Graystone Consulting Overview

  • Service
  • Limited Partner Consultant
  • Employees
  • 40
  • Serviced Companies
  • 1

Graystone Consulting General Information


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. Graystone Consulting offers consulting services in the areas of foundations and endowments, corporate retirement plans, Taft-Hartley funds, health care 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
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Graystone Consulting Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Graystone Consulting Team (23)

Name Title Deals Office Contact
Erik Oiler Managing Director & Institutional Consulting Director Sewickley, PA
Kristina Van Liew Managing Director & Institutional Consulting Director Potomac, MD
Linda Stephans Managing Director & Institutional Consulting Director Potomac, MD
Jodie Gunzberg Managing Director & Chief Investment Strategist Potomac, MD
Charles Mulfinger II Managing Director & Financial Advisor Birmingham, MI
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Graystone Consulting Subsidiaries (2)

Company Name Industry Location Founded
StennerZohny Group Family Office (Multi) San Francisco, CA 2011
000 00000 00000 LP Consultants Jacksonville, FL
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