Steve Lockshin
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Steve Lockshin Email & Phone Number

Founder at Vanilla
Location: Los Cabos, Baja California Sur, Mexico 19 work roles 1 school
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Current company
Vanilla
Role
Founder
Location
Los Cabos, Baja California Sur, Mexico
Company size
184 employees

Who is Steve Lockshin? Overview

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Quick answer

Steve Lockshin is listed as Founder at Vanilla, a company with 184 employees, based in Los Cabos, Baja California Sur, Mexico. AeroLeads shows a matched LinkedIn profile for Steve Lockshin.

Steve Lockshin previously worked as Founder & Chairman at Vanilla and Founder at Adviceperiod. Steve Lockshin holds Bachelor Of Science (Bs), Technology & Management from University Of Maryland.

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Email format at Vanilla

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Vanilla

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Profile bio

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

Current workplace

Steve Lockshin's current company

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Vanilla
Vanilla
Founder
Cabo San Lucas, B.C.S., MX
Website
justvanilla.com
Employees
184
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Company profile
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19 roles · 31 years

Steve Lockshin work experience

A career timeline built from the work history available for this profile.

Founder

Vanilla

Cabo San Lucas, B.C.S., MX

Founder & Chairman

Current
Vanilla

Salt Lake City, Utah, US

Modernizing estate planning through technology.

Apr 2019 - Present

Founder

Current
Adviceperiod

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

Feb 2014 - Present

Board Member

Current
Pathwater

San Francisco Bay Area, CA, US

Jan 2020 - Present

Board Member

Just Invest, Llc
Jan 2019 - Jan 2022

Advisor

Masonpay

Los Angeles, CA, US

Oct 2017 - Dec 2019

Advisor / Investor

Advizr

New York, US

2015 - Aug 2019

Advisor / Investor

Quovo

New York, US

Data science for financial service organizations.

Sep 2015 - Jan 2019

Council Member

Vanguard

Valley Forge, PA, US

Member of Vanguard's Inaugural RIA Advisor Council

Oct 2016 - May 2018

Partner

Betterment For Advisors

New York, New York, US

Enabling investment advisors to accelerate their business through technology. Distributor of Betterment Institutional.

Feb 2014 - Nov 2015

Chairman

Independence.Com

Democratizing wealth management services reserved for the ultra-wealthy via technology.

2011 - 2014 ~3 yrs

Co-Founder

Advizent

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.

Mar 2012 - Mar 2013

Founder

Fortigent, Llc

Founder of Fortigent (formerly Lydian Advisor Services)

1996 - 2007 ~11 yrs
Team & coworkers

Colleagues at Vanilla

Other employees you can reach at justvanilla.com. View company contacts for 184 employees →

HB Hayfa Ben Dhaw Hayfa Ben Dhaw Colleague at VanillaDélégation Hammam Sousse, Sousse, Tunisia, Tunisia View → RL Raymond L. Raymond L. Colleague at VanillaPhiladelphia, Pennsylvania, United States, United States View → BP Brittany Pacheco Brittany Pacheco Colleague at VanillaGarden Grove, California, United States, United States View → JH Jacob Halpern Jacob Halpern Colleague at VanillaLos Angeles, California, United States, United States View → HB Henri Bricard Henri Bricard Colleague at VanillaAtlanta Metropolitan Area, United States View → MV Mariarosaria Vitiello Mariarosaria Vitiello Colleague at VanillaCampania, Italy, Italy View → TG Tamara Gaedtke Tamara Gaedtke Colleague at VanillaDenver, Colorado, United States, United States View → KJ Kamian Jensen Kamian Jensen Colleague at VanillaLittleton, Colorado, United States, United States View → 林 林雅雯 林雅雯 Colleague at VanillaKowloon, Hong Kong SAR, Hong Kong View → HV Hendri Vanilla Indonesia Hendri Vanilla Indonesia Colleague at VanillaGambir, Jakarta, Indonesia, Indonesia View →
1 education record

Steve Lockshin education

  • University Of Maryland
    University Of Maryland
    Technology & Management
FAQ

Frequently asked questions about Steve Lockshin

Quick answers generated from the profile data available on this page.

What company does Steve Lockshin work for?

Steve Lockshin works for Vanilla.

What is Steve Lockshin's role at Vanilla?

Steve Lockshin is listed as Founder at Vanilla.

Where is Steve Lockshin based?

Steve Lockshin is based in Los Cabos, Baja California Sur, Mexico while working with Vanilla.

What companies has Steve Lockshin worked for?

Steve Lockshin has worked for Vanilla, Adviceperiod, Pathwater, Chief Executives Organization, and Young Presidents' Organization.

Who are Steve Lockshin's colleagues at Vanilla?

Steve Lockshin's colleagues at Vanilla include Hayfa Ben Dhaw, Raymond L., Brittany Pacheco, Jacob Halpern, and Henri Bricard.

How can I contact Steve Lockshin?

You can use AeroLeads to view verified contact signals for Steve Lockshin at Vanilla, including work email, phone, and LinkedIn data when available.

What schools did Steve Lockshin attend?

Steve Lockshin holds Bachelor Of Science (Bs), Technology & Management from University Of Maryland.

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