Lori brings more than 30 years of experience of working in the financial industry as a prominent voice and is known for her intense passion for continuous improvement in the financial advisory industry. Throughout her career, she’s worked directly with C-suite level executives at some of the largest financial services companies, to help them create, and execute against, winning growth strategies and to improve the overall experiences for advisors and their clients.
Today, she serves on several Genstar portfolio boards as well as two independent boards: Vestwell and Docupace. In 2017, Lori created and co-founded, Advisor Innovation Labs (“AI Labs”), which was acquired in 2020. 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. Previously, Lori was Co-Founder and Group President of Advisory Services for Envestnet (NYSE: ENV). She had been with Envestnet since its founding in 2000 and served in a variety of executive roles during her 16-year tenure at the Firm.
Lori has recently been recognized as one of the “22 People who will Transform Wealth Management in 2022” by Financial Planning Magazine and was recognized as one of the Top Women of Wealth Tech by ThinkAdvisor, a “Winner in Wealthtech” by Wealth Management Today, a “Woman to Watch” by InvestmentNews and also, in 2016, was on Investment Advisor’s list of “The 25 Most Influential People in the Financial Industry”.
Cerity Partners
Cetera Financial Group
Orion Advisor Solutions
