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Speaker STEVE GRESHAM Subjects finance, sales          Video Clip

        
 
Stephen D. Gresham is head of all marketing, product and product development for Phoenix Investment Partners. With Phoenix colleague, Frank Waltman, he was named Fund Marketer of the Year by Institutional Investor's Fund Action publication. 
 
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, CNNfn, 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, Glen E. Gresham, MD, retired physician and Professor Emeritus of Rehabilitation Medicine, University at Buffalo School of Medicine and Biomedical Sciences, Buffalo, NY. His bylines appear regularly in Investment News. His most recent book is Advisor for Life, released March 2007 by John Wiley & Sons, Inc.
 
Mr. Gresham is a member of the board of governors of the Money Management Institute (http://www.moneyinstitute.com), a founding board member of the International Money Management Institute, and an independent director of Chase Investment Counsel Corporation in Charlottesville, Virginia. He is a former director of The Institute for Certified Investment Management Consultants and a member of the advisory board of the Association for Professional Investment Consultants (APIC). Mr. Gresham is a graduate of Brown University.

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