AUTHOR

Steven D. Lockshin

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Recognized as a thought leader in the wealth management industry, Steve helped 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. With Steve’s oversight Convergent Wealth Advisors became 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 has received many industry accolades, including being ranked by Barron’s as the #1 advisor in California for the past two consecutive years. Steve ranked #2 on the Barron’s Top 100 Financial Advisors list in 2013, his third straight year as one of the top ten advisors in the nation. In 2010, Washingtonian magazine named Steve as one of the Top Financial Advisors in the Washington, DC area. Steve is a champion for the fiduciary standard and recently wrote the book, “Get Wise to Your Advisor,” due to be published by John Wiley & Sons in September 2013. In 1995, as part of the development of Convergent Wealth Advisors, Steve founded CMS Reporting. CMS Reporting is now known as Fortigent, LLC, a leading provider of outsourced wealth management solutions with $50 billion in assets on its platform.
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