Steven Lockshin

Director/Board Member at VELOCITY MERGER CORP.

Finance

Technology Services

Consumer Services

Profile

Steven David Lockshin is the founder of Lydian Wealth Management, Inc., founded in 1994.
Mr. Lockshin is the founder of Convergent Wealth Advisors LLC, founded in 1994, and served as Board Member from 2012 to 2016.
Mr. Lockshin is the founder of AdvicePeriod LLC, founded in 2013, and serves as Principal since 2013.
Mr. Lockshin is the founder of Vanilla Technologies, Inc. (California), founded in 2019, and serves as Chairman since 2019.
Mr. Lockshin is also the founder of Fortigent LLC..
Mr. Lockshin is currently Director at Just Invest Systems, Inc. since 2019.
Mr. Lockshin is currently Independent Director at Velocity Merger Corp.
Mr. Lockshin is currently Principal at Steve Lockshin LLC.
Formerly, Mr. Lockshin was Director at Carson Group, Inc. Mr. Lockshin was Director at Vanguard Personalized Indexing Management LLC from 2019 to 2022.
Mr. Lockshin was Principal at Legg Mason Wood Walker, Inc. in 1988.
Mr. Lockshin completed undergraduate education at the University of Maryland.

Steven Lockshin active positions

Companies	Position	Start
VELOCITY MERGER CORP.	Director/Board Member	-
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.	Chief Executive Officer	2012-12-31
Just Invest Systems, Inc. Just Invest Systems, Inc. Packaged SoftwareTechnology Services Develops advisor investment tools	Director/Board Member	2018-12-31
Steve Lockshin LLC	Corporate Officer/Principal	-
OpenAdvisor Technologies, Inc. OpenAdvisor Technologies, Inc. Packaged SoftwareTechnology Services Operates as an AI-powered estate planning platform	Founder	2018-12-31

All active positions of Steven Lockshin

Former positions of Steven Lockshin

Companies	Position	End
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.	Director/Board Member	2021-12-31
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.	Founder	2016-09-30
Legg Mason Wood Walker, Inc. Legg Mason Wood Walker, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	1987-12-31
Lydian Wealth Management, Inc. Lydian Wealth Management, Inc. Investment ManagersFinance Provides investment advice	Founder	-
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Linked companies

Private companies	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 wealth advisory and asset management 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 Operates as an AI-powered estate planning platform	Technology Services