Executive Chairman and Co-founder
In addition to the co-founder of Vanilla, Steve Lockshin is a Founder and Principal of AdvicePeriod and former Chairman of Convergent Wealth Advisors (formerly Lydian Wealth Management), a company he founded in 1994. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Lydian Wealth Management was acquired by City National Bank(NYSE:CYN)) in 2007.
Steve is widely known for his contemporary approach to wealth advisory as well as his estate-planning knowledge and is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest in the industry in his guide for consumers, Get Wise to Your Advisor (John Wiley & Sons: 2013).
Ready to get started?
Deliver a whole new client conversation experience
Talk to our sales team today.