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Steve Gresham

Leading Voice in Investing and Financial Mangement

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 Steve Gresham Biography

Mr. 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.

Prior to joining Phoenix in July 2001, he managed his own wealth-management consulting firm -- The Gresham Company, LLC. Clients included Merrill Lynch International, where he helped develop the Private Wealth advisory program, as well as Schwab Institutional, National Financial, Citibank Private Bank, Prudential Investments, Goldman Sachs and AIM Distributors. He has worked with over 50 domestic and international financial services firms.

He began his career in 1980 as a security analyst and portfolio manager for the US advisor to The Central Group of Canada, Ltd. (ASE – CEF). After building a successful investment advisory practice at Advest, Inc., during 1983-87, he managed Advest’s mutual fund and managed account businesses through 1991, developing some of the industry’s first fee-based accounts, including separately managed accounts, advisor-managed portfolios and non-discretionary, fee-based brokerage. He then returned to Wall Street to lead retail asset management distribution for Systematic Financial Management, Inc. (1991-94) and Weiss, Peck & Greer, LLC (1994-97). In 1995 at WPG, he created and launched The Tomorrow Funds, a lifecycle mutual fund series offering target maturities.

Mr. Gresham is active in industry media having appeared on CNN, CNN fn, Bloomberg Radio and Television, USA Network and PBS, and in Business Week, Fortune and The New York Times. He is the author of The Managed Account Handbook (Connecticut River Press, 2002 and in Japan by Nikko Cordial Advisors, 2006) and Attract and Retain the Affluent Investor (Dearborn Trade, 2001), which have together sold in excess of 20,000 copies. He authored the monthly column, Wealth Manager, for On Wall Street magazine for four years, 2001-2005, and wrote a monthly column, Managed Accounts, for Registered Rep magazine, 2004-2005. He currently authors another Registered Rep monthly column, Retirement Doctor, with his father, retired physician, Dr. Glen E. Gresham. His bylines appear regularly in Investment News. He is currently working a new book, Advisor for Life, scheduled for release in early 2007.

Mr. Gresham serves on the executive council of the board of governors at The Money Management Institute and is a founding board member of The Money Management Institute International. He was formerly a director of The Institute for Certified Investment Management Consultants and a member of the advisory board of the Association for Professional Investment Consultants (APIC). He is an independent director of Chase Investment Counsel Corporation in Charlottesville, VA. Mr. Gresham is a graduate of Brown University.

Speech Topics

Cathing the Retirement Wave: Preparing for Your Practice for the Future

The Baby Boomer generation is heading toward retirement, and the financial needs of these investors are more complex than past generations. Is your firm up to the task of addressing their investment scenarios? In this best practices discussion, Steve Gresham offers tactics to help you prepare for the retirement wave and capture a share of the market. Mr. Gresham, who has more than 25 years of experience working with top financial advisors and financial service providers undergoing significant changes, explains the impact of six critical Baby Boomer retirement trends on key aspects of the advisory practice including investment strategy, staffing, client service and new business development.

Alpha Drivers: A 19 Point Checkup for Your Financial Advisory Practice

Top financial advisors know what services are most valued by their clients. Alpha Drivers identifies three primary forms of advisor added value – Investment Counsel, Wealth Management and Relationship – and reveals specific strategies to deliver that value. Emphasis is on best practices tactics and the use of specific planning tools and practice management tactics. Alpha Drivers has been attended by several thousand financial advisors in the US, Canada and Europe, and was included in the annual top advisor conferences sponsored by Smith Barney, Merrill Lynch, Schwab Institutional, and National Financial.

FAQs
  • HOW TO BOOK Steve Gresham?

