Steve Lockshin
FounderFounder at Vanilla Technologies Inc.
Los Cabos, Baja California Sur, Mexico
FoundedVanilla Technologies Inc.
About
Steve Lockshin is an entrepreneur in the wealth management services industry who has built and sold registered investment advisors and turnkey asset management platforms. He is the founder of Vanilla, focusing on estate and investment planning for ultra-affluent clients, and advocates for technological advances, transparency, and the fiduciary standard in wealth advisory. He is the author of *Get Wise to Your Advisor*.
Founder at Vanilla Technologies Inc.
Intro paths
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In turn, Steve can intro founders to Vanilla Technologies Inc.'s investors below.
Vanilla Technologies Inc.'s investors · 3
Co-founders at Vanilla Technologies Inc.
SL
Steven LockshinExecutive Officer, Director
Experience
- VanillaFoundercurrent2019 — present
- AdvicePeriodFoundercurrent2014 — presentGreater Los Angeles Area
- PATHWATERBoard Membercurrent2020 — presentSan Francisco Bay Area
- Chief Executives OrganizationMembercurrent2017 — present
- Young Presidents' OrganizationMembercurrent1995 — present
- Just Invest, LLCBoard Member2019 — 2022San Francisco Bay Area
- Carson Wealth Management GroupBoard Member / Investor2014 — 2021Greater Omaha Area
- MasonPayAdvisor2017 — 2019Southern California
- AdvizrAdvisor / Investor2015 — 2019Greater New York City Area
- QuovoAdvisor / Investor2015 — 2019Greater New York City Area
- VanguardCouncil Member2016 — 2018
- Betterment for AdvisorsPartner2014 — 2015Greater Los Angeles Area
- Convergent Wealth AdvisorsChairman and Founder2012 — 2014Potomac, Maryland
- Convergent Wealth AdvisorsCEO and Founder1994 — 2012Greater Los Angeles Area
- Independence.comChairman2011 — 2014
- AdvizentCo-Founder2012 — 2013
- Fortigent, LLCFounder1996 — 2007
- The Meltzer GroupPartner1998 — 2004
Skills & more
Hedge FundsAsset ManagementAlternative InvestmentsAsset ManagmentEntrepreneurshipFinancial AdvisoryInvestment ManagementStrategic Financial PlanningWealthWealth Management ServicesFinancial ServicesPortfolio Management
From Steve's professional profile.
Frequently asked questions
- Who is Steve Lockshin?
- Steve Lockshin is an entrepreneur in the wealth management services industry who has built and sold registered investment advisors and turnkey asset management platforms. He is the founder of Vanilla, focusing on estate and investment planning for ultra-affluent clients, and advocates for technological advances, transparency, and the fiduciary standard in wealth advisory. He is the author of *Get Wise to Your Advisor*.
- Where does Steve Lockshin work?
- Steve Lockshin is Founder of Vanilla Technologies Inc..
- What companies did Steve Lockshin found?
- Steve Lockshin founded Vanilla Technologies Inc..
- Where did Steve Lockshin go to school?
- Steve Lockshin studied at University of Maryland (Bachelor of Science (BS), Technology & Management).
Founder mafias
University of Maryland mafia102
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Same school
Also attended University of Maryland297
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Shared employers
Also worked at Young Presidents' Organization252
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