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 manages the Enterprise, Sales, Services, and Advisor Orientation Divisions for Envestnet Asset Management. These teams, under Lori’s direction, lead the effort to deliver a growing set of solutions to independent investment advisors via our institutional partners. Envestnet has successfully signed over 500 client contracts and migrated over $50 billion of assets to their platform while Lori has been in the role of Enterprise Director.
Prior to Envestnet, Lori ran the Registered Investment Advisor (RIA) Services Division at Nuveen, a leader in the fixed income arena. While at Nuveen, she led the firm's sales efforts in the RIA industry as the company established itself as a player with this segment of fee-advisors. Also with Nuveen, she worked several years as a Regional Vice President and Director, cultivating relationships with independent advisors spanning 10 states in the Midwest as a wholesaler of their investment solutions. Prior to Nuveen, Lori worked in institutional sales with Griffin, Kubik, Stephens & Thompson, an investment banking firm based in Chicago.
Lori graduated in 1991, cum laude, with a B.A. from Ohio State University, where she majored in organizational communication and minored in business and Japanese. Lori graduated from the University of Chicago's Graduate School of Business Executive Institute Management year-long business program in 2008. She holds the NASD Series 7, 63 and 65 securities licenses.
