Management Team
Envestnet is led by a team of experienced financial professionals who understand the business needs of the independent financial advisor. With an average of more than 20 years of industry experience, we are able to provide unusual clarity and vision in defining and delivering the products, technology, and services necessary for independent advisors to meet the growing expectations of affluent investors.
Our management team oversees more than 400 professionals at offices in Boston, Chicago, Denver, New York, Silicon Valley, and Trivandrum, India.
Lori Hardwick Executive Vice President, Advisory Services, Envestnet
Lori 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. Lori'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, Lori 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. Lori graduated from The Ohio State University, cum laude, with a B.A. majoring in Organizational Communication with a minor in Japanese. Lori 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. Lori holds FINRA Series 7, 63 and 65 securities licenses.
