Tagged: Norman Nabhan

Norman Nabhan – Managing Director for Houston Consulting Firm

Norman Nabhan pic

Norman Nabhan
Image: morganstanleygc.com

Since 1977, Norman Nabhan has worked for Graystone Consulting in Houston, Texas. He serves as the company’s managing director, advising clients on risk management and investment improvement strategies. Graystone provides investment consulting services to a variety of institutional clients and family offices. Together, Norman Nabhan and the company focus on asset allocation strategies and alternative investments.

Prior to joining Graystone Consulting, Norman Nabhan worked as a national director of consulting for Citi/Smith Barney. While there, he helped to increase revenue from $1 billion to $2.3 billion. He also served as president of Citi Investment Advisory Services, managing $6 billion in discretionary assets for clients.

Norman Nabhan earned his bachelor’s degree from Purdue University. His extracurricular involvement while an undergraduate included serving as president of both the Sigma Phi Epsilon fraternity and the Purdue Interfraternity Council. He also was senior photo editor of the Purdue yearbook and a member of the Gimlet Club. He has remained involved with his alma mater and is a former advisory board member for the university’s endowment.


APIC Provides Support for Morgan Stanley Investment Consultants


 Association of Professional Investment Consultantspic

Association of Professional Investment Consultants
Image: apicms.org

As managing director of Graystone Consulting at Morgan Stanley in Houston, Texas, longtime investment professional Norman Nabhan provides client-tailored investment consultation services to individuals and institutions with a focus on asset allocation and risk tolerance. To help contribute to the expertise and growth of his fellow professionals in the field, Norman Nabhan also serves as a director and Past President of the Association of Professional Investment Consultants.

Headquartered in Austin Texas, the Association of Professional Investment Consultants (APIC), established in 1990, provides members nationwide with opportunities to network, learn, collaborate, and share information and resources with other Morgan Stanley financial advisers with the end goal of each business granting stellar service for all clients. Some of the activities engaged in by the not-for-profit organization to achieve this mission include board meetings, committee appointments, conference calls, and annual conferences.

The group is set to host its next annual conference from June 11-18, 2018 in Austin, Texas, at the Fairmont Austin downtown.

The Sustained Success of Impact Investment Managers


 Impact Investment Managers pic

Impact Investment Managers
Image: bls.gov

Norman Nabhan is a longtime member of Graystone Consulting Houston, a Morgan Stanley business where he provides family offices and institutional clients with a wide range of investment consulting solutions. In 2016, Norman Nabhan authored a Thompson Reuters article in “Taxation of Exempts” and explored the emerging landscape of impact investing.

In theory, impact investing is a practice in which a strict focus on returns is forgone in order to follow a socially conscious investment pathway. As Mr. Nabhan describes it, this is only half the story. As several investment manager return databases show, numerous asset managers have achieved excellent returns on investment while pursuing equity positions in corporations with well-defined environmental, social, and governance (ESG) dynamics. There is compelling evidence that a focus on strong environmental, social and governance issues can reduce headline risk for investors.

In addition, a number of professional asset management firms have taken on roles as activist investors and filed shareholder resolutions that have pushed companies into adopting positive ESG corporate policies. Issues in which progress has been made range from diversity in the boardroom and workforce to moving toward a sustainability commitment.

Norman Nabhan – Texas-Based Institutional Consulting Director


Norman Nabhan pic

Norman Nabhan
Image: morganstanleygc.com

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.

Norman Nabhan – An Active Member of the Investment Community

Norman Nabhan pic

Norman Nabhan
Image: morganstanleygc.com

A managing director at Graystone Consulting in Houston, Texas, Norman Nabhan has over four decades of experience assisting institutional investors. He specializes in investment allocation strategies and helps clients minimize risk while improving investment returns. Over the course of his career, Norman Nabhan has worked to stay current with the latest best practices in the investment industry. His professional accomplishments include earning the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association (IMCA), an organization with which he holds a longtime membership.

A member of the IMCA Board of Directors for eight years, Norman Nabhan also served for two years as the association’s president. His other roles with IMCA include leading the group’s Certification Committee. He has since been designated an IMCA director emeritus. Beyond his activities with IMCA, Mr. Nabhan previously served as president of the Association of Professional Investment Consultants. He has also spoken before various industry groups and academic institutions.

Investment Management Executive Norman Nabhan

Norman Nabhan pic

Norman Nabhan
Image: morganstanleygc.com

Purdue University graduate Norman Nabhan is a Managing Director of Morgan Stanley’s Graystone Consulting business, based in Houston, Texas. In this role, Norman Nabhan leverages 40 years of experience to provide investment advisory services to a range of clients from many arenas including hospitals, foundations and the nonprofit sector.

In addition to providing advisory services to the nonprofit sector, Mr. Nabhan personally supports the efforts of groups like the Sigma Phi Epsilon Foundation, an organization that offers leadership programs and scholarships to undergraduate and graduate university students. He is an active member of Sigma Phi Epsilon National Fraternity and has served as a member of its National Board of Directors and as its National Treasurer for 16 years and National President for 2 years. Norman Nabhan further supports higher education through his involvement with the University of Texas School of Law CLE Nonprofit Organizations Workshop and Institute. He has spoken on topics related to his career as a nonprofit and investment management executive at the institute’s annual conference every other year since 2012. He has also served as the President of the Investment Management Consultants Association (IMCA) which supports Ethics and ongoing education for the investment consulting community.

Investment Management Consultants Association Hosts Conference

Investment Management Consultants Association pic

Investment Management Consultants Association
Image: imca.org

With more than three decades of experience working in investment policy, Norman Nabhan serves as managing director of Graystone Consulting in Houston, Texas. To remain engaged with the investment sector, Norman Nabhan maintains membership with several professional affiliations, including the Investment Management Consultants Association (IMCA), of which he is a former president.

Established in 1985, IMCA offers wealth management credentials and premier investment consulting services. With a representation of more than 11,000 members found in 37 countries, the IMCA sets global standards for the investment management consulting profession. According to the organization, as of 2016, more than half of its members possess more than 20 years of experience working in the industry.

To connect to its members, IMCA sponsors an annual meeting with the 2017 event scheduled for April 30 through May 3 at the San Diego Convention Center. Geared specifically for investment and wealth professionals, this meeting features keynote speakers as well as opportunities to learn about industry trends and network with like-minded individuals. Scheduled to speak at the 2017 meeting are Jeremy Siegel, who is the Russell E. Palmer Professor of Finance at The Wharton School, University of Pennsylvania; Richard Thaler, who is the Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the Chicago Booth School of Business; and Michael Sandel, who is the Anne T. and Robert M. Bass Professor of Government at Harvard University.