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Steve Lockshin
Principal at AdvicePeriod


Steve Lockshin is an entrepreneur in the wealth advisory industry. He founded Convergent Wealth Advisors (formerly CMS Financial Services) and was CEO for 18 years, and then chairman. The company became one of the largest wealth advisory firms in the industry, perennially recognized as a top RIA to the ultra-affluent. Lockshin has frequently been ranked No. 1 by Barron’s in its state and national rankings. In 1995, while developing what became Convergent, he founded CMS Reporting, now known as Fortigent, a leading provider of outsourced wealth management and reporting solutions. In September 2013, Lockshin’s book “Get Wise to Your Advisor” was published, offering investors insights on how to find a capable, “true fiduciary” advisor.

Agenda Sessions

  • Wealth/Stack Presents: Technology & Its Influence on RIAs


Speakers at this event