Graystone Consulting Overview

  • Service
  • Limited Partner Consultant

  • Employees
  • 162

Employees
  • Serviced Companies
  • 2

  • Serviced Deals
  • 1

Graystone Consulting General Information

Description

Graystone Consulting is an institutional investment consulting division of Morgan Stanley based in Potomac, Maryland. The firm delivers a complete range of investment consulting services to institutional clients. The firm offers consulting services in the areas of foundations and endowments, corporate retirement plans, Taft-Hartley funds, healthcare organizations, state and local governments, family offices, and private individuals.

Contact Information

Service Provider Type
LP Consultants
Primary Office
  • 12505 Park Potomac Avenue
  • Suite 420
  • Potomac, MD 20854
  • United States
+1 (301) 000-0000

Graystone Consulting Services to Companies

Service on a Deal (1)

Company Name Service Provided Deal Date Deal Type Deal Amount
Northvolt Advisor: General Jun 2019 00000 0000000
To view Graystone Consulting’s complete services to companies history, request access »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Graystone Consulting Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Graystone Consulting‘s full profile, request access.

Request a free trial

Graystone Consulting Team (23)

Name Title Deals Office Contact
Info
Linda Stephans Co-Lead of the Chicago office, Managing Director, Private Wealth Management, Institutional Consulting Director, Investing And Impact Director, Alternative Investments Director Potomac, MD
Erik Oiler Managing Director, Private Wealth Management, Institutional Consulting Director, and Alternative Investments Director Sewickley, PA
Kristina Van Liew Managing Director, Private Wealth Management, Institutional Consulting Director, Investing And Impact Director, Alternative Investments Director Potomac, MD
Robert Scherer Managing Director, Wealth Management Financial Advisor and Institutional Consulting Director Potomac, MD
Laura Fennell Vice President, Wealth Management, Financial Planning Specialist, Investment Management Consultant Atlanta, GA
You’re viewing 5 of 23 team members. Get the full list »

Graystone Consulting Subsidiaries (2)

Company Name Industry Location Founded
The Zohny Group Family Office (Multi) San Francisco, CA 2011
000 00000 00000 LP Consultants Jacksonville, FL
To view Graystone Consulting’s complete subsidiaries history, request access »