Steve Lockshin

Experience and education

Steve Lockshin is a Principal at Mariner, bringing more than three decades of experience advising ultra-high-net-worth clients. His career has been defined by a focus on innovation, transparency and an unwavering commitment to client-centered service.

He co-founded AdvicePeriod to reimagine wealth management through technology and fiduciary alignment. In 2021, AdvicePeriod joined Mariner, uniting around a shared vision of a client-aligned, tech-enabled advisory firm built for the modern age.

Before AdvicePeriod, Steve founded Convergent Wealth Advisors in 1994 and led it as Chairman, growing it into a large independent RIA. Earlier, he founded CMS Reporting (now Fortigent, LLC), a leading provider of outsourced wealth management solutions later acquired by LPL Financial Holdings, Inc. (NASDAQ: LPLA).

A serial innovator, Steve also co-founded Vanilla, an estate advisory platform, and is known  for his forward-thinking approach to wealth management and deep estate-planning expertise. A vocal advocate for transparency and fiduciary standards, he authored Get Wise to Your Advisor (John Wiley & Sons, 2013) to help investors understand and avoid conflicts of interest in financial services.

Throughout his career, Steve has remained dedicated to improving the client experience through smarter systems, objective advice and a holistic approach to wealth management. In his role with Mariner, he serves as a senior advisor and thought leader, helping shape the firm’s innovation and client experience efforts. He provides these services as an independent contractor through his loan-out corporation, reflecting a shared commitment to building the integrated, fiduciary financial services firm of the future.

Personal interests

Steve has been a member of the Young Presidents’ Organization (YPO) since 1998 and is an accomplished pilot, having advanced from private pilot certification to corporate jet pilot in under three years.