There are a few great leaders in our industry who are almost universally respected for their perspective, experience and the innovation they’ve brought to wealth management. Lori Hardwick is definitely one of those leaders.
As Riskalyze turns seven years old in a few weeks, we’re inspired and amazed by the 20,000 advisors we’re so privileged to serve. As we think about the next phase of our growth journey, I’m incredibly excited to share the news that Lori is joining our Board of Directors to help us maximize the impact we can make for the Fearless Investing movement.
Welcome aboard, Lori — we’re excited to welcome you to the Riskalyze family!
— Aaron Klein, CEO at Riskalyze
Riskalyze Appoints Lori Hardwick to Board of Directors
Former Envestnet and Pershing Executive Joins the Board of Leading Risk Alignment and Account Automation Platform
FEBRUARY 22, 2018 – AUBURN, CALIFORNIA – Riskalyze today announced that industry veteran Lori Hardwick has been appointed to serve on its Board of Directors. Hardwick is Co-founder and President of Advisor Innovation Labs and has previously served as Chief Operating Officer at Pershing (a BNY Mellon Company), and Group President at Envestnet.
Hardwick is a renowned leader in advisor technology, having worked with the industry’s largest broker-dealers, RIAs and institutions. She helped build Envestnet from the ground up, as one of the firm’s founding partners, and served as a senior leader of the company as the team took the company public in 2010 and scaled to over 4,000 employees.
“We are thrilled to have an executive of Lori’s caliber join us for the next phase of our journey as a company,” said Aaron Klein, CEO at Riskalyze. “Lori’s extensive relationships with industry leaders, and her deep grasp of the issues facing our institutional customers, will be invaluable on the board. As Riskalyze continues to grow at a rapid pace, we look forward to seeing the benefits of Lori’s counsel.”
The Riskalyze board now has six members, including Klein, Co-Founder and Chief Investment Officer Mike McDaniel, Board Chairman Andy Swan, and Board Directors Ryan Shanks, Brad Bernstein and Hardwick.
“What Riskalyze has accomplished in its short history is nothing short of amazing and I’m proud and honored to join the board of this incredible company as it enters its next phase of growth,” said Hardwick. “I’ve had the great privilege of building and leading extremely talented teams at some of the industry’s top firms, and I look forward to sharing my perspective and advice with Aaron, Mike and their team to help them maximize the opportunity that Riskalyze has ahead of them.”
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, delivers the first risk-centric 401K experience with Riskalyze Retirement Solutions, and enables enterprises to develop real-time visibility, increase revenue, spot issues and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use the Riskalyze platform to empower the world to invest fearlessly. To learn more, visit riskalyze.com.