagersFinance Genstar Capital invests in private and public middle market companies located across the globe. The firm targets companies operating in the fields of financial services, healthcare, software and industrial sectors. It provides financing for corporate carve-outs and buyouts capital transactions. The firm takes a seat on the board of directors and also makes control investments.	Berater	01.02.2020
Docupace Technologies LLC Docupace Technologies LLC Packaged SoftwareTechnology Services Develops AI-enabled back-office and compliance software for wealth management firms	Vorsitzender	13.10.2022

Alle aktiven Positionen von Lori Hardwick

Ehemalige bekannte Positionen von Lori Hardwick

Unternehmen	Position	Ende
Riskalyze, Inc. Riskalyze, Inc. Packaged SoftwareTechnology Services Develops software for measurement of client risk tolerance for investment advisors	Vorsitzender	02.05.2021
Advisor Innovation Labs Advisor Innovation Labs Packaged SoftwareTechnology Services Develops financial technology solutions that create opportunities for financial advisors	Gründer	-
Nuveen Investments, Inc. Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors	Direktor/Vorstandsmitglied	-
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Unternehmensverbindungen

Private Unternehmen	13
Nuveen Investments, Inc. Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors	Finance
Genstar Capital Management LLC Genstar Capital Management LLC Investment ManagersFinance Genstar Capital invests in private and public middle market companies located across the globe. The firm targets companies operating in the fields of financial services, healthcare, software and industrial sectors. It provides financing for corporate carve-outs and buyouts capital transactions. The firm takes a seat on the board of directors and also makes control investments.	Finance
Griffin Kubik Stephens & Thompson, Inc. Griffin Kubik Stephens & Thompson, Inc. Investment Banks/BrokersFinance Provides debt securities brokerage services	Finance
Riskalyze, Inc. Riskalyze, Inc. Packaged SoftwareTechnology Services Develops software for measurement of client risk tolerance for investment advisors	Technology Services
Orion Advisor Technology LLC Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms	Technology Services
The Ohio State University The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cetera Financial Group, Inc. Cetera Financial Group, Inc. Investment ManagersFinance Provides financial planning and wealth management services	Finance
Envestnet, Inc. Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform	Technology Services
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Docupace Technologies LLC Docupace Technologies LLC Packaged SoftwareTechnology Services Develops AI-enabled back-office and compliance software for wealth management firms	Technology Services
Vestwell Holdings, Inc. Vestwell Holdings, Inc. Investment ManagersFinance Operates digital recordkeeping platform that provides retirement plans and saving programs	Finance
GC Two Holdings, Inc. GC Two Holdings, Inc. Financial ConglomeratesFinance Functions as an investment holding company	Finance
Advisor Innovation Labs Advisor Innovation Labs Packaged SoftwareTechnology Services Develops financial technology solutions that create opportunities for financial advisors	Technology Services