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The New Managed Account Solutions Handbook
How to Build Your Financial Advisory Practice Using Managed Account Solutions
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Artikel-Nr:
9781119161608
Veröffentl:
2007
Erscheinungsdatum:
22.10.2007
Seiten:
242
Autor:
Stephen D Gresham
Gewicht:
463 g
Format:
254x178x13 mm
Sprache:
Englisch
Beschreibung:
Stephen D. Gresham is Executive Vice President and Director of Retail Markets for Phoenix Investment Partners, Ltd., the $42 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 services companies. He is also author of the recently released Wiley title Advisor for Life, as well as 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.
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