![Steven David Lockshin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steven David Lockshin
Directeur/Membre du Conseil chez
VELOCITY MERGER CORP.
Profil
Mr. Steven D.
Lockshin is a Chairman at OpenAdvisor Technologies, Inc., a Principal at AdvicePeriod LLC, an Independent Director at Velocity Merger Corp.
and a Principal at Steve Lockshin LLC.
He is on the Board of Directors at Just Invest Systems, Inc. and Velocity Merger Corp.
Mr. Lockshin was previously employed as a Board Member by Convergent Wealth Advisors LLC, a Co-Founder by Lydian Wealth Management, Inc., a Principal by Legg Mason Wood Walker, Inc., and a Principal by Fortigent LLC.
He also served on the board at Just Invest LLC and Carson Group, Inc.
He received his undergraduate degree from the University of Maryland.
Postes actifs de Steven David Lockshin
| Sociétés | Poste | Début |
|---|---|---|
| VELOCITY MERGER CORP. | Directeur/Membre du Conseil | - |
AdvicePeriod LLC
 AdvicePeriod LLC Investment ManagersFinance AdvicePeriod invests in a tax-efficient and low-cost manner that balances risk and return based on the client’s goals. The firm allocates client assets to passive or quasi-passive (tax enhanced) strategies utilizing publicly traded securities such as ETFs and mutual funds, or one or more portfolios of liquid securities that are professionally managed. | Directeur Général | 01/01/2013 |
Just Invest Systems, Inc.
 Just Invest Systems, Inc. Packaged SoftwareTechnology Services Develops advisor investment tools | Directeur/Membre du Conseil | 01/01/2019 |
Steve Lockshin LLC | Corporate Officer/Principal | - |
OpenAdvisor Technologies, Inc.
 OpenAdvisor Technologies, Inc. Packaged SoftwareTechnology Services Develops wealth and estate intelligence platform | Fondateur | 01/01/2019 |
Anciens postes connus de Steven David Lockshin
| Sociétés | Poste | Fin |
|---|---|---|
Vanguard Personalized Indexing Management LLC
 Vanguard Personalized Indexing Management LLC Investment ManagersFinance VPIM specializes in delivering institutional quality investment processes and expertise in tailoring custom portfolios that are unique to, and reflective of, each investor. The firm employs asset allocation, broad market exposure, fixed income strategy and tax optimization strategies in the management of client portfolios. SRI/ESG investment strategies are offered optionally to those clients interested in them. | Directeur/Membre du Conseil | 01/01/2022 |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Fondateur | 01/10/2016 |
Legg Mason Wood Walker, Inc.
 Legg Mason Wood Walker, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/1988 |
Lydian Wealth Management, Inc.
 Lydian Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Fondateur | - |
| ░░░░░░ ░░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | - |
Formation de Steven David Lockshin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
67
Relations au 1er degré
12
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
Legg Mason Wood Walker, Inc.
Legg Mason Wood Walker, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Lydian Wealth Management, Inc.
Lydian Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Finance |
Fortigent LLC
 Fortigent LLC Investment ManagersFinance Provides wealth management solutions and consulting services to independent advisors | Finance |
AdvicePeriod LLC
AdvicePeriod LLC Investment ManagersFinance AdvicePeriod invests in a tax-efficient and low-cost manner that balances risk and return based on the client’s goals. The firm allocates client assets to passive or quasi-passive (tax enhanced) strategies utilizing publicly traded securities such as ETFs and mutual funds, or one or more portfolios of liquid securities that are professionally managed. | Finance |
Carson Group, Inc.
 Carson Group, Inc. Investment ManagersFinance Provides financial advisory services | Finance |
Just Invest Systems, Inc.
Just Invest Systems, Inc. Packaged SoftwareTechnology Services Develops advisor investment tools | Technology Services |
Vanguard Personalized Indexing Management LLC
Vanguard Personalized Indexing Management LLC Investment ManagersFinance VPIM specializes in delivering institutional quality investment processes and expertise in tailoring custom portfolios that are unique to, and reflective of, each investor. The firm employs asset allocation, broad market exposure, fixed income strategy and tax optimization strategies in the management of client portfolios. SRI/ESG investment strategies are offered optionally to those clients interested in them. | Finance |
Velocity Merger Corp.
 Velocity Merger Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Steve Lockshin LLC | |
OpenAdvisor Technologies, Inc.
OpenAdvisor Technologies, Inc. Packaged SoftwareTechnology Services Develops wealth and estate intelligence platform | Technology Services |
