An experienced financial advisor in Houston, Texas, Norman Nabhan focuses on providing expert financial services to institutional investors. His expertise includes helping investors achieve effective asset allocation strategies and investment and spending policies. He holds extensive experience conducting portfolio reviews, regular rebalancing, and many other services. Before accepting his current position with Graystone Consulting, Norman Nabhan achieved career success as Managing Director of Citi/Smith Barney and National Director of its Consulting Group, as well as President of Citigroup Investment Advisory Services Inc., an organization that manages billions of dollars in investment assets. Earlier in his career, he worked as the Director of Institutional and Portfolio Advisory Services with the Consulting Group.
Norman Nabhan is recognized as an Accredited Investment Fiduciary (AIF) and a Certified Investment Management Analyst (CIMA). He attended Purdue University, where he completed his Bachelor of Arts. In the course of his career in financial services, he was a member of the Advisory Board for the Center for Wealth and Philanthropy at Boston College, a member of the Advisory Board for the Purdue University Endowment, and National President of the Sigma Phi Epsilon Fraternity. A committed member of the Investment Management Consultants Association, he previously served for two years as President and currently holds the title of Director Emeritus. Norman Nabhan is an immediate Past President of the Association of Professional Investment Consultants.