Lori Hardwick is our industry's "Swiss Army Knife." She's successfully served in both strategic and operating roles. She can move effortlessly between conversations on asset management, fintech, and the state of custodians and broker/dealers in this industry. She's converted all of this experience into positions with some of the most successful companies in financial services.
Lori’s career spans 30 years, and includes leadership roles at Nuveen, Envestnet, Pershing, and her own company – AI Labs – which she sold to Envestnet in 2020. Lori has now set her sights on helping several growing companies with their strategic goals via her Board of Director seats at Orion, Vestwell, Cetera and Genstar.
I'm thrilled to have Lori on the show to discuss her passions, her insights on hot industry trends, and how's she's driving industry diversity. All this and more on this 14th episode of Can You Hold My Attention?