Steve Lockshin

Steve Lockshin is a seasoned entrepreneur and leader in the financial services and technology sectors, serving as Founder and Chairman of Vanilla since April 2019, where the focus is on modernizing estate planning through technology. As the Founder of AdvicePeriod since February 2014, Steve has contributed to investment advisory services. Lockshin is also a board member at PATHWATER and has held advisory and board roles at various organizations, including Just Invest, LLC, Carson Wealth Management Group, MasonPay, and Advizr. Additionally, involvement with professional organizations such as the Chief Executives Organization and the Young Presidents' Organization highlights Steve's extensive network and commitment to leadership in the industry. Steve Lockshin earned a Bachelor of Science in Technology & Management from the University of Maryland between 1985 and 1988.