February 9, 2016
JERSEY CITY, N.J., February 9, 2016 — Pershing LLC, a BNY Mellon company and a leading provider of global financial business solutions, today announced that Lori Hardwick has been named the company's new chief operating officer, effective February 29, 2016.
Hardwick joins Pershing from Envestnet and will succeed Lisa Dolly, who was recently appointed Pershing's new chief executive officer. Since joining Envestnet at its inception nearly 16-years ago, Hardwick served in a variety of roles managing its enterprise, sales, services, advisor orientation and on-boarding divisions. She most recently served as the company's group president of advisory services, overseeing all of its enterprise relationship management, institutional and global advisory sales, strategic partnerships, and practice management programs.
"We're fortunate to have Lori, a successful and highly qualified leader with an extensive track record of success and business growth, joining BNY Mellon's Investment Services team," said Lisa Dolly, newly promoted Pershing chief executive officer. "Lori brings many years of investment, technology and advisory expertise to Pershing and will help us deliver solutions which empower clients and improve the advisor and investor experience."
"Lisa and Lori will be a dynamic and complementary leadership combination, adding strength and depth to an industry leading team," said Brian Shea , BNY Mellon vice chairman and CEO, Investment Services. "Their experience, client-focus and solution orientation will help propel our clients and our business to a higher level of success.
"Prior to joining Envestnet, Hardwick served as regional vice president at Nuveen Investments, cultivating relationships with independent advisors spanning ten 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. Prior to Nuveen, Hardwick worked in institutional sales with Griffin, Kubik, Stephens & Thompson.
Hardwick 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.
About BNY Mellon's Pershing
BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.
Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting.
Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.
Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on pershing.com, or follow us on LinkedIn or Twitter @Pershing.
About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of June 30, 2021, BNY Mellon had $45.0 trillion in assets under custody and/or administration, and $2.3 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.