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Steven David Lockshin
Direktor/Vorstandsmitglied bei VELOCITY MERGER CORP.
Ursprung des Netzwerks ersten Grades von Steven David Lockshin
Einheit | Art der Einheit | Industrie | |
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Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors.
59
| Extinct | Investment Managers | 59 |
Private Company | Financial Conglomerates | 8 | |
AdvicePeriod LLC
![]() AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities.
7
| Subsidiary | Investment Managers | 7 |
OpenAdvisor Technologies, Inc.
![]() OpenAdvisor Technologies, Inc. Packaged SoftwareTechnology Services OpenAdvisor Technologies, Inc. is the creator of Vanilla, an estate planning and wealth management software designed for financial advisors. The company is based in Los Angeles, CA. Vanilla enables advisors to provide more value to their clients and attract new prospects without requiring any specialized expertise. The company was founded in 2019 by Steven David Lockshin and David Hauser. Gene M. Farrell has been the CEO of the company since 2022.
7
| Holding Company | Packaged Software | 7 |
Legg Mason Wood Walker, Inc.
6
| Extinct | Investment Banks/Brokers | 6 |
Just Invest Systems, Inc.
![]() Just Invest Systems, Inc. Packaged SoftwareTechnology Services Just Invest Systems, Inc. engages in the provision of investment solutions to investment advisers. Its solutions include Panorama and Kaleidosope. The company was founded by Alan Cummings, Jonathan Hudacko, and Vijay Rao in 2016 and is headquartered in Oakland, CA.
3
| Subsidiary | Packaged Software | 3 |
Vanguard Personalized Indexing Management LLC
![]() Vanguard Personalized Indexing Management LLC Investment ManagersFinance Vanguard Personalized Indexing Management LLC (VPIM) is a registered investment advisor headquartered in Oakland, California. The firm was founded by Jonathan Hudacko, Vijay Rao and Alan Cummings in 2016 as Just Invest LLC and became Vanguard Personalized Indexing Management LLC in 2022. It is a subsidiary of Just Invest Systems, Inc., ultimately held by The Vanguard Group, Inc. VPIM provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals, families, family offices and small endowments and foundations.
2
| Subsidiary | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Steven David Lockshin
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Graduate Degree Graduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
LVW Advisors LLC
![]() LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Investment Managers | Chief Executive Officer Founder Analyst-Equity Analyst-Equity Analyst-Equity | |
The Pennsylvania State University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Corporate Officer/Principal Graduate Degree Masters Business Admin | |
Pathstone Family Office LLC
![]() Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Investment Managers | Investment Committee Member Analyst-Equity Analyst-Equity Analyst-Equity | |
University of Virginia | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Tarsadia Enterprises LLC | President General Counsel Director of Finance/CFO | ||
The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Pepperdine University | College/University | Graduate Degree Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree Graduate Degree | |
Tiedemann Advisors LLC
![]() Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Loyola University Maryland, Inc. | College/University | Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Masters Business Admin | |
Venrock Associates
![]() Venrock Associates Investment ManagersFinance Venrock Associates is an Independent Venture Capital firm founded in 1969. The firm is headquartered in Palo Alto. | Investment Managers | Private Equity Investor Consultant / Advisor | |
Altruist Corp.
![]() Altruist Corp. Packaged SoftwareTechnology Services Altruist Corp. engages in the operations of a digital investment platform that helps financial advisors. It provides management and advisory services . The company was founded by Jason Wenk on September 10, 2018 and is headquartered in Venice, CA. | Packaged Software | Director/Board Member Director/Board Member | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
Rochester Institute of Technology
![]() Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Masters Business Admin Masters Business Admin | |
The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
University of Oregon | College/University | Undergraduate Degree Undergraduate Degree | |
University of Baltimore | College/University | Graduate Degree Graduate Degree | |
University of California, Berkeley | College/University | Doctorate Degree Undergraduate Degree | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | President Corporate Officer/Principal | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Jefferson National Financial Corp.
