Steve Gresham

Steve Gresham

Keynote Speaker: Experienced Financial Executive, Asset Management Expert, Author

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Steve Gresham Biography

Steve Gresham is an experienced financial executive with a career spanning over 38 years, primarily in wealth management. He is currently the Executive Vice President and Director of Retail Markets for Phoenix Investment Partners, Ltd., a $42 billion asset-management division of The Phoenix Companies, Inc. In addition, he holds the position of Senior Vice President – Asset Management Distribution for The Phoenix Companies, Inc.

Before joining Phoenix in July 2001, Gresham managed his own consulting firm, The Gresham Company, LLC. His clients included top financial institutions such as Merrill Lynch International, where he played a crucial role in developing the Private Wealth advisory program, and other major firms including Schwab Institutional, National Financial, Citibank Private Bank, Prudential Investments, Goldman Sachs, and AIM Distributors. His consultancy work involved collaborations with over 50 domestic and international financial services firms.

Gresham's early career began in 1980 as a security analyst and portfolio manager for the US advisor to The Central Group of Canada, Ltd. He later built a successful investment advisory practice at Advest, Inc., from 1983 to 1987, and subsequently managed Advest’s mutual fund and managed account businesses until 1991. His pioneering contributions during this time included the development of some of the industry’s first fee-based accounts. Gresham continued his leadership in retail asset management distribution at Systematic Financial Management, Inc. (1991-94) and Weiss, Peck & Greer, LLC (1994-97), where he launched The Tomorrow Funds, a lifecycle mutual fund series.

An active participant in industry media, Gresham has appeared on several major networks including CNN, Bloomberg, and PBS, and has been featured in publications such as Business Week, Fortune, and The New York Times. He is the author of notable books including "The Managed Account Handbook" and "Attract and Retain the Affluent Investor," with combined sales exceeding 20,000 copies. Additionally, he has written columns for On Wall Street magazine and Registered Rep magazine, where he currently writes the "Retirement Doctor" column with his father, Dr. Glen E. Gresham.

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 is also an independent director of Chase Investment Counsel Corporation in Charlottesville, VA, and a graduate of Brown University.

Speech Topics:

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

This session addresses the complex financial needs of the Baby Boomer generation as they approach retirement. Steve Gresham draws from his extensive experience to offer tactics that will help financial advisors prepare and adapt their practices for the future.

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

In this presentation, Gresham identifies key services valued by clients and outlines strategies to enhance the delivery of investment counsel, wealth management, and relationship value. This topic has been featured in top advisor conferences across the US, Canada, and Europe, sponsored by firms including Smith Barney and Merrill Lynch.

Contact a speaker booking agent to check availability on Steve Gresham and other top speakers and celebrities.

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How do I book Steve Gresham to speak at my event?

Our experienced booking agents have successfully helped clients around the world secure speakers like Steve Gresham for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Schedule button above and complete the form on this page to check availability 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 speaking fee information and check availability for Steve Gresham or any other speaker of your choice.

How much does it cost to book Steve Gresham for a speaking engagement?

Speaking fees for Steve Gresham, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fee for a live event is $10,000 - $20,000. For the most current speaking fee to hire Steve Gresham, click the Check Schedule button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.

What topics does Steve Gresham speak about?

Steve Gresham is a keynote speaker and industry expert who speaks on a wide range of topics such as Business, Sales, Change Management, Personal Growth, Finance, Business Leadership, Business Coaching, Economy and Marketing.

Where does Steve Gresham travel from?

Steve Gresham generally travels from New York, NY, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances.

Who is the agent for Steve Gresham?

AAE Speakers Bureau has successfully secured keynote speakers like Steve Gresham for clients worldwide since 2002. As a full-service speaker 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. Please click the Check Schedule button above and complete the form on this page including the details of your event, 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 speaker booking agency?

AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Steve Gresham or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.

Why is AAE Speakers Bureau different from other booking agencies?

If you’re looking for the best speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.

Steve Gresham is a keynote speaker and industry expert who speaks on a wide range of topics including Business, Sales and Change Management. The estimated speaking fee range to book Steve Gresham for live events is $10,000 - $20,000. Please contact us for virtual event fees. 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 Mark C. Thompson, Don Peppers and Matt Oechsli. Contact All American Speakers for ratings, reviews, videos and information on scheduling Steve Gresham for an upcoming event.

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Speaker profile last updated by AAE Talent Team on 19/03/2025.

  • How do I book Steve Gresham to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like Steve Gresham for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Schedule button above and complete the form on this page to check availability 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 speaking fee information and check availability for Steve Gresham or any other speaker of your choice.

  • How much does it cost to book Steve Gresham for a speaking engagement?

    Speaking fees for Steve Gresham, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fee for a live event is $10,000 - $20,000. For the most current speaking fee to hire Steve Gresham, click the Check Schedule button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.

  • What topics does Steve Gresham speak about?

    Steve Gresham is a keynote speaker and industry expert who speaks on a wide range of topics such as Business, Sales, Change Management, Personal Growth, Finance, Business Leadership, Business Coaching, Economy and Marketing.

  • Where does Steve Gresham travel from?

    Steve Gresham generally travels from New York, NY, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances.

  • Who is the agent for Steve Gresham?

    AAE Speakers Bureau has successfully secured keynote speakers like Steve Gresham for clients worldwide since 2002. As a full-service speaker 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. Please click the Check Schedule button above and complete the form on this page including the details of your event, 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 speaker booking agency?

    AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Steve Gresham or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.

  • Why is AAE Speakers Bureau different from other booking agencies?

    If you’re looking for the best speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.
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