Riskalyze Names Chairman, Sales Chief

Tom Burroughes

12 June 2019

Riskalyze, a California-based firm that helps wealth managers fit clients’ risk tolerances and goals with how portfolios are managed, has named Drew DiMarino as executive vice president of sales, and Lori Hardwick as chairman.

DiMarino will join the company’s senior leadership team to head its sales organization. Hardwick, a Riskalyze board member for over a year and with a background at major financial firms, is expanding her role, the firm said in a statement yesterday.

Previously, DiMarino was head of sales at eMoney Advisor and joined the company in 2010. He led the company’s sales efforts in building the firm prior to its acquisition by Fidelity. Most recently, he led sales and marketing at Apiture, a cloud platform for banks and credit unions. He starts his new role on July 15, based in the firm’s east coast hub in Atlanta, Georgia, and will report to Aaron Klein, chief executive.

Hardwick was one of the original partners at Envestnet where she was part of the senior leadership team for 16 years, and held the title of group president of advisory services at the time of her departure. She managed Envestnet’s enterprise, sales, services, advisor orientation and onboarding during her tenure at the firm. Hardwick left Envestnet to serve as chief operating officer at Pershing, a BNY Mellon Company, and then in 2017, co-founded Advisor Innovation Labs, where she remains an active board member.

In addition to serving as Riskalyze’s chairman, she also serves as CEO, Wealth Tech for Red Rock Strategic Partners, where she provides C-suite consulting and thought leadership for a select group of the industry’s top financial services firms. Hardwick joined Riskalyze’s board of directors in April 2018. In her expanded role as chairman, she will represent Riskalyze at industry events, serve as an advisor to Aaron Klein to help set the firm’s strategy, and provide guidance to the entire senior leadership team, especially as they expand their service offering for wealth management enterprises.