Lori is a 25-year veteran of the wealth tech industry and known for her intense passion for continuous improvement on behalf of financial advisors and the firms that serve them. In 2017, Lori co-founded Advisor Innovation Labs (AI Labs), where she and her colleagues are focused on building intuitive ‘systems of engagement’ between advisors and their clients, creating a more meaningful relationship, via a digital interaction layer.
Prior to founding AI Labs, Lori served as Chief Operating Officer for Pershing, a BNY Mellon company, sharing leadership responsibility with the CEO for managing the Pershing family of companies. Previously, Lori was Group President of Advisory Services for Envestnet. She had been with Envestnet since its founding in 2000.
Lori has been recognized by many industry publications; “Winner in Wealthtech” by Wealth Management Today, A “Woman to Watch” by InvestmentNews, and was included in the Investment Advisor’s list of “The 25 Most Influential People in the Financial Industry”, among others.
Lori currently serves on several boards including the corporate Board of Directors for Riskalyze, Vestwell and AI Labs. She is also an active member of Ben Franklin’s Tech Partners External Review Committee in Philadelphia, serves on the MMI’s Women in Wealth Management as Co-Chair and the Executive Committee for the Envestnet Institute on Campus.