Youssef Zohny, C AI A
About Youssef Zohny, C AI A
Youssef Zohny, Managing Director, CAIA is the Founder of The Zohny Group of Graystone Consulting at Morgan Stanley, located within and part of the firm’s prestigious San Francisco Complex. Throughout his career, he and his team have achieved numerous national and international awards and recognition for their work as investment consultants serving entrepreneurs, family offices, and institutional entities/fiduciaries, including being named to Barron’s 2023 & 2022 Top 100 Institutional Consultants. Youssef has over two decades of experience in Investment Consulting, Wealth Management, and Portfolio Management, and is licensed as a Financial Advisor with Morgan Stanley in the U.S. Youssef has a strong focus on asset allocation, investment due diligence / selection, and providing practical advice and solutions to managing significant capital and wealth. Youssef primarily focuses on lending his professional experience and advice to helping manage the significant capital of: Trusts, Foundations, Endowments, Corporations, Family Offices, and Entrepreneurs. As a graduate of the University of British Columbia, Youssef holds a Bachelor of Science Degree in Physics and Mathematics, followed by a Bachelor of Arts Degree in Economics. Youssef also attended the Harvard Business School Executive Education program and is a lifelong learner. Youssef is a Portfolio Manager and holds the Chartered Alternative Investment Analyst (CAIA®) Designation and was recognized as one of Business in Vancouver’s Top 40 under 40. Areas of Focus: Consulting Advice for Fiduciaries, Investments, Portfolio Management, Wealth Management, Investment Management. NMLS: 1663888 Please see my team website https://graystone.morganstanley.com/the-zohny-group/ for details about the members, their functional titles and their individual years of experience. 2022-2023 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants) Source: Barrons.com (Awarded April 2022-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award. BIV 40 under 40 award Source: Business Intelligence for B.C. (Awarded January 27, 2016) Data compiled based on time period from 01/01/2015 – 12/31/2015. For criteria & methodology, go to: https://biv.com/article/2015/10/business-vancouver-announces-its-2015-forty-under- https://www.morganstanley.com/disclosures/awards-disclosure.html