Autor: Stephen D. Gresham

Stephen D. Gresham is Executive Vice President and Director of Retail Markets for Phoenix Investment Partners, Ltd., the $37 billion asset-management division of The Phoenix Companies. Prior to joining Phoenix, he managed his own wealth-management consulting firm, The Gresham Company, LLC, which served a global clientele of more than fifty financial service companies. He is the author of The Managed Account Handbook and Attract and Retain the Affluent Investor. Gresham serves on the board of governors at The Money Management Institute and is a founding board member of The International Money Management Institute.