JERSEY CITY, N.J., Feb. 9, 2016 /PRNewswire/ -- Pershing LLC, a BNY
Mellon company and a leading provider of global financial business
solutions, today announced that Lori
Hardwick has been named the company's new chief operating
officer, effective February 29,
2016.
Hardwick joins Pershing from Envestnet and will succeed
Lisa Dolly, who was recently
appointed Pershing's new chief executive officer. Since joining
Envestnet at its inception nearly 16-years ago, Hardwick served in
a variety of roles managing its enterprise, sales, services,
advisor orientation and on-boarding divisions. She most recently
served as the company's group president of advisory services,
overseeing all of its enterprise relationship management,
institutional and global advisory sales, strategic partnerships,
and practice management programs.
"We're fortunate to have Lori, a successful and highly qualified
leader with an extensive track record of success and business
growth, joining BNY Mellon's Investment Services team," said
Lisa Dolly, newly promoted Pershing
chief executive officer. "Lori brings many years of investment,
technology and advisory expertise to Pershing and will help us
deliver solutions which empower clients and improve the advisor and
investor experience."
"Lisa and Lori will be a dynamic and complementary leadership
combination, adding strength and depth to an industry leading
team," said Brian Shea, BNY Mellon
vice chairman and CEO, Investment Services. "Their experience,
client-focus and solution orientation will help propel our clients
and our business to a higher level of success."
Prior to joining Envestnet, Hardwick served as regional vice
president at Nuveen Investments, cultivating relationships with
independent advisors spanning ten states in the Midwest. She also
was responsible for founding Nuveen Investment Advisor Services,
where she developed and managed a program and team specifically
targeted to RIAs. Prior to Nuveen, Hardwick worked in
institutional sales with Griffin, Kubik, Stephens &
Thompson.
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.
About Pershing
Pershing and its affiliates provide
global financial business solutions to advisors, asset managers,
broker-dealers, family offices, registered investment advisor firms
and wealth managers. A financial services firm located in 23
offices worldwide, Pershing provides business-to-business solutions
to clients representing 6 million active investor accounts on the
U.S. platform. Pershing affiliates are members of every major U.S.
securities exchange, and its international affiliates are members
of the Deutsche Borse, Australian Stock Exchange, Irish Stock
Exchange, London Stock Exchange and Toronto Stock Exchange.
Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company.
Additional information is available on pershing.com, or follow
us on Twitter@Pershing.
About BNY Mellon
BNY Mellon is a global investments
company dedicated to helping its clients manage and service their
financial assets throughout the investment lifecycle. Whether
providing financial services for institutions, corporations or
individual investors, BNY Mellon delivers informed investment
management and investment services in 35 countries and more than
100 markets. As of Dec. 31, 2015, BNY
Mellon had $28.9 trillion in assets
under custody and/or administration, and $1.6 trillion in assets under management. BNY
Mellon can act as a single point of contact for clients looking to
create, trade, hold, manage, service, distribute or restructure
investments. BNY Mellon is the corporate brand of The Bank of New
York Mellon Corporation (NYSE: BK). Learn more at
www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our
newsroom at www.bnymellon.com/newsroom for the latest company
news.
Contacts:
Paul
Patella
+1 201 413
3609
paul.patella@pershing.com
Cassandra Osei
+1 201 413 3394
cassandra.osei@pershing.com
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SOURCE BNY Mellon