After being named Chairman of the Riskalyze board, Lori Hardwick is becoming a member of the Board of Administrators at Vestwell, mentioned Aaron Schumm, founder and CEO of the agency. Schumm introduced the transfer on the Subsequent Gen Retirement occasion in New York Metropolis. The agency additionally introduced the addition of Rana Yared, associate at Goldman Sachs, to the corporate’s board.
Hardwick’s expertise at Envestnet, the place she was one of many agency’s unique companions and a part of the senior management crew, factored into the choice, mentioned Benjamin Thomason, EVP on the agency. Vestwell is making a push to develop into one of many key wealth administration instruments for advisors working with retirement plans. At Envestnet, which is positioning itself to be the go-to advisor dashboard, Hardwick was liable for all relationship administration and gross sales operations throughout the agency, as just lately as 5 years in the past.
“I’m thrilled to hitch the board to assist gasoline a a lot wanted transformation in how retirement plans are administered, managed, and skilled by all stakeholders,” Hardwick mentioned.
In the meantime, Yared joins the board as Goldman Sachs’ consultant, following the $30 million Sequence B spherical led by the agency’s Principal Strategic Investments group, of which she is a managing director. Rana serves on the board at Tradeweb, NAV and Barefoot Networks.
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