Lori Hardwick

Lori Hardwick brings more than 25 years of experience working in the financial industry as a prominent voice and is known for her intense passion for continuous improvement in the financial advisory industry. As CEO of WealthTech at RedRock Strategic Partners LLC, she works directly with C-suite level executives at some of the largest financial services companies to help them create, and execute against, winning growth strategies, and to improve the overall experiences for financial professionals and their clients. Lori has expertise in investment, technology, distribution, and advisory solutions and is a regular speaker at industry events.

In 2017, Hardwick created and co-founded Advisor Innovation Labs (AI Labs), which was acquired in 2020. AI Labs provided sophisticated and intuitive "systems of engagement" between financial professionals and their clients via a digital interface.

Prior to founding AI Labs, she served as chief operating officer for Pershing, a BNY Mellon company, sharing leadership responsibility with the CEO for managing the Pershing family of companies. She served as a member of Pershing’s executive committee and BNY Mellon’s senior leadership team.

Previously, Hardwick was co-founder and group president of Advisory Services for Envestnet, overseeing all of its enterprise relationship management, institutional advisory sales, strategic partnerships, and practice management programs. She had been with Envestnet since its founding in 2000 and served in a variety of roles managing its enterprise, sales, services, advisor orientation, and onboarding divisions during her 16-year tenure at the firm.

Hardwick has been recognized as one of the 2020 Top Women of Wealth Tech by ThinkAdvisor, a “Winner in Wealthtech” in 2018 by Wealth Management Today, a “Woman to Watch” by InvestmentNews and also, in 2016, was on Investment Advisor’s list of “The 25 Most Influential People in the Financial Industry.”

Hardwick is a member of the board of directors for Genstar, Cetera Financial Group, Vestwell, and chairman of the board for Riskalyze.

EDUCATION

University of Chicago Booth, Executive MBA Program

The Ohio State University, BA