November 22, 2016
JERSEY CITY, N.J., November 22, 2016 - BNY Mellon's Pershing LLC is pleased to announce that Lisa Dolly, chief executive officer and Lori Hardwick, chief operating officer, have been named to InvestmentNews' 2016 Women to Watch list. The selections recognize each executive's success and leadership, willingness to share their expertise with other women, ability to affect change within the financial advisory industry, and commitment to giving back to their communities.
"I'm honored to be named to this list of inspiring women leaders helping to shape the future of the financial advisory industry," said Dolly. "At Pershing, we believe the diversity of our people makes us more insightful leaders and helps us be a transformative force within the industry. This award demonstrates Pershing's commitment to provide women with opportunities to become leaders and drive the success of our clients."
"I'm humbled to be recognized alongside a truly accomplished group of women that are at the forefront of our industry," said Hardwick. "Pershing is personally invested in our employees' and communities' success and it is gratifying to be recognized for our efforts in helping to make a difference in the places where we live and work."
Women to Watch honorees were selected by an eight-member nominating committee from a pool of nearly 300 nominees. They will be recognized at an awards luncheon on March 8, 2017 in New York.
Dolly is a member of Pershing's executive committee and BNY Mellon's operating committee. Over her 25-year career at Pershing, she held numerous leadership roles prior to becoming CEO in February 2016. She was responsible for the firm's managed investment business and Lockwood Advisors, Inc., managed global operations, and served as chief operating officer overseeing numerous internal and operational functions.
Dolly has served as chairperson of the Securities Industry and Financial Markets Association (SIFMA) Operations and Technology Steering Committee and has served on cross-industry committees with DTCC. In addition, she volunteers her time with the 30% Club mentoring aspiring professional women.
Hardwick was named COO of BNY Mellon's Pershing in February 2016. She joined the firm from Envestnet, where she held many roles in her nearly sixteen-year career there, most recently serving as the company's group president of advisory services, overseeing its enterprise relationship management, institutional and global advisory sales, strategic partnerships and practice management programs.
Hardwick is a member of The University of Chicago Women's Business Group, is on the founding board of Women of Wealth, and is the co-chair of a new Money Management Institute initiative aimed at attracting applicants and promoting career development for women in the advisory solutions industry. She was also recently appointed to serve as a Fellow to the Foreign Policy Association in New York.
About BNY Mellon's Pershing
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage, managed account technology and operations and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing more than seven million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Professionally advised managed accounts are offered through its affiliate, Lockwood Advisors, Inc., which is 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 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 management and investment services in 35 countries. As of September 30, 2019, BNY Mellon had $35.8 trillion in assets under custody and/or administration, and $1.9 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.