The New Advisor for Life Become the Indispensable Financial Advisor to Affluent Families

Steve Gresham (Hartford, CT) is senior vice president of Fidelity Investments. He joined Fidelity in October 2008. Prior to joining Fidelity, he served as Executive Vice President of Phoenix Investment Partners. He is also Visiting Instructor at the A. Alfred Taubman Center for Public Policy at Brown University, and is business chair of Brown's Retirement Readiness Project. Mr. Gresham is one of the financial industry's true pioneers. Since beginning his career in 1980, Mr. Gresham has been at the forefront of many defining trends including managed accounts, fee-based wealth management, lifecycle mutual funds and alternative investment products. He was named Mutual Fund Marketer of the Year in March 2007 by Institutional Investor/Fund Action. He has led successful teams at over 50 financial services companies, including Merrill Lynch International, Fidelity, Schwab Institutional, Phoenix Investment Partners, AGF Funds and AIM Distributors.

Mr. Gresham is prominent in the media, having appeared on CNN, PBS, USA Network and Bloomberg Radio and Television. He has published more than 100 articles and has been featured in Business Week, Fortune, Investment News and The New York Times. His most recent column, Advisor for Life, appeared in Registered Rep. He is the author of four books about the financial advice industry, including Advisor for Life (John Wiley & Sons, 2007) and (with Arlen Oransky) The New Managed Account Solutions Handbook (Wiley, 2007).