Youssef Zohny

Youssef Zohny General Information

Biography

Mr. Youssef Zohny serves as Managing Director, Institutional Consulting Director, Alternative Investments Director, International Client Advisor & Portfolio Manager at Morgan Stanley. He 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. He also serves and serves as Senior Vice President, Institutional Consulting Director, Portfolio Manager & International Client Advisor at Morgan Stanley. 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 2021, 2020, and 2019 Top 30 Institutional Consultants. He has over 15 years of experience in Investment Consulting, Wealth Management, and Portfolio Management, and is licensed as a Financial Advisor with Morgan Stanley in the U.S. and as a Registered Representative with Morgan Stanley Canada Limited in Canada. Likewise, he has a strong focus on asset allocation, investment due diligence/selection, and providing practical advice and solutions to managing significant capital and wealth. Furthermore, he primarily focuses on lending his professional experience and advice to help manage the significant capital of Trusts, Foundations, Endowments, Corporations, Family Offices, and Entrepreneurs. His area of focus is Consulting Advice for Fiduciaries, Investments, Portfolio Management, Wealth Management, Securities, Finance, Investment Management, Financial Services, Financial Advisory, and Asset Management. As a graduate of the University of British Columbia, he holds a Bachelor of Science Degree in Physics and Mathematics, followed by a Bachelor of Arts Degree in Economics. He also attended the Harvard Business School Executive Education program and is a lifelong learner.