Norman Nabhan

Norman Nabhan

Managing Director, Graystone Consulting at Morgan Stanley Smith Barney
 

Currently employed at Graystone Consulting at Morgan Stanley Smith Barney

 

Previous: Purdue University

 

    Summary

    Norman Nabhan excels as an ambitious professional in the financial services industry. An experienced member of the team at Graystone Consulting, he holds the position of Managing Director of Investments and Institutional Consulting Director. Norman Nabhan directly assists institutional investors in designing investment policies, conducting portfolio reviews, and creating effective asset allocation strategies. In addition to his work as a Financial Advisor, Norman Nabhan also frequently serves as a speaker at professional conferences. Norman Nabhan is a graduate of Purdue University. Through the Center for Fiduciary Studies, he earned the status of an Accredited Investment Fiduciary (AIF). He also attended the Wharton School of Business to gain the professional qualification of Certified Investment Management Analyst (CIMA), awarded by IMCA. His career experience includes working with E. F. Hutton & Co., in Chicago, Illinois, serving as a Director of Institutional and Portfolio Advisory Services with the Consulting Group, and serving as President of Citigroup Investment Advisory Services Inc. During the course of his career, Norman Nabhan has achieved leadership positions with multiple professional organizations. An active member of the Investment Management Consultants Association, he served on their Board for eight years and as President for two years. He also chaired the Certification Committee. Norman Nabhan is the immediate Past President of the Association of Professional Investment Consultants and still serves on their Board.

Experiences

 

Managing Director

At Graystone Consulting at Morgan Stanley Smith Barney

From 1977 to Present
Providing Investment Consulting Services to Institutional Clients and Family offices. Specializing in Asset Allocation Strategies, Asset manager Search and Alternative Investments.
 

Purdue University, West Lafayette, In

B.A. Liberal Arts and Business , Environmental Engineering

From 1966 to 1971

Skills

 
  • Consulting
  • DIRECTOR
  • Finance
  • Financial services
  • Managing director

Centres d'intérêt

 
  • Cooking
  • Fishing
  • Hunting
  • Skiing
  • Wine Collecting