Steve Lockshin (original) (raw)
Steve Lockshin is an entrepreneur and financial advisor, focusing on ultra high-net-worth clients. He is a founder of a number of companies, such as Fortigent (formerly Convergent Wealth Advisors and CMS Financial Services) in 1994, Advizent in 2012 (which shut down a year later), and in 2013 (which was named "Best Wealth Planning Firm" at Family Wealth Report Awards 2019). He is an early investor in a number of fintech firms, such as Betterment, Quovo, Wealthbox, and Advizr.
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| dbo:abstract | Steve Lockshin is an entrepreneur and financial advisor, focusing on ultra high-net-worth clients. He is a founder of a number of companies, such as Fortigent (formerly Convergent Wealth Advisors and CMS Financial Services) in 1994, Advizent in 2012 (which shut down a year later), and in 2013 (which was named "Best Wealth Planning Firm" at Family Wealth Report Awards 2019). He is an early investor in a number of fintech firms, such as Betterment, Quovo, Wealthbox, and Advizr. He has appeared widely in the finance and business press, and at conferences in the financial services and fintech industries. He has served on CNBC's Digital Financial Advisor Council. (en) |
| dbo:wikiPageExternalLink | http://www.lockshin.com https://www.adviceperiod.com |
| dbo:wikiPageID | 61600353 (xsd:integer) |
| dbo:wikiPageLength | 19737 (xsd:nonNegativeInteger) |
| dbo:wikiPageRevisionID | 1121225835 (xsd:integer) |
| dbo:wikiPageWikiLink | dbr:Tax_planning dbr:Barron's_(newspaper) dbr:Betterment_(company) dbr:Registered_Investment_Adviser dbc:Living_people dbc:Year_of_birth_missing_(living_people) dbr:Estate_planning dbr:CNBC dbr:AI dbr:Fortigent dbr:Broker-dealer dbc:Financial_planners dbc:American_investors dbc:Financial_technology_companies dbr:Fiduciary dbr:Kodak dbr:Fintech dbr:Ultra_high-net-worth_individual dbr:Active_investing dbr:Advice_Period |
| dct:subject | dbc:Living_people dbc:Year_of_birth_missing_(living_people) dbc:Financial_planners dbc:American_investors dbc:Financial_technology_companies |
| rdfs:comment | Steve Lockshin is an entrepreneur and financial advisor, focusing on ultra high-net-worth clients. He is a founder of a number of companies, such as Fortigent (formerly Convergent Wealth Advisors and CMS Financial Services) in 1994, Advizent in 2012 (which shut down a year later), and in 2013 (which was named "Best Wealth Planning Firm" at Family Wealth Report Awards 2019). He is an early investor in a number of fintech firms, such as Betterment, Quovo, Wealthbox, and Advizr. (en) |
| rdfs:label | Steve Lockshin (en) |
| owl:sameAs | wikidata:Steve Lockshin https://global.dbpedia.org/id/AiJvr |
| prov:wasDerivedFrom | wikipedia-en:Steve_Lockshin?oldid=1121225835&ns=0 |
| foaf:isPrimaryTopicOf | wikipedia-en:Steve_Lockshin |
| is dbo:keyPerson of | dbr:Fortigent |
| is dbo:wikiPageWikiLink of | dbr:Lokshin dbr:Fortigent |
| is foaf:primaryTopic of | wikipedia-en:Steve_Lockshin |