Larie Lydick

Larie Lydick, Vice President, ETFs & Mutual Fund Services, is a key ETF subject matter expert and provides guidance on all issues related to the transitions and start- ups, the street, and daily ETF operations. She is currently providing relationship and onboarding services to several ETF clients and is highly regarded in the industry. Larie’s team’s overarching goal is to advocate for ETF sponsors and mutual fund advisers by creating a culture of service and accountability that optimizes marketing efforts throughout the product’s business life cycle.

Larie has been a key contributor in formulating the firm’s strategic ETF goals and operations over the past four years. Over the past two and a half decades, she has worked in various executive-level capacities, including as Chief Operating Officer responsible for the technology development, transfer agent, and control teams. Larie has been with the firm since 1996 as a Senior Operations Manager for a former ETF strategist affiliate, CLS Investments. She graduated from the University of Nebraska at Lincoln with a BS in Business Administration and Finance.