Steve Gresham Biography

Mr. Gresham serves as executive vice president and director of retail markets for Phoenix Investment Partners, Ltd., a $42 billion asset management business of The Phoenix Companies, Inc. (NYSE PNX). He is also The Phoenix Companies, Inc.'s senior vice president of asset management distribution. He ran his own asset management consulting business, The Gresham Company, LLC, before joining Phoenix in July 2001. Merrill Lynch International, where he assisted in the development of the Private Wealth advice program, as well as Schwab Institutional, National Financial, Citibank Private Bank, Prudential Investments, Goldman Sachs, and AIM Distributors, were among his clients. He has worked with more than 50 local and international financial services companies. He began his work in 1980 as a securities analyst and portfolio manager for The Central Group of Canada, Ltd. (ASE CEFUS )'s adviser. After establishing a successful investment advisory practice at Advest, Inc. from 1983 to 1987, he managed the firm's mutual fund and managed account businesses until 1991, pioneering some of the industry's first fee-based accounts, such as separately managed accounts, advisor-managed portfolios, and non-discretionary, fee-based brokerage. He subsequently returned to Wall Street, where he led retail asset management distribution for Systematic Financial Management, Inc. (1991-94) and Weiss, Peck Greer, LLC (1995-2006). (1994-97). He founded and launched The Tomorrow Funds, a lifecycle mutual fund series with target maturities, at WPG in 1995. Mr. Gresham has been on CNN, CNN fn, Bloomberg Radio and Television, USA Network, and PBS, as well as in Business Week, Fortune, and The New York Times. He is the author of The Managed Account Handbook (Connecticut River Press, 2002 and in Japan by Nikko Cordial Advisors, 2006) and Attract and Retain the Affluent Investor (Dearborn Trade, 2001), which have combined sold in excess of 20,000 copies. From 2001 to 2005, he published the monthly column Wealth Manager for On Wall Street magazine, and from 2004 to 2005, he wrote the monthly column Managed Accounts for Registered Rep magazine. His father, retired physician Dr. Glen E. Gresham, co-authors another Registered Rep weekly piece, Retirement Doctor. His byline appears on a regular basis in Investment News. He is now working on a new book, Advisor for Life, which will be published in early 2007. Mr. Gresham is a member of The Money Management Institute's executive council and a founding board member of The Money Management Institute International. He was previously a director of The Institute for Certified Investment Management Consultants and a member of the Association for Professional Investment Consultants' advisory board (APIC). In Charlottesville, Virginia, he serves as an independent director of Chase Investment Counsel Corporation. Mr. Gresham is a Brown University graduate.

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