Chief Operating Officer
Lori Hardwick is the Chief Operating Officer for Pershing, a BNY Mellon company, sharing leadership responsibility with the CEO for managing the Pershing family of companies. Lori joined the firm in 2016 and brings 25 years of investment, technology and advisory expertise. She is a member of Pershing’s Executive Committee and BNY Mellon’s Operating Committee.
Previously, Lori was group president of advisory services for Envestnet, overseeing all of its enterprise relationship management, institutional and global advisory sales, strategic partnerships and practice management programs. She had been with Envestnet since its inception in 2000 and served in a variety of roles managing its enterprise, sales, services, advisor orientation and onboarding divisions.
Prior to joining Envestnet, Lori served as regional vice president at Nuveen Investments, cultivating relationships with independent advisors spanning 10 states in the Midwest. She also was responsible for founding Nuveen Investment Advisor Services, where she developed and managed a program and team specifically targeted to RIAs. Before Nuveen, Lori worked in institutional sales with Griffin, Kubik, Stephens & Thompson.
In 2016, Lori was named to the Investment Advisor’s 25, which recognizes the 25 most influential people in the industry. Also, Lori was named one of the “50 Most Influential Women in Private Wealth” by Private Asset Management magazine in 2015 and one of the “50 Top Women in Wealth” by AdvisorOne in 2011.
Lori graduated from The Ohio State University with a Bachelor of Arts in Organizational Communication and minors in Japanese and Marketing. She is also a graduate of the University of Chicago Booth Advanced Management Executive Program, an elite category of year-long business educational programs designed for senior executives.