Managing Principal | The Execution Project, LLC
Steve Gresham is the managing principal of The Execution Project, a consulting firm and investor focused on organic growth in wealth management. Within that role he is also managing partner of Next Chapter, an industry collaboration with Financial Advisor magazine and The Money Management Institute. He is chairman of Whealthcare Solutions, Inc., a financial technology company and a senior education advisor to the Alliance for Lifetime Income.
During his 35 years corporate career, he was most recently Executive Vice President and Head of the Private Client Group at Fidelity Investments, serving more than 9 million families with $1.6 trillion of assets.
Steve is the author of five books about wealth management, including The New Advisor for Life (John Wiley & Sons, 2011). He is a graduate of Brown University.