Steve Lockshin's self-funded Vanilla gets Rockefeller VC funding after it shows it can tidy up an RIA client and put her or him in a Zoom room with an estate lawyer
The serial successful RIA entrepreur in Los Angeles is shooting for a real Wall Street/Silicon Valley unicorn success story that starts with bringing in Venrock and Michael Jordan to think big early
Author Brooke Southall September 10, 2021 at 3:24 AM
Jeff Spears
September 10, 2021 — 7:50 PM
Steve is smart AND tenacious. He never gives up:)
Mentioned in this article:
Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
Top Executive: Marty Bicknell
