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Lori Hardwick, one of the original partners of Envestnet and former BNY Mellon Pershing chief operating officer, is joining the board of directors of ...
I've known Lori for a long time, going back to the Envestnet days.
We consider Vestwell to be a great partner, but we have never discussed, nor are we contemplating, any kind of merger, acquisition or other strategic transaction at this time.
I was drawn to Vestwell because it has developed a modern and intuitive interface that empowers advisers to more efficiently manage customized retirement plans.
All I can really say is there has been a lot of thought capital employed on the Goldman side to the retirement space.