713-499-3024 | Suite 2100 | Houston, TX 77056
Norman E. Nabhan, CIMA
Managing Director
Citi Institutional Consulting
The Kelsey/Nabhan Group
5051 Westheimer
Suite 2100
Houston, TX 77056
713-499-3024
norman.e.nabhan@citi.com
Mr. Nabhan is a Managing Director of Citigroup and a member of The Kelsey/Nabhan Group of Citi Institutional 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 for Citi-Smith Barney.
He has served in numerous positions with the Consulting Group including Director of Institutional and Portfolio Advisory Services and National Director. He was responsible for the management of a team that managed $6 Billion in assets in a discretionary manager of managers program and $8 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 serves on the Board of Directors and served two years as President, the board of the Association of Professional Investment Consultants, and the International Foundation of Employee Benefit Plans. 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, as well as the Association of Small Foundations and NACUBO. He has also appeared on CNBC.
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