Steve Gresham

Steve Gresham is a visionary leader in retirement, wealth and asset management with more than 40 years experience driving innovation in solutions delivery at scale. Currently Managing Principal and Founder of NextChapter, he advises financial firms about growth opportunities created by The Great Wealth Transition. Previously, he was EVP and Head of Private Client Group at Fidelity Investments, leading 3X asset and client growth. He was EVP of The Phoenix Companies, and consulted for BlackRock, Merrill Lynch, Schwab, Citibank, Prudential, and Goldman Sachs. A pioneer in managed accounts and advisor practice management, Steve is highly regarded for his leadership in the development of managed accounts and his commitment to client-focused advisory practices.

Guilford, CT

Contact

www.linkedin.com/in/steve-gresham

steve@nextchapterinnovation.com

(203) 623-2265