![]() Jefferson National Financial Corp. Insurance Brokers/ServicesFinance Jefferson National Financial Corp. provides annuity products and services. It offers its products and services through its subsidiaries. The company was founded on May 17, 2006 and is headquartered in Louisville, KY. | Insurance Brokers/Services | Chief Executive Officer President | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
PIONEER MERGER CORP. | Financial Conglomerates | Director/Board Member Chairman | |
Modern Bank, NA (New York)
![]() Modern Bank, NA (New York) Regional BanksFinance Modern Bank NA operates as a commercial wholesale bank that provides financing and banking solutions. It offers commercial and industrial lending, commercial real estate, and private client services. The company was founded by Bippy M. Siegal in 2006 and is headquartered in New York, NY. | Regional Banks | Director/Board Member Director/Board Member | |
E*TRADE Bank
![]() E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA. | Regional Banks | Chairman Chief Operating Officer | |
University of California, Los Angeles | College/University | Graduate Degree Undergraduate Degree | |
Jefferson National Life Insurance Co.
![]() Jefferson National Life Insurance Co. Life/Health InsuranceFinance Jefferson National Life Insurance Co. provides life insurance and long-term investment products. Its solutions for fee based advisors include fixed and retirement income, asset allocation, wealth transfer and managed volatility. The company was founded in 1937 and is headquartered in New York, NY. | Life/Health Insurance | Chief Executive Officer President | |
Goizueta Business School-Emory | College/University | Masters Business Admin Masters Business Admin | |
Yamba Malawi
![]() Yamba Malawi Investment Trusts/Mutual FundsMiscellaneous Yamba Malawi provides crowd funding services for children's education, health, poverty, and food. The non-profit company is based in Malawi. | Investment Trusts/Mutual Funds | Director/Board Member | |
Trail Mix Ventures LLC
![]() Trail Mix Ventures LLC Investment ManagersFinance Trail Mix Ventures LLC (Trail Mix Ventures) is a venture capital firm founded in 2016 by Soraya Darabi and Marina Hadjipateras. The firm is headquartered in New York. | Investment Managers | Founder | |
The Nature Conservancy of New York
![]() The Nature Conservancy of New York Miscellaneous Commercial ServicesCommercial Services The Nature Conservancy of New York engages in the nature conservation services. It offers comprehensive programs for fresh water, oceans, and cities. The company is headquartered in Albany, NY. | Miscellaneous Commercial Services | Director/Board Member | |
CHENIERE ENERGY, INC. | Oil & Gas Pipelines | Director/Board Member | |
Parsley Medical PLLC
![]() Parsley Medical PLLC Medical/Nursing ServicesHealth Services Parsley Medical PLLC operates a as groundbreaking, data driven new medical practice that offers comprehensive, personalized healthcare as a unique annual membership. Its specialities include supplements, medical care, personalized health plans, health coaching and in depth lab testing. The company was founded by Robin Berzin and Soraya Darabi in 2015 and is headquartered in New York, NY. | Medical/Nursing Services | Founder | |
Financial Insight Systems, Inc.
![]() Financial Insight Systems, Inc. Information Technology ServicesTechnology Services Part of EDGAR Online, Inc., Financial Insight Systems, Inc. develops Internet-based financial and business system solutions. The company is based in Rockville, MD. The company was founded by Albert E. Girod. Financial Insight Systems was acquired by EDGAR Online, Inc. on October 31, 2000 for $27.11 million. | Information Technology Services | Founder |
Statistik
International
Vereinigte Staaten | 51 |
Sektoral
Consumer Services | 26 |
Finance | 18 |
Technology Services | 3 |
Commercial Services | 3 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 141 |
Director/Board Member | 133 |
Undergraduate Degree | 79 |
Portfolio Manager-Equities | 38 |
Chief Executive Officer | 37 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Bill McNabb | 35 |
Nicholas Beim | 28 |
Jonathan Rosenbaum | 27 |
Mitchell Caplan | 26 |
A. Perfall | 24 |
Jonathan Christodoro | 24 |
William Ramsey | 15 |
Frances Frei | 12 |
Rodd Macklin | 11 |
Soraya Darabi | 10 |
Robert Lee Thornton | 10 |
Ronald Gerard Albahary | 10 |
Lori Ann van Dusen | 9 |
Douglas Lawrence Wolford | 9 |
Laurence P. Greenberg | 8 |
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