BNY Mellon’s Pershing, a provider of global financial business solutions, has named Lori Hardwick as the company’s new chief operating officer, effective February 29.
She joins from Envestnet and will succeed Lisa Dolly, recently appointed as the firm’s new chief executive officer. Before Envestnet, Hardwick served as regional vice president at Nuveen Investments, cultivating relationships with independent advisers spanning ten states in the Midwest.
Said Dolly: “Lori brings many years of investment, technology and advisory expertise to Pershing and will help us deliver solutions which empower clients and improve the adviser and investor experience.”
Hardwick was named one of the ’50 Most Influential Women in Private Wealth’ by Private Asset Management magazine in 2015 and one of the ’50 Top Women in Wealth’ by AdvisorOne in 2011.