    Our booking agents have successfully helped clients around the world secure talent like Steve Gresham for both live and virtual events for over 15 years. The team at All American Entertainment represents and listens to the needs of organizations and corporations seeking to hire keynote speakers, celebrities or entertainers for speaking engagements, personal appearances, product endorsements, or corporate entertainment. Fill out a booking request form for Steve Gresham, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get pricing information and check availability for Steve Gresham or any other celebrity of your choice.
  • HOW MUCH DOES IT COST TO BOOK Steve Gresham?

    Booking fees for Steve Gresham, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. Pricing often varies between live and virtual events. Other factors that can affect speaker fees include the talent's schedule, market conditions, length of presentation, and the location of the event. The live and virtual event speaking fees listed on this website are intended to serve as a guideline only. In some cases, the actual quote may be above or below the stated range. For the most current fee to hire Steve Gresham, please fill out the booking request form or call our office at 1.800.698.2536 to speak with an experienced booking agent.
  • WHO IS THE AGENT FOR Steve Gresham?

    All American Entertainment has successfully secured celebrity talent like Steve Gresham for clients worldwide for more than 15 years. As a full-service talent booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Fill out the booking request form or call our office at 1.800.698.2536, and one of our agents will assist you to book Steve Gresham for your next private or corporate function.
  • WHAT IS A FULL-SERVICE TALENT BOOKING AGENCY?

    All American Speakers is a "buyers agent" and exclusively represents talent buyers, meeting planners and event professionals, who are looking to secure celebrities and speakers for personal appearances, speaking engagements, corporate entertainment, public relations campaigns, commercials, or endorsements. We do not exclusively represent Steve Gresham or claim ourselves as the exclusive booking agency, business manager, publicist, speakers bureau or management for Steve Gresham or any other speaker or celebrity on this website. For more information on how we work and what makes us unique, please read the AAE Advantage.
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This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent, and wish to request removal from this catalog or report an issue with your profile, please click here.

Steve Gresham

Leading Voice in Investing and Financial Mangement

Travels From:
New York, NY, USA
Speaking Fee:
Live Event: Please Contact  
Virtual Event: Please Contact

Steve Gresham Biography

Mr. 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.

Prior to joining Phoenix in July 2001, he managed his own wealth-management consulting firm -- The Gresham Company, LLC. Clients included Merrill Lynch International, where he helped develop the Private Wealth advisory program, as well as Schwab Institutional, National Financial, Citibank Private Bank, Prudential Investments, Goldman Sachs and AIM Distributors. He has worked with over 50 domestic and international financial services firms.

He began his career in 1980 as a security analyst and portfolio manager for the US advisor to The Central Group of Canada, Ltd. (ASE – CEF). After building a successful investment advisory practice at Advest, Inc., during 1983-87, he managed Advest’s mutual fund and managed account businesses through 1991, developing some of the industry’s first fee-based accounts, including separately managed accounts, advisor-managed portfolios and non-discretionary, fee-based brokerage. He then returned to Wall Street to lead retail asset management distribution for Systematic Financial Management, Inc. (1991-94) and Weiss, Peck & Greer, LLC (1994-97). In 1995 at WPG, he created and launched The Tomorrow Funds, a lifecycle mutual fund series offering target maturities.

Mr. Gresham is active in industry media having appeared on CNN, CNN fn, Bloomberg Radio and Television, USA Network and PBS, and in Business Week, Fortune and The New York Times. He is the author of The Managed Account Handbook (Connecticut River Press, 2002 and in Japan by Nikko Cordial Advisors, 2006) and Attract and Retain the Affluent Investor (Dearborn Trade, 2001), which have together sold in excess of 20,000 copies. He authored the monthly column, Wealth Manager, for On Wall Street magazine for four years, 2001-2005, and wrote a monthly column, Managed Accounts, for Registered Rep magazine, 2004-2005. He currently authors another Registered Rep monthly column, Retirement Doctor, with his father, retired physician, Dr. Glen E. Gresham. His bylines appear regularly in Investment News. He is currently working a new book, Advisor for Life, scheduled for release in early 2007.

