Steve Gresham Speaking Fee, Schedule, Bio & Contact Details

Steve Gresham

Wealth Management Executive and Whealthtech Investor

Profile Links

Fee Range

$12,500

Travels From

New York, NY, US

Steve Gresham

Biography

Steve Gresham is a longtime consultant, executive and investor in the wealth management industry. During his 38 year career he has led several successful transformations, most recently as Executive Vice President and Head of the Private Client Group at Fidelity Investments, serving more than 9 million families with $1.6 trillion of assets. During his tenure, the Private Client Group more than doubled in size and the client satisfaction score rose from 8 to 63. He joined Fidelity in October 2008 after seven years helping to lead the turnaround of The Phoenix Companies and its successful asset management spinoff, Virtus Investment Partners (NYSE -VRTS).

Successful transformation requires innovation and leadership. Steve received a 2015 Telly Award for innovation in financial services marketing, was recognized with the 2013 Pioneer Award for lifetime industry contributions from the Money Management Institute and was named Mutual Fund Marketer of the Year in March 2006 by Institutional Investor/Fund Action. He has led successful efforts as an executive or consultant at Merrill Lynch Private Wealth International, the Smith Barney Consulting Group, The Citigroup Private Bank, The Charles Schwab Company, Merrill Lynch Canada, the AGF Funds and AIM. He was co-chair of the Private Client Services Committee at the Securities Industry and Financial Markets Association and was a longtime director of The Money Management Institute.

Steve's thought leadership includes eight years as adjunct lecturer in international and public affairs at the Taubman Center for Public Policy at Brown University and as co-chair of Brown's "As America Ages" initiative. He has appeared on CNN, PBS, USA Network and Bloomberg Radio and Television. He has published more than 100 articles about wealth management and has been featured in Business Week, Fortune, Investment News and The New York Times. He is the author of five books about wealth management, including The New Advisor for Life (John Wiley & Sons, 2011).

Mr. Gresham is a graduate of Brown University.

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.

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.

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.

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.

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.

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.

Age Wave.com

Frequently Asked Questions

Quick answers to some of the most common questions about booking Steve Gresham for your event.

How do I book Steve Gresham for my event?

Booking Steve Gresham with Premiere Speakers Bureau is a streamlined 4-step process:

Availability Check: Contact us with your event date and budget to verify if your desired speaker is available.
Hold Date: We place a temporary "hold" on the speaker's calendar while you finalize internal approval.
Contracting: We issue a contract outlining the fee, cancellation policy, and event expectations.
Logistics: Once signed, our event management team handles all travel booking, itinerary, and AV requirements.

Why should I partner with Premiere Speakers Bureau rather than contacting speakers directly?

Partnering with Premiere Speakers Bureau provides a comprehensive safety net for your event that direct booking cannot match. You get the same speaker for the same price, but with a dedicated team with over 30 years of event experience handling contracts, logistics, and are prepared for any emergency. We know what it takes to run an excellent event.

What makes Premiere Speakers Bureau unique compared to other agencies?

Premiere Speakers Bureau distinguishes itself by having over 30 years of experience while partnering with more than 35,000 events. PSB has also built a streamlined, fully online process that makes booking a speaker, handling travel and payments extremely easy for anyone looking to plan a speaker led event.

How does Premiere Speakers Bureau's 'Zero Cost Service' model work?

Premiere Speakers Bureau operates on a 'Zero Cost Service' model for event planners. Our services—including research, booking, and logistics—are always free to the client. The speaker covers our commission from their standard honorarium as payment for our role in marketing and managing their engagements.

How are speaker fees structured, and what is typically included?

A speaker's fee typically covers the keynote presentation, a pre-event planning call, and standard customization. Travel expenses are usually billed separately.

What are the standard policies for speaker travel and expenses?

Travel expenses are negotiated during contracting. We generally recommend a flat travel fee for simplicity, though we also offer line-by-line invoicing when preferred. PSB ensures these expenses adhere to professional standards, and our Event Portal allows for easy tracking and invoicing.

Steve Gresham

Share some basic details about you and your upcoming event, and one of our experts will be in touch with you quickly regarding pricing and availability.