Brown University
Public Policy
Stephen D. Gresham

Stephen D. Gresham

Stephen D. Gresham

Adjunct Lecturer in International and Public Affairs

Biography

Steve is executive 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 Adjunct Lecturer in International and Public Affairs at the A. Alfred Taubman Center for American Politics and Policy at Brown University.

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. 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).  During 1997-2001, at The Gresham Company, LLC, Mr. Gresham led several successful projects across the financial service industry in the US, Canada, Western Europe and Asia. He has worked with over 50 domestic and international financial services firms.

In July 2001, Mr. Gresham joined Phoenix Investment Partners, Ltd., the asset management division of The Phoenix Companies, Inc. (NYSE – PNX), as executive vice president responsible at various times for retail distribution, marketing, product management and product development.

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 five books about the financial advice business and has authored more than 100 articles and regular columns, including “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.

Mr. Gresham is a former director of the Money Management Institute, and founding board member of the International Money Management Institute. Mr. Gresham is a graduate of Brown University.

Publications

The New Advisor for Life (Wiley, 2012)

The New Managed Solutions Handbook (with Oransky, Wiley. 2011)

Advisor for Life (Wiley, 2007)

The Managed Account Handbook (Connecticut River Press, 2001)

Attract and Retain the Affluent Investor (Dearborn/Kaplan, 2001)

Teaching

Global Graying, The Impact of Aging on Public and Private Sector Organizations, offered in the Fall Semester 2015.  Delivered similar course at Taubman, Fall 2008-Fall 2013.