Hire Steve to Speak

Steve Gresham has been a popular keynote speaker at wealth management events around the world for more than 30 years. He is now working with several topics including The Future of Financial Advice, The Financial Advisor as a Leader, Leading Organizational Transformation and The Long Awaited Convergence of Health and Wealth. 

 

Fees are negotiable based on customization and proximity to the Greater New York City area $5000-$15,000.  Leadership workshops may include other professionals as well. Agents and bureaus are protected. 

Head of Managed Accounts and Fund Marketing, Advest, Inc.
1987-1991

Head of Financial Services Group, Weiss, Peck and Greer, LLC
1994-97

Launched Merrill Lynch Private Wealth
1999

1998

Head of Sales & Marketing, Systematic Financial Management
1991-94

 

Launched The Tomorrow Funds Group

1995

 

The Managed Account Handbook

2001

2005

2008

2013

Advisor for Life

2007

 

Brown University School of Public Policy

2008-2016

The New Advisor for Life

2011

Pioneer Award - Money Management Institute

2013

Mutual Fund Marketer of the Year
2006

 

Virtus Investment Partners successful turnaround and spinoff

2008

Fidelity Investments Relationship Strategy - doubled AUA & Client HHs

2009-2016

SIFMA Private Client Services committee

2011-2017

2015

Telly Award for The Family Conversation

2015

Fidelity Private Wealth Management

2016

 

The Future of Financial Advice - Investment News

2019

Wealthmanagement.com Award for Whealthcare Planning

2019

Fidelity Executive Services

2016

Fidelity Personal Investing doubles to $1 trillion & 1.6 million eligible HHs

       Whealthcare Planning Investment News Innovation Award
  2019

EquiFi.com Innovation in Home Equity
 2019

2019

© 2020, The Gresham Company, LLC