Industry veteran Lori Hardwick has joined the strategic advisory board at Genstar Capital, the private equity firm that owns several wealth management firms, including Cetera Financial Group and Mercer Advisors.
Genstar’s strategic advisory board is made up of 30 senior executives with “deep domain expertise” in one of the private equity firm’s sectors. Hardwick, who currently serves as chairman of Riskalyze, will lend her expertise in wealth management technology to work closely with Genstar’s financial services investments.
Hardwick, well known in wealth management circles, was one of the original partners at Envestnet, where she spent 16 years, departing to serve as chief operating officer at BNY Mellon’s Pershing. In 2017, she co-founded Advisor Innovation Labs, where she remains an active board member.