Steve Lockshin

Steve Lockshin is the Founder & Non-Executive Chairman of Vanilla, where Steve is modernizing estate planning through technology. Additionally, Steve is the Founder of AdvicePeriod, a brand utilized by Mariner, LLC offering investment advisory services. Steve is also a Board Member at PATHWATER, a Member of the Chief Executives Organization and the Young Presidents' Organization. With a Bachelor of Science degree in Technology & Management from the University of Maryland, Steve has served in various advisory, board member, and investor roles in companies such as Just Invest, LLC, Carson Wealth Management Group, MasonPay, Advizr, and Quovo, focusing on data science for financial service organizations.