Our Team is Our Most Valuable Asset

Steve Gresham
Chief Executive Officer

Steve founded The Execution Project, LLC, to provide tools and training to financial advisors and their firms to meet the needs of the retiring Age Wave. Within that role he works with companies as managing partner of Next Chapter, an advice industry initiative co-sponsored by The Execution Project, The Money Management Institute and Financial Advisor. For financial advisors, he is a senior education advisor to the Alliance for Lifetime Income and leads an aligned national practice management program, The New Advisor for Life.


Prior to founding his consulting firm, Steve served as executive vice president and head of the private client group at Fidelity Investments, home to more than 1.5 million households with more than $1 trillion AUA. He is a pioneer of the wealth management and managed account industries, having deployed Merrill Lynch Private Wealth and other successful initiatives in the global marketplace, including AGF Funds, AIM Management, Citigroup Private Bank, Morgan Stanley Smith Barney and Prudential. He was given the Pioneer Award for Lifetime Achievement by The Money Management Institute.


An industry thought leader, Steve is the author of more than 200 columns and five books about wealth management, and has appeared on CNN, Bloomberg Radio and Television, and in the pages of The New York Times, Business Week and Fortune. He served eight years on the adjunct faculty of Brown University’s Watson Institute, where is also a graduate.

Gavin Spitzner
Wealth Management Executive

Gavin Spitzner, Founder and President, has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing business development, product development, digital strategy, strategic consulting, marketing, professional development,

Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and fintech firms to develop and implement innovative investment management platform solutions leveraging modern technology and processes to improve top and bottomline business performance. 

Jennifer Hurst
Wealth Management Executive

Jennifer Hurst is a results driven sales consultant and  executive located in Toronto, Canada. Jennifer has more than 25 years of experience leading and executing winning sales and distribution strategies for global wealth management and insurance organizations including Manulife Financial and Axa Assurances.

As a strategic business leader, Jennifer has a proven track record of successfully building and  launching new  lines of business and exceeding multibillion dollar sales targets . She has consistently demonstrated a passion for  driving  organizations to  leverage and adopt innovative products to expand  distribution strategies, sales growth and profitability throughout her career.

Katharine L. Wade
Wealth Management Executive

Katharine L. Wade is an insurance executive with 25+years of experience in insurance operations, regulation and innovation.  In her 20+ year career with a Fortune 100 global insurer, she oversaw federal and state government affairs, public policy and compliance for health, group life and disability businesses.  Ms. Wade spent almost four years as Connecticut’s Insurance Commissioner, the lead insurance regulator in one of the nation’s top insurance markets.  She is the principal in Dunraven Strategies where she advises insurers, investors and start-ups on insurance and regulatory matters.

Ms. Wade has extensive knowledge of the business of insurance, including the identification of sound growth and development opportunities and a track record of facilitating government recognition of new business strategies.  A national thought leader on regulatory policy, she served as Chair of the International Relations (G) and Health and Managed Care (B) Committees of the National Association of Insurance Commissioners and on the US Treasury Federal Advisory Committee on Insurance.  She represented the US and the state insurance regulatory system in international standard setting, at the first G-20 Insurance Summit and in testimony before Congress.

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