EQIS hires Hardin as chief strategy officer

EQIS Capital Management has named Melanie Hardin as chief strategy officer. Previously, Hardin worked at LPL Financial where she served as executive vice president of investment platform solutions and strategic growth.


SAN RAFAEL, Calif., Jan. 19, 2016 /PRNewswire/ — EQIS Capital Management, Inc. today announced the appointment of Melanie Hardin to the role of Chief Strategy Officer. EQIS is a rapidly growing provider of integrated investment management solutions serving financial advisors through independent broker dealers and Registered Investment Advisors who help clients achieve their financial objectives. Hiring Ms. Hardin is the latest move in EQIS’s plan to build and invest in its people and platform solutions. At EQIS, Ms. Hardin will focus her efforts on developing and implementing growth strategies and increasing EQIS’s visibility in the financial services community. Ms. Hardin is also an advisory Board Member for FTV Capital, a private equity firm specializing in financial technology.

“Melanie brings a unique set of skills to EQIS,” said EQIS’s CEO, Scott Winters. “She has been a leader in a number of prominent financial services companies, including Charles Schwab, ADP, and most recently LPL, where she guided the strategic development of their platform and product initiatives. We’re excited to have her apply her considerable skills to oversee a critical phase in EQIS’s growth and help EQIS scale up effectively.”

“I am honored to join EQIS at this exciting time in its growth,” said Ms. Hardin. “I look forward to helping unlock the enormous potential this company has to reinvent wealth management by helping investors, through our network of fee-based financial advisors, realize their financial dreams.”

EQIS, founded in 2007, has been growing recently at nearly 80% per year. The firm’s mission is to help mass-affluent investors reach their financial goals by enabling them to have access to many of the same investing advantages that institutions and ultra high net worth investors have enjoyed for decades. These advantages include access to multiple money managers, global geographic and asset class diversification, tax efficiency, and transparency.


Ms. Hardin has more than 25 years of business management experience in the financial services sector. She was most recently Executive Vice President of Investment Platform Solutions and strategic growth for LPL Financial. LPL Financial is the largest independent broker dealer in the US, with more than 13,500 financial advisors, approximately 700 financial institutions and over $450B in assets. Hardin led the strategic expansion of LPL’s comprehensive wealth management services, which include the fee-based platforms, due diligence, field marketing support, and strategic relationship management with investment companies to attract assets to LPL’s custodial platform.

Prior to joining LPL Financial in 2010, she worked for ADP as Division Vice President for Strategy and Business Development with a special focus on new revenue, products, and opportunities. Before ADP, Ms. Hardin was a Director and Chief Executive Officer of the newly organized Charles Schwab, U.K., Limited. Ms. Hardin earned an MBA from the Yale School of Management and a BS in business administration from the University of San Francisco.


EQIS Capital Management, Inc. is a fast growing fee-based turnkey asset management platform (TAMP) serving financial advisors by providing mass affluent investors access to many of the investment strategies historically available only to high net worth individuals and institutions. EQIS technology delivers access to multiple carefully selected institutional style money managers and directly owned securities in separately managed accounts with an account minimum of only $25,000 (or even $1.00 in the case of our 401(k) program). The EQIS automated administration and portfolio customization allows financial advisors to spend more time with clients, helping to accelerate their practice’s growth and profitability.