The Gresham Company



Steve Gresham has provided workshops and keynote addresses to more than 50,000 financial advisors in the United States, Canada, Mexico, Europe and the Pacific Rim. Among his audiences:

Advest Inc.
A.G. Edwards
AGF Funds Dublin Advisor Conference
AIM Distributors
Association for Professional Investment Consultants
Brown University, A. Alfred Taubman Center for Public Policy
Citicorp Private Bank
Edward Jones
Fidelity Leadership Forum

Fidelity Canada
Fifth Third Bank Advisors Annual Meeting
Financial Planning Association Broker/Dealer Annual Conference
Goldman Sachs Funds
H&R Block Financial Advisors
Investment Management Consultants Association
Investment Product Association
Linsco Private Ledger
M Financial Group
Million Dollar Round Table
Merrill Lynch
Merrill Lynch Canada
Merrill Lynch International Private Client Group
Money Management Institute Annual Meeting
Morgan Stanley
National Financial Services, LLC division of Fidelity
New York Society of Security Analysts
Prudential Insurance
Prudential Securities Pinnacle
Smith Barney Consulting Group University and Graduate School
Smith Barney Institute
TD Waterhouse Annual Advisor Conference
UBS Hanover Forum
Washington Mutual


"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
Campanale Consulting Group, LLC


"Steve has been a valued advisor to me and our company. 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. Financial advisors and industry executives alike can benefit from Steve's insights as they strive to succeed in this ferociously competitive marketplace."

John Philip Coghlan
CEO of Visa International
former Vice Chairman of Charles Scwab Company


"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
former President AIM Distributors, Inc.


"It is not often I can say a book about financial advisory services is impressive, riveting, and intensely readable. But that sums up Gresham and Cooper's new book, Attract and Retain the Affluent Investor. When I say they will take you on an exciting journey into your professional future, I mean it. This book is loaded with the telling changes at the margins that translate into significant success."

Russ Alan Prince
President Prince & Associates


"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."

Financial Planning Association


"The financial services' industry is going through its greatest change ever -- driven by the demographics, the Internet and technology. Steve is one of the few people in the industry who is qualified to guide a distribution system through this maze"

Leonard A. Reinhart
Chairman & CEO
Lockwood Financial Services, Inc.


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Steve Gresham sgresham@greshamcompany.com