Steven Lockshin Overview

  • Investor Type
  • Angel
  • Investments
  • 3
  • Portfolio
  • 1
  • Exits
  • 2
Exits

Steven Lockshin General Information

Description

Mr. Steven Lockshin is an Angel Investor. He was the Founder of Convergent Wealth Advisors. He serves as Board Member at Just Invest. He served as Chairman and Chief Executive Officer of the company. In 1995, as part of the development of Convergent Wealth Advisors, Steve founded CMS Reporting. CMS Reporting is now known as Fortigent. He previously served as a partner at Meltzer & Associates, a nationally recognized firm providing services in insurance, estate planning, and executive compensation. Prior to joining Meltzer, he worked with Legg Mason Wood Walker in various business units, including an extended period in the municipal bond department. Mr. Steve earned a Bachelor of Science degree from the University of Maryland. He holds the Certified Investment Management AnalystSM designation administered by the Investment Management Consultants AssociationSM. He also holds the Investment Strategist Certificate (ISC), as well as the Financial Industry Regulatory Authority (FINRA) Series 65 license. Mr. Steve previously served as a partner at Meltzer & Associates, a nationally recognized firm providing services in insurance, estate planning, and executive compensation. Prior to joining Meltzer, he worked with Legg Mason Wood Walker in various business units, including an extended period in the municipal bond department.

Contact Information

Primary Investor Type
Angel (individual)
Primary Office
  • 12505 Park Potomac Avenue
  • Suite 400
  • Potomac, MD 20854
  • United States
+1 (301) 000-0000

Steven Lockshin Investments (3)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
FA Match 03-Dec-2020 Seed Round 000 Human Capital Services Generating Revenue 000000 00000000
000000 30-Oct-2019 00000 00000 0000 Recreational Goods Generating Revenue 000000 00000000
000000 05-Jun-2017 00000 00000 00.000 Financial Software Generating Revenue 000000 00000000
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Steven Lockshin Exits (2)

Company Name Exit Date Exit Type Exit Size
Mirror 07-Jul-2020 Merger/Acquisition 00000
000000 11-Jul-2019 000000000000000000 0000
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Steven Lockshin Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Steven Lockshin Team (1)

Name Title Deals Funds Boards Office
Steven Lockshin Angel Investor 0 0 Potomac, MD
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Steven Lockshin Co-Investors (21)

Name With Exits Lead Partner Series Industry
Franklin Templeton 1 0 0 Series chart Industry bar
IA Capital Group 0 0 0 Series chart Industry bar
Lerer Hippeau Ventures 0 0 0 Series chart Industry bar
Lululemon Athletica 0 0 0 Series chart Industry bar
Spark Capital 0 0 0 Series chart Industry bar
You’re viewing 5 of 21 co-investors. Get the full list »