Steve Gresham
Wealth Management Executive and Whealthtech Investor
Steve Gresham
Wealth Management Executive and Whealthtech Investor
Expertise
About Steve Gresham
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 ...
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 Wave.com
6 speaker reviews for Steve Gresham View All
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