Possessing more than three decades of experience in finance and investments, Norman Nabhan serves Graystone Consulting at Morgan Stanley in Houston, Texas. As an institutional consulting director, he offers investment consulting services to clients. Specializing in asset allocation strategies and portfolio design, Norman Nabhan guides clients in terms of risk management and seeks to improve investment returns. Due to his training and experience in the industry, he is a managing director-wealth management and an institutional consulting director at Graystone. Graystone specializes in consulting to institutional pools of capital.
Prior to his role with Graystone, Norman Nabhan worked as national director of consulting for Citi/Smith Barney. During his time there, he helped to grow the business substantially. He was also president of Citigroup Investment Advisory Services, where he oversaw the discretionary management of assets totaling $6 billion.
During his career, Norman Nabhan has held a variety of positions within professional organizations. He served as president of the Investment Management Consultants Association (IMCA) and is also past president of the Association of Professional Investment Consultants (APIC). He is a former advisory board member to Boston College’s Center on Wealth and Philanthropy, He also served as chairman of the certification committee for the Investment Management Consultants Association.