Engaged across the FinServ industry to better understand, design
and deliver the ecosystem needed to meet the demands
of today’s wealth management clients.
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.
Head of Managed Accounts and Fund Marketing, Advest, Inc.
Head of Financial Services Group, Weiss, Peck and Greer, LLC
Launched Merrill Lynch Private Wealth
Head of Sales & Marketing, Systematic Financial Management
Launched The Tomorrow Funds Group
The Managed Account Handbook
Mutual Fund Marketer of the Year
Virtus Investment Partners successful turnaround and spinoff
Fidelity Investments Relationship Strategy - doubled AUA & Client HHs
SIFMA Private Client Services committee
Advisor for Life
Brown University School of Public Policy
The New Advisor for Life
Pioneer Award - Money Management Institute
Telly Award for The Family Conversation
Fidelity Private Wealth Management
The Future of Financial Advice - Investment News
Wealthmanagement.com Award for Whealthcare Planning
Fidelity Executive Services
Fidelity Personal Investing doubles to $1 trillion & 1.6 million eligible HHs
Whealthcare Planning Investment News Innovation Award
EquiFi.com Innovation in Home Equity
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.