Brian Sharpes, CIMA®
Managing Director, Wealth Management, Institutional Consulting Director, Investing with Impact Director
Brian Sharpes is a Managing Director, Institutional Consulting Director, Private Wealth Advisor and an Investing with Impact Director with Morgan Stanley and founder of Graystone San Francisco. With offices in San Francisco and Walnut Creek, Brian focuses on serving public and private nonprofit organizations. Since 1994, he has built a client base that has led to national recognition and over $1.5 billion in assets under management as of June 2018.
As the lead consultant on Graystone San Francisco, Brian serves the specialized needs of nonprofits, community foundations, educational establishments, faith-based institutions and foundations. He enjoys working with staff and board members of each nonprofit and helping them make a difference in the communities they serve. In an ongoing effort to continue professional development, Brian earned the Certified Investment Management Analyst designation under the joint auspices of the Wharton School of Business, University of Pennsylvania, and the Investment Management Consultants Association (IMCA). He also earned the Accredited Investment Fiduciary designation and holds his Masters in Nonprofit Management from the University of San Francisco.
Brian specializes in the following areas:
• Investment management for Nonprofits
• Impact investing
• Faith-based investing
• Investment policy statement development
• Investment manager selection
Brian regularly speaks at national and regional conferences on subjects ranging from portfolio design and implementation, to building consensus on an investment committee, fiduciary education/liability, industry ethics, developing socially responsible investment strategies, and impact investing. He has been recognized as an industry leader in national publications. In addition, Brian is a member of the Social Investment Forum and the Investment Management Consultant Association (IMCA) Ethics Committee.
Top 1,200 Financial Advisors
2014–2017 Barron's Top 1,200 Financial Advisors
400 Top Advisors
2013 Financial Times 400 Top Advisors
Top 1,000 Financial Advisors
2010–2013 Barron's Top 1,000 Financial Advisors
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1As of December 30, 2017
This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the tenth annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers in Palm Beach, FL, from December 2 to 4. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning.
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CRC# 2108324 (06/18)