Lori Hardwick has stepped down as chairman of Riskalyze, the risk-assessment software company she has led for two years.
The move by Hardwick, who headed RIA services at Nuveen before moving to top executive posts at Envestnet and Pershing, was reported by Citywire. Her LinkedIn profile says she served as Riskalyze’s chairman until May and that she continues to serve as a director.
Riskalyze Chief Executive Aaron Klein told Citywire that the chairman’s position will remain vacant for the time being.
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
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