Bionic Advisor, FinTech Investor, Industry veteran focused on creating a marketplace of true fiduciary advisors.
Joined January 2011
- Tweets 2,619
- Following 317
- Followers 1,703
- Likes 332
64 Photos and videos
Steve Lockshin retweeted
27 Feb 2024
Congrats to @cshapiro, @sophiebakalar, and the entire @collabfund team!
>20X multiple on invested capital realized 🤯 In this challenging venture landscape, their recent sizable distribution to the @GoldhirshFdn further sets them apart in all of the best ways.
Doing well and doing good ftw!
One more example of why we're so happy to be longtime investors.
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6 Jun 2023
One of my favorite people, Bob Oros, talking about one of my favorite topics! lnkd.in/gkV2PvTM
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6 Jun 2023
Always appreciate a @MichaelKitces shoutout. The need for #estate_advisory extends beyond UHNW clients. Regardless of a client's income, advisors are in an ideal position to guide clients regarding their holistic estate plans (supported by attorneys).…lnkd.in/g6MTmUpy
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27 May 2023
The time is now for estate planning! Advisors should take action before the exemption limits sunset. Vanilla software can simplify this process. lnkd.in/gBtaXnsv
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24 May 2023
Now Vanilla and Addepar are integrated so advisors can better serve their clients when it comes to their estate planning. It’s time for investment advisors to become Estate Advisors. #estateadvisor lnkd.in/gDgAWFUK
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23 May 2023
For clients with taxable estates, waiting until 2025 to estate plan may prove to be too late. lnkd.in/ghSSTT4F
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17 May 2023
Investment Advisors must become Estate Advisors if they want to serve wealthy clients. WealthManagement.com #estateplanning lnkd.in/gjNnk2_k
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10 May 2023
Join me on May 16th as we unveil the new Vanilla Estate Advisory platform. I'm looking forward to a great conversation with Bob Oros, CEO of Hightower, on the changing role of advisors in estate planning and how tech can help. See how Vanilla works h…lnkd.in/g3ae5jhW
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2 May 2023
Estate Planning with Real Estate. Arielle Buss Lederman and Heather Casteel collaborated to compose this well-crafted summary regarding planning with real estate. #estateplanning lnkd.in/g7YvUFSV
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21 Apr 2023
Vanilla has launched new features to reinvent further how advisors work with their clients' estate plans. lnkd.in/gvRH5tAD
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11 Apr 2023
Estate Values Today and [now] In The Future. Vanilla adds another impressive feature to its estate planning with future projections. Read more here rb.gy/3a01u #estateplanning #estateplan #financialplanning lnkd.in/e_kYDgDB
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4 Apr 2023
When we created Vanilla, we knew that great design would help set us apart — especially when dealing with the complex subject of estate planning. Today, we launched a refreshed brand and website that stays true to our roots in thoughtful design and reflec…lnkd.in/enjVrZ2n
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25 Feb 2023
I couldn't be prouder of the Vanilla team. Looking forward to helping advisors transform their client service by enabling them to deliver smart and dynamic #estateplanning solutions. lnkd.in/guPbCr9u
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14 Feb 2023
Vanilla is hosting The Estate Planning Playbook, hosted by me and Arielle Buss Lederman. We plan to outline what works for our AdvicePeriod clientele and our team. lnkd.in/gkGA2fjx
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31 Jan 2023
Gavin was truly one of the good guys. He will be greatly missed as a person and as colleague.
31 Jan 2023
Hi, this is Gavin’s family and we sadly need to let you know that after a short illness that he battled bravely, he passed on January 30, 2023. Gavin wanted all his friends, family and colleagues to know he died at peace without any regrets.
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21 Jan 2023
Venrock's @NickBeim interviewed me about the Innovation Frontier of Wealth Management, where we discussed Vanilla and the history of AdvicePeriod. You can listen here shorturl.at/tuXZ7 lnkd.in/gNys7nCv
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11 Jan 2023
PATH and Shadi Bakour are out saving our planet every day! Nice work. lnkd.in/gHxiHm6J
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