Graystone Consulting - The Swanson Group

Our Story

From humble beginnings in the early 1970s, The Swanson Group at Graystone Consulting has grown into a full-service institutional investment consulting team.

Today, we are a deeply resourced group of seasoned professionals with extensive institutional investment consulting experience. We believe the diversity of our team's backgrounds – from gender, age and culture to specific skills, knowledge and credentials – enable us to deliver fresh ideas and forward-thinking strategies that challenge conventional solutions.

Over the years, we have developed distinct capabilities and a focus on providing “high touch, hands on” service to higher education, faith-based, non-profit and family office entities.

We concentrate on delivering capital market and fiduciary knowledge, and see our role as providing sophisticated institutional thinking and industry best practices that address the challenges you face now and down the road.

We look forward to sharing our knowledge, insights and experience with you.
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Jonathan Swanson

Institutional Consultant

Phone:
(515) 224-5544(515) 224-5544
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Rachel Shanley Stauffer's PhotoNotch
Rachel Shanley Stauffer

Institutional Consultant

Phone:
(515) 224-5572(515) 224-5572
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Keith K Swanson's PhotoNotch
Keith K Swanson, CIMA®

Managing