Steve Gresham

Steve Gresham

Leading Voice in Investing and Financial Management

Speaker Fee Details
Travels From
New York, NY, US
About Steve Gresham

Steve Gresham is executive vice president and director of retail markets for Phoenix Investment Partners, Ltd., a $42 billion asset-management division of The Phoenix Companies, Inc.(NYSE - PNX). He is also senior vice president - asset management distribution, for The Phoenix Companies, Inc. He was recently named Fund Marketer of the Year for 2006 by Fund Action/Institutional Investor.

Prior to joining Phoenix in July 2001, he managed his own wealth-management consulting firm -- The Gresham ...

A good coach can help even the best players reach their potential. As a financial advisor you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help, he has the tactics to help you build a winning team.

Mike Krzyzewski - Duke Basketball

Steve has established himself as a valuable resource to the financial services industry. His keen insights into the marketing of products and services offered by financial service professionals have made him a sought- after speaker and consultant.

Bud Elsea, Director of Education - Financial Planning Association

There is no one in this industry who understands the psychology of the affluent investor better than Steve Gresham. Steve's book will help any financial advisor understand the important protocol of attracting and retaining assets of the affluent investor.

Frank Campanale, President and Chief Executive Officer - Consulting Group Salomon Smith Barney

We value his insights and find his candor refreshing. He sees the financial world from a unique perspective--he knows both the client and the advisor.

John Philip Coghlan, Vice Chairman - Charles Schwab

Gresham is an expert on today's affluent client. The book is packed with unique insights and actionable advice on how to better serve this complex and growing market by becoming a true wealth manager.

Michael J. Cemo, President - AIM Distributors, Inc.

Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book.

Ken Dychtwald, Ph.D. - Age
6 speaker reviews for Steve Gresham View All

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