![Lori Hardwick](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lori Hardwick
Chairman at
Vestwell Holdings, Inc.
Profile
Ms. Lori Hardwick is a Chairman at Docupace Technologies LLC, a Member-Strategic Advisory Board at Genstar Capital Management LLC and a Chairman at Vestwell Holdings, Inc. She is on the Board of Directors at Cetera Financial Group, Inc., GC Two Holdings, Inc. and Orion Advisor Technology LLC.
Ms. Hardwick was previously employed as a Chairman by Riskalyze, Inc., a Co-Founder by Advisor Innovation Labs, a Group President-Advisor Services by Envestnet, Inc., a Principal by Griffin Kubik Stephens & Thompson, Inc., and a Director & Regional Vice President by Nuveen Investments, Inc. She received her undergraduate degree from The Ohio State University and an MBA from The University of Chicago Booth School of Business.
Lori Hardwick active positions
| Companies | Position | Start |
|---|---|---|
Vestwell Holdings, Inc.
 Vestwell Holdings, Inc. Investment ManagersFinance Operates digital recordkeeping platform that provides retirement plans and saving programs | Chairman | 2021-09-28 |
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Provides financial planning and wealth management services | Director/Board Member | 2020-02-29 |
GC Two Holdings, Inc.
 GC Two Holdings, Inc. Financial ConglomeratesFinance Functions as an investment holding company | Director/Board Member | - |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Director/Board Member | - |
Genstar Capital Management LLC
 Genstar Capital Management LLC Investment ManagersFinance Genstar Capital invests in private and public middle market companies located across the globe. The firm targets companies operating in the fields of financial services, healthcare, software and industrial sectors. It provides financing for corporate carve-outs and buyouts capital transactions. The firm takes a seat on the board of directors and also makes control investments. | Consultant / Advisor | 2020-01-31 |
Docupace Technologies LLC
 Docupace Technologies LLC Packaged SoftwareTechnology Services Develops AI-enabled back-office and compliance software for wealth management firms | Chairman | 2022-10-12 |
Former positions of Lori Hardwick
| Companies | Position | End |
|---|---|---|
Riskalyze, Inc.
 Riskalyze, Inc. Packaged SoftwareTechnology Services Develops software for measurement of client risk tolerance for investment advisors | Chairman | 2021-05-01 |
Advisor Innovation Labs | Founder | - |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Director/Board Member | - |
| ░░░░░░░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
| ░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Lori Hardwick
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
83
1st degree connections
13
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
Nuveen Investments, Inc.
Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Finance |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital invests in private and public middle market companies located across the globe. The firm targets companies operating in the fields of financial services, healthcare, software and industrial sectors. It provides financing for corporate carve-outs and buyouts capital transactions. The firm takes a seat on the board of directors and also makes control investments. | Finance |
Griffin Kubik Stephens & Thompson, Inc.
 Griffin Kubik Stephens & Thompson, Inc. Investment Banks/BrokersFinance Provides debt securities brokerage services | Finance |
Riskalyze, Inc.
Riskalyze, Inc. Packaged SoftwareTechnology Services Develops software for measurement of client risk tolerance for investment advisors | Technology Services |
Orion Advisor Technology LLC
Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Technology Services |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Provides financial planning and wealth management services | Finance |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Docupace Technologies LLC
Docupace Technologies LLC Packaged SoftwareTechnology Services Develops AI-enabled back-office and compliance software for wealth management firms | Technology Services |
Vestwell Holdings, Inc.
Vestwell Holdings, Inc. Investment ManagersFinance Operates digital recordkeeping platform that provides retirement plans and saving programs | Finance |
GC Two Holdings, Inc.
GC Two Holdings, Inc. Financial ConglomeratesFinance Functions as an investment holding company | Finance |
Advisor Innovation Labs |
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