Los Angeles, CA – Cetera® has added an additional board of directors’ seat and appointed 25-year financial services veteran, Lori Hardwick, as its newest Board Member. Cetera is a leading financial advice firm comprised of a network of five independent broker-dealer service communities that support over 8,000 financial professionals plus their staff.
Ms. Hardwick brings extensive leadership experience working in the financial industry and is known for her intense passion for continuous improvement in the financial advice profession. Ms. Hardwick’s background in wealth technology aligns well with Cetera’s wealth management and advisory services strategy in support of Cetera’s mission to extend the delivery of an Advice-Centric Experience® to more investors nationwide.
“This is an important appointment for Cetera and one we’ve been looking to fill with the right talent, the right passion, and a deeply relevant perspective,” said Adam Antoniades, CEO of Cetera. “Lori’s experience with the financial advice profession, along with her deep domain expertise in improving technology for wealth managers, aligns with Cetera’s mission to ensure financial professionals have what they need to serve clients effectively at every stage of life.”
Ms. Hardwick currently serves on several financial industry association boards including the Strategic Advisory Board of Genstar Capital, Cetera’s majority shareholder, and also serves as Chairman of Riskalyze. She co-founded Advisor Innovation Labs, before that served as Chief Operating Officer of Pershing, and was a co-founder and Group President of Envestnet. Prior to joining Envestnet, Ms. Hardwick served as Vice President at Nuveen Investments. She has been recognized by numerous industry publications, including being named one of ThinkAdvisor’s “Top Women in Wealth Tech 2020,” the “2019 InvestmentNews Women to Watch,” and the “25 Most Influential People in the Financial Industry” by Investment Advisor, among others. Ms. Hardwick is a graduate of The Ohio State University.
For more information on Cetera and its Board of Directors, visit cetera.com.
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
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