Steve Lockshin

Steve Lockshin Email and Phone Number

Founder @ Vanilla
Cabo San Lucas, B.C.S., MX
Steve Lockshin's Location
Los Cabos, Baja California Sur, Mexico, Mexico
About Steve Lockshin

Entrepreneur in wealth management services industry. Built and sold RIAs and TAMPs. Now doing it again. Founder with a primary focus towards serving the ultra-affluent through effective estate and investment planning. Champion for technological advances in the wealth advisory industry while working towards improving transparency and supporting the fiduciary standard(+).Author of Get Wise to Your AdvisorThe information provided on this page is for viewing only. Please refrain from adding comments or “liking” the material. If you have any questions or comments relating to the material, please contact me directly.Specialties: investment planning, estate planning, leadership, entrepreneurship, performance reporting, asset allocation

Steve Lockshin's Current Company Details
Vanilla

Vanilla

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Founder
Cabo San Lucas, B.C.S., MX
Website:
justvanilla.com
Employees:
184
Steve Lockshin Work Experience Details
  • Vanilla
    Founder
    Vanilla
    Cabo San Lucas, B.C.S., Mx
    View
  • Vanilla
    Founder & Chairman
    Vanilla Apr 2019 - Present
    Salt Lake City, Utah, Us
    Modernizing estate planning through technology.
    View
  • Adviceperiod
    Founder
    Adviceperiod Feb 2014 - Present
    Los Angeles, Ca, Us
    AdvicePeriod is a brand utilized by Mariner, LLC - Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser
    View
  • Pathwater
    Board Member
    Pathwater Jan 2020 - Present
    San Francisco Bay Area, Ca, Us
    View
  • Chief Executives Organization
    Member
    Chief Executives Organization Jul 2017 - Present
    Washington, Dc, Us
    View
  • Young Presidents' Organization
    Member
    Young Presidents' Organization 1995 - Present
    Irving, Texas, Us
    View
  • Just Invest, Llc
    Board Member
    Just Invest, Llc Jan 2019 - Jan 2022
  • Carson Wealth Management Group
    Board Member / Investor
    Carson Wealth Management Group Jan 2014 - Jul 2021
    Omaha, Nebraska, Us
    View
  • Masonpay
    Advisor
    Masonpay Oct 2017 - Dec 2019
    Los Angeles, Ca, Us
    View
  • Advizr
    Advisor / Investor
    Advizr 2015 - Aug 2019
    New York, Us
    View
  • Quovo
    Advisor / Investor
    Quovo Sep 2015 - Jan 2019
    New York, Us
    Data science for financial service organizations.
    View
  • Vanguard
    Council Member
    Vanguard Oct 2016 - May 2018
    Valley Forge, Pa, Us
    Member of Vanguard's Inaugural RIA Advisor Council
    View
  • Betterment For Advisors
    Partner
    Betterment For Advisors Feb 2014 - Nov 2015
    New York, New York, Us
    Enabling investment advisors to accelerate their business through technology. Distributor of Betterment Institutional.
    View
  • Convergent Wealth Advisors
    Chairman And Founder
    Convergent Wealth Advisors Jan 2012 - Nov 2014
    Potomac, Md, Us
    View
  • Convergent Wealth Advisors
    Ceo And Founder
    Convergent Wealth Advisors Mar 1994 - Jan 2012
    Potomac, Md, Us
    Wealth advisory services for the ultra-affluent.
    View
  • Independence.Com
    Chairman
    Independence.Com 2011 - 2014
    Democratizing wealth management services reserved for the ultra-wealthy via technology.
  • Advizent
    Co-Founder
    Advizent Mar 2012 - Mar 2013
    Boulder, Co, Us
    A consortium of top independent financial advisors and wealth advisors working together to influence the industry to better educate and serve the consumer.
    View
  • Fortigent, Llc
    Founder
    Fortigent, Llc 1996 - 2007
    Founder of Fortigent (formerly Lydian Advisor Services)
  • The Meltzer Group
    Partner
    The Meltzer Group 1998 - 2004
    Bethesda, Md, Us
    View

Steve Lockshin Education Details

  • University Of Maryland
    University Of Maryland
    Technology & Management

Frequently Asked Questions about Steve Lockshin

What company does Steve Lockshin work for?

Steve Lockshin works for Vanilla

What is Steve Lockshin's role at the current company?

Steve Lockshin's current role is Founder.

What schools did Steve Lockshin attend?

Steve Lockshin attended University Of Maryland.

Who are Steve Lockshin's colleagues?

Steve Lockshin's colleagues are Jared Stebell, Hayley Rohn, Sam Trapkin, Patrick Carlson, Missy Bock, Laura Jogani, Henri Bricard.

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