About the Author
Stephen Gresham -- Stephen D. Gresham is founder and principal of The Gresham Company, LLC, a Madison, Conn.-based consulting firm that advises brokerage firms, mutual fund managers, insurers and banks about how to attract and serve affluent clientele. A former stockbroker, portfolio manager and financial marketer, the Brown University graduate is a former director of the Institute for Certified Investment Management Consultants. He currently contributes a monthly column to On Wall Street. Evan Cooper -- Evan Cooper is a veteran financial journalist who is currently editor-in-chief of On Wall Street magazine, a monthly publication reaching 90,000 stockbrokers. Previously, he edited Securities Industry Daily and, before that, Securities Industry Management. Earlier in his career, he worked for the New York Stock Exchange and the Securities Industry Association. Cooper is a graduate of the City College of New York and Northwestern University's Medill School of Journalism.