Lori Hardwick

SAB FINANCIAL SERVICES

Lori Hardwick is a member of Genstar Capital’s Strategic Advisory Board and advises the firm in the financial services industry. 

Lori Hardwick brings more than 25 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.  As CEO of WealthTech at RedRock Strategic Partners LLC, Lori works 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.  Lori has expertise in investment, technology, distribution and advisory solutions and is a regular speaker at industry events.

In 2017, Lori created and co-founded, Advisor Innovation Labs (AI Labs) which was acquired in 2020. AI Labs provided a sophisticated and intuitive ‘systems of engagement’ between advisors and their clients via a digital interface.

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 Co-Founder and 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 16-year tenure at the firm.

Lori has been recognized as one of the 2020 Top Women of Wealth Tech by ThinkAdvisor, a “Winner in Wealthtech” in 2018 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”.

Lori is a Member of the Board of Directors for Cetera Financial Group, Vestwell and Chairman of the Board for Riskalyze.

EDUCATION

  • University of Chicago Booth, Executive MBA Program
  • The Ohio State University, BA

BOARD REPRESENTATION


CURRENT INVESTMENTS

Cetera Financial Group

back to top