Bionic Advisor, FinTech Investor, Industry veteran focused on creating a marketplace of true fiduciary advisors.
Joined January 2011
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Steve Lockshin retweeted
Congrats to @cshapiro, @sophiebakalar, and the entire @collabfund team!
>20X multiple on invested capital realized 🤯 In this challenging venture landscape, their recent sizable distribution to the @GoldhirshFdn further sets them apart in all of the best ways.
Doing well and doing good ftw!
One more example of why we're so happy to be longtime investors.
What a great offsite with the Vanilla team! We are hiring, too! lnkd.in/erAghu_u
One of my favorite people, Bob Oros, talking about one of my favorite topics! lnkd.in/gkV2PvTM
Always appreciate a @MichaelKitces shoutout. The need for #estate_advisory extends beyond UHNW clients. Regardless of a client's income, advisors are in an ideal position to guide clients regarding their holistic estate plans (supported by attorneys).…lnkd.in/g6MTmUpy
The time is now for estate planning! Advisors should take action before the exemption limits sunset. Vanilla software can simplify this process. lnkd.in/gBtaXnsv
Now Vanilla and Addepar are integrated so advisors can better serve their clients when it comes to their estate planning. It’s time for investment advisors to become Estate Advisors. #estateadvisor lnkd.in/gDgAWFUK
For clients with taxable estates, waiting until 2025 to estate plan may prove to be too late. lnkd.in/ghSSTT4F
I always enjoying talking with Bob Oros !!! lnkd.in/g9sAEJgF
Investment Advisors must become Estate Advisors if they want to serve wealthy clients. WealthManagement.com #estateplanning lnkd.in/gjNnk2_k
Join me on May 16th as we unveil the new Vanilla Estate Advisory platform. I'm looking forward to a great conversation with Bob Oros, CEO of Hightower, on the changing role of advisors in estate planning and how tech can help. See how Vanilla works h…lnkd.in/g3ae5jhW
Estate Planning with Real Estate. Arielle Buss Lederman and Heather Casteel collaborated to compose this well-crafted summary regarding planning with real estate. #estateplanning lnkd.in/g7YvUFSV
Vanilla has launched new features to reinvent further how advisors work with their clients' estate plans. lnkd.in/gvRH5tAD
Estate Values Today and [now] In The Future. Vanilla adds another impressive feature to its estate planning with future projections. Read more here rb.gy/3a01u #estateplanning #estateplan #financialplanning lnkd.in/e_kYDgDB
When we created Vanilla, we knew that great design would help set us apart — especially when dealing with the complex subject of estate planning. Today, we launched a refreshed brand and website that stays true to our roots in thoughtful design and reflec…lnkd.in/enjVrZ2n
I couldn't be prouder of the Vanilla team. Looking forward to helping advisors transform their client service by enabling them to deliver smart and dynamic #estateplanning solutions. lnkd.in/guPbCr9u
Vanilla is hosting The Estate Planning Playbook, hosted by me and Arielle Buss Lederman. We plan to outline what works for our AdvicePeriod clientele and our team. lnkd.in/gkGA2fjx
Gavin was truly one of the good guys. He will be greatly missed as a person and as colleague. – at Los Cabos, Baja California Sur
Venrock's @NickBeim interviewed me about the Innovation Frontier of Wealth Management, where we discussed Vanilla and the history of AdvicePeriod. You can listen here shorturl.at/tuXZ7 lnkd.in/gNys7nCv
PATH and Shadi Bakour are out saving our planet every day! Nice work. lnkd.in/gHxiHm6J