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Monday, October 24, 2016

713-499-3024 | Suite 2100 | Houston, TX  77056

Norman E. Nabhan, CIMA
Managing Director
Institutional Consulting Director

Graystone Consulting

5051 Westheimer, Suite 2100
Houston, TX  77056
Tel. 713-499-3024 Fax. 713-499-3090

Mr. Nabhan is a Managing Director of Morgan Stanley Smith Barney and a member of The Kelsey/Nabhan Group of Graystone Consulting based in Houston, Texas. He has more than thirty years of experience helping institutional investors design spending and investment policy, asset allocation strategies, select appropriate investment management firms and conduct regular rebalancing and portfolio reviews. He is also the National Director of Foundation and Non-Profit Consulting.

Mr. Nabhan began his career in financial services as an Account Executive in 1973 in Chicago. He joined E. F. Hutton in 1977, in Chicago. In 1985, he joined E. F. Hutton in Houston, Texas as a Divisional Director for the South Central Division. He has served in numerous positions with the Consulting Group including Director of Institutional and portfolio Advisory Services. In 2004 he was
National Director of Investment Consulting and was made a Managing Director of Citigroup. Among responsibilities was the management of a team that managed $6 Billion in assets in a discretionary manager of managers program and $10 Billion in assets in series of registered mutual funds managed by independent managers. He has completed the course of study at the Wharton School of Business offered in conjunction with the Investment Management Consultants Association that has resulted in certification as a Certified Investment Management Analyst (CIMA).

Mr. Nabhan is a graduate of Purdue University with a B. A. His Professional associations include the Investment Management Consultants Association, where he served on the Board of Directors for 8 years, and served two years as President. He has been named as a Director Emeritus. He is currently Chairman of the Certification committee. He is on the Board of the Association of Professional Investment Consultants, where he is President Elect. He has served as a Director and National President of Sigma Phi Epsilon Fraternity. He serves on the Alternative Investment Advisory Board for the Purdue University Endowment and is on the Advisory Board of the Center for Wealth and Philanthropy at Boston College. He has been a speaker at numerous industry and Philanthropic conferences at the Indiana University Center of Philanthropy, Boston College, Johns Hopkins University Center for Non Profit Management, Arizona State University, the Michigan and Minnesota Councils of Foundations, as well as the Association of Small Foundations and NACUBO. He has also appeared on CNBC.


©2009 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.


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