About Steve Lockshin
As the company's founder, Steve Lockshin leads Convergent Wealth Advisors in its efforts to deliver a differentiated offering to ultra affluent individuals and institutions. Under his leadership since 1994, Convergent has become one of the nation’s leading wealth management firms, providing investors with objective advice, flexible investment solutions, and complete transparency.
Recognized as a thought leader in the wealth management industry, Steve helped to pioneer the open architecture approach to investing. He was also an early adopter of asset allocation strategies for the ultra-high net worth client, employing a mathematical process to determine appropriate client portfolios based on cash flow needs. Through Steve’s leadership, Convergent was an innovator in the use and analysis of risk and reward parameters for alternative portfolios, equity risk management for concentrated portfolio holdings, and other strategies now employed industry-wide. Steve's focus remains on building the company through client service and innovative investment offerings.
Before 2008 set a new benchmark for difficult years in the investment advisory business, I used to say that 1998 was my most difficult year in the business. The S&P 500 returned 28.58% in 1998, on the heels of 33.36%, … Continue reading →
