– USA, CA – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry today announced the appointment of Lori Hardwick as Chair of its Board of Directors, effective immediately.
Hardwick assumes the role previously held by FTV Capital Managing Partner Brad Bernstein.
About Lori Hardwick
Ms. Hardwick is a trailblazing leader in the wealth management and wealthtech spaces, with more than 30 years of experience as a senior executive, entrepreneur, and board member for some of the fastest-growing and widely-recognized firms in the industry. She will share that expertise with Docupace as the company continues to execute its ambitious strategic expansion goals.
“I am thrilled to welcome Lori Hardwick as our Board Chair at Docupace,” said CEO, David Knoch. “I’ve had the privilege of knowing and working with Lori since her time at Envestnet, and over the years I have come to rely on Lori’s wisdom and advice to elevate my own performance and that of the teams I am honored to lead. And just as importantly, Lori’s strategic insights are critical to our future as we work to elevate the performance of back office heroes across the financial services industry by delivering a comprehensive and seamlessly integrated back-office ecosystem. Given Lori’s tremendous professional accomplishments and our history together, it was a natural fit to welcome Lori to our board.”
About Lori Hardwick
Lori Hardwick was one of the co-founders of Envestnet, and later joined BNY Mellon’s Pershing as its COO before co-founding AI Labs. Ms. Hardwick, a sought-after board member in the technology and financial advice space, currently holds board seats at Cetera Financial Group, Orion Advisor Solutions, Cerity Partners, and Vestwell, where she serves as Chair of the Board of Directors. In addition, Ms. Hardwick is a Genstar Capital’s Strategic Advisory Board member.
She takes on her new role on the Board of Docupace as the company expands its executive leadership team to support its strong growth and focused intent to deliver a comprehensive back-office ecosystem to the wealth management industry. Among its new hires, Docupace recently announced the appointment of John Stilo as EVP, Finance, and Accounting; Sebastian Skwarek as EVP, Engineering and President of Docupace Europe; Florence Royce as VP, Professional Services; and Nouman Jan as Director, Information Technology and Site Reliability Engineering.
About Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Los Angeles, Docupaceproudly servese some of the largest independent broker-dealers and registered investment advisers in the financial services industry. The company won the 2021 Gold Globee Award for “Hot Technology of the Year” and was named to the 2021 Inc. 5000 list of the nation’s fastest-growing private companies.
For more information: https://www.docupace.com/
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