Lori Hardwick
Vorsitzender bei Vestwell Holdings, Inc.
Profil
Lori Hardwick is the founder of Advisor Innovation Labs.
She currently holds the position of Chairman at Docupace Technologies LLC since 2022 and Chairman at Vestwell Holdings, Inc. since 2017.
She is also a Director at Orion Advisor Technology LLC, Cetera Financial Group, Inc., GC Two Holdings, Inc., and SAB Financial Services at Genstar Capital Management LLC, all of which are current positions.
In her former roles, Ms. Hardwick served as Chairman at Riskalyze, Inc. from 2018 to 2021.
She also held positions as Director & Regional Vice President at Nuveen Investments, Inc., Principal at Griffin Kubik Stephens & Thompson, Inc., and Group President-Advisor Services at Envestnet, Inc.Ms. Hardwick completed her undergraduate degree at The Ohio State University in 1991.
She later earned an MBA from The University of Chicago Booth School of Business in 2008.
Aktive Positionen von Lori Hardwick
Unternehmen | Position | Beginn |
---|---|---|
Vestwell Holdings, Inc.
Vestwell Holdings, Inc. Internet Software/ServicesTechnology Services Vestwell Holdings, Inc. develops and operates online platform that helps investment advisors evolve their business of retirement investing. It specializes in 401(k) and other defined contribution retirement investment management services. The company was founded by Aaron Schumm in January 2016 and is headquartered in New York, NY. | Vorsitzender | 29.09.2021 |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Direktor/Vorstandsmitglied | 01.03.2020 |
GC Two Holdings, Inc.
GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Direktor/Vorstandsmitglied | - |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Direktor/Vorstandsmitglied | - |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Berater | 01.02.2020 |
Docupace Technologies LLC
Docupace Technologies LLC Packaged SoftwareTechnology Services Docupace Technologies LLC provides document management and workflow solutions. It offers ePACS productivity suite, cyber security and straight through processing. The company was founded by Michael Pinsker and is headquartered in Los Angeles, CA. | Vorsitzender | 13.10.2022 |
Ehemalige bekannte Positionen von Lori Hardwick
Unternehmen | Position | Ende |
---|---|---|
Riskalyze, Inc.
Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Vorsitzender | 02.05.2021 |
Advisor Innovation Labs | Gründer | - |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Direktor/Vorstandsmitglied | - |
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Ausbildung von Lori Hardwick
The Ohio State University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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ENVESTNET, INC. | Technology Services |
Private Unternehmen | 10 |
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Griffin Kubik Stephens & Thompson, Inc.
Griffin Kubik Stephens & Thompson, Inc. Investment Banks/BrokersFinance BMO Capital Markets GKST, Inc., is a direct wholly-owned subsidiary of Harris Financial Corp. It serves as a brokerage company that provides debt securities. Its products includes municipal bonds, U.S. treasury debt, agencies, and mortgage-backed securities. The company was founded in 1980 and is headquartered in Chicago, IL. | Finance |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Finance |
Riskalyze, Inc.
Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Technology Services |
Vestwell Holdings, Inc.
Vestwell Holdings, Inc. Internet Software/ServicesTechnology Services Vestwell Holdings, Inc. develops and operates online platform that helps investment advisors evolve their business of retirement investing. It specializes in 401(k) and other defined contribution retirement investment management services. The company was founded by Aaron Schumm in January 2016 and is headquartered in New York, NY. | Technology Services |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Finance |
GC Two Holdings, Inc.
GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Finance |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Finance |
Docupace Technologies LLC
Docupace Technologies LLC Packaged SoftwareTechnology Services Docupace Technologies LLC provides document management and workflow solutions. It offers ePACS productivity suite, cyber security and straight through processing. The company was founded by Michael Pinsker and is headquartered in Los Angeles, CA. | Technology Services |
Advisor Innovation Labs |