Norman E. Nabhan - Morgan Stanley Financial Advisor - HOUSTON, TX
Morgan Stanley Smith Barney
Norman E. Nabhan, CIMA
Managing Director, Wealth Management
Institutional Consulting Director
Institutional Consulting Director
tel: (713) 499-3024
toll-free: (800) 666-6069 
fax: (713) 499-3090
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Our institutional investment consulting division was founded with a simple mission: to help set the industry standard in investment consulting services for sophisticated investors.

We provide a complete range of investment advice to clients that include foundations and endowments, corporate retirement plans, Taft-Hartley funds, health care organizations, state and local governments, family offices and private individuals. Our customized investment strategies are delivered by Institutional Consulting Directors, experienced investment professionals backed by a dedicated consulting team and the extensive resources of a leading provider of investment advice. If you would like to know more about how our disciplined process and personalized services can help you meet your needs, please contact me.

  • Investment Management Consultants Association
  • Association of Professional Investment Consultants
  • Institutional Services
  • Endowments and Foundations
  • Socially Responsible Investing
  • Asset Management
  • Wealth Management
  • Family Consulting
  • Access to Lending Services
  • Corporate Retirement Plans
  • Alternative Investments
  • Defined Contribution Plans
Education and Licensing
  • Purdue University-Bachelor of Arts
  • Certified Investment Management Analyst CIMA
Honors and Recognition
  • Past President- Investment Management Consultants Association
  • Director Emeritus-Investment Management Consultants Association
  • Past President-Association of Professional Investment Consultants Association
  • Partnership Award-Association of Professional Investment Consultants
  • Past President Sigma Phi Epsilon National Fraternity
  • Trustee and Treasurer Sigma Phi epsilon Educational Foundation
Business Experience
  • 40 Years: Started in the business in 1972 in Chicago. Joined EF Hutton and Company in 1977. Moved to Houston in 1985 and worked with institutional clients in addition to taking on a number of management roles through the mergers of EF Hutton, Shearson, Smith Barney and Citigroup. Was the Director of Institutional Services for Smith Barney Consulting Group, the National Director of Consulting Group for Citi-Smith Barney and the President of Citigroup Investment Advisory Services (CIAS) a Discretionary Manager of Managers program responsible for $6 Billion in Discretionary Institutional Assets and the $10 Billion Consulting Group Capital Market Funds. Served on the Alternative Investment Advisory Board for the Purdue University Endowment and the Advisory Board for the Center of Wealth and Philanthropy at Boston College.
    Member of the Outsourced Chief Investment Officer (OCIO) Committee at Morgan Stanley.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Norman E. Nabhan holds the following registrations:
Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MS, NC, NJ, NM, NY, OH, OK, OR, PA, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1279572

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