Mr. Gresham serves on the executive council of the board of governors at The Money Management Institute and is a founding board member of The Money Management Institute International. He was formerly a director of The Institute for Certified Investment Management Consultants and a member of the advisory board of the Association for Professional Investment Consultants (APIC). He is an independent director of Chase Investment Counsel Corporation in Charlottesville, VA. Mr. Gresham is a graduate of Brown University.

Speech Topics

Cathing the Retirement Wave: Preparing for Your Practice for the Future

The Baby Boomer generation is heading toward retirement, and the financial needs of these investors are more complex than past generations. Is your firm up to the task of addressing their investment scenarios? In this best practices discussion, Steve Gresham offers tactics to help you prepare for the retirement wave and capture a share of the market. Mr. Gresham, who has more than 25 years of experience working with top financial advisors and financial service providers undergoing significant changes, explains the impact of six critical Baby Boomer retirement trends on key aspects of the advisory practice including investment strategy, staffing, client service and new business development.

Alpha Drivers: A 19 Point Checkup for Your Financial Advisory Practice

Top financial advisors know what services are most valued by their clients. Alpha Drivers identifies three primary forms of advisor added value – Investment Counsel, Wealth Management and Relationship – and reveals specific strategies to deliver that value. Emphasis is on best practices tactics and the use of specific planning tools and practice management tactics. Alpha Drivers has been attended by several thousand financial advisors in the US, Canada and Europe, and was included in the annual top advisor conferences sponsored by Smith Barney, Merrill Lynch, Schwab Institutional, and National Financial.

FAQs on booking Steve Gresham

  • How to book Steve Gresham?

    Our booking agents have successfully helped clients around the world secure talent like Steve Gresham for both live and virtual events for over 15 years. The team at All American Entertainment represents and listens to the needs of organizations and corporations seeking to hire keynote speakers, celebrities or entertainers for speaking engagements, personal appearances, product endorsements, or corporate entertainment. Fill out a booking request form for Steve Gresham, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get pricing information and check availability for Steve Gresham or any other celebrity of your choice.
  • How much does it cost to book Steve Gresham?

    Booking fees for Steve Gresham, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. Pricing often varies between live and virtual events. Other factors that can affect speaker fees include the talent's schedule, market conditions, length of presentation, and the location of the event. The live and virtual event speaking fees listed on this website are intended to serve as a guideline only. In some cases, the actual quote may be above or below the stated range. For the most current fee to hire Steve Gresham, please fill out the booking request form or call our office at 1.800.698.2536 to speak with an experienced booking agent.
  • Who is the agent for Steve Gresham?

    All American Entertainment has successfully secured celebrity talent like Steve Gresham for clients worldwide for more than 15 years. As a full-service talent booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Fill out the booking request form or call our office at 1.800.698.2536, and one of our agents will assist you to book Steve Gresham for your next private or corporate function.
  • What is a full-service talent booking agency?

    All American Speakers is a "buyers agent" and exclusively represents talent buyers, meeting planners and event professionals, who are looking to secure celebrities and speakers for personal appearances, speaking engagements, corporate entertainment, public relations campaigns, commercials, or endorsements. We do not exclusively represent Steve Gresham or claim ourselves as the exclusive booking agency, business manager, publicist, speakers bureau or management for Steve Gresham or any other speaker or celebrity on this website. For more information on how we work and what makes us unique, please read the AAE Advantage.

Steve Gresham is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Steve Gresham for your event is available upon request. Steve Gresham generally travels from New York, NY, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Matt Oechsli, Chip Roame, Mark C. Thompson, Mark DeVolder and Don Peppers. Contact All American Speakers for ratings, reviews, videos and information on scheduling Steve Gresham for an upcoming live or virtual event.

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During normal business hours, we respond to most inquiries within 4 hours.

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Speakers Similar to Steve Gresham

This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent, and wish to request removal from this catalog or report an issue with your profile, please click here.

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