Lori Hardwick
Contributor
Lori Hardwick has been with Envestnet since its founding in 2000 and was recently named one of the 50 Top Women in Wealth for 2011 by AdvisorOne. She manages the Enterprise, Sales, Services, and Advisor Orientation Divisions, as well as the Advisor Orientation and On-Boarding divisions. Under her direction, these teams led the effort to introduce, educate and deliver a growing set of solutions built for fee-based advisors worldwide. Hardwick's efforts empower advisors to offer institutional-quality asset management and build practices that serve their clients' interests with responsiveness and efficiency.
Prior to Envestnet, Hardwick was working with Nuveen Investments. While at Nuveen, she founded the Registered Investment Advisor (RIA) Services Division and led the firm's sales efforts in the RIA industry. Hardwick graduated from The Ohio State University, cum laude, with a B.A. majoring in Organizational Communication with a minor in Japanese. Hardwick is also an alumnus of the University of Chicago Booth Advanced Management Program (AMP), an elite category of year-long educational programs designed for qualifying senior executives with content focused on enterprise and business leadership. Hardwick holds the FINRA Series 7, 63 securities registrations and the Series 65 investment advisor registration.