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Steve Gresham

Steve Gresham

Wealth Management Executive and Whealthtech Investor

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 ...

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Bio

Full Bio

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.

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Topics

Topics

Where Have All the Humans Gone? The Future for Financial Advisors in a Digital World
Digital Moneyball: The Seven Habits of Effective Digital Leaders
Catching the Retirement Wave: Preparing for Your Practice for the Future

Videos

Videos

The Finer Details with Steve Gresham
Wealth Management v2.0: The AdviceTech Revolution, Episode 3: The Execution Project w/ Steve Gresham

Books

ADVISOR FOR LIFE
ADVISOR FOR LIFE

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