Currently serving with The Kelsey Group at Graystone Consulting, 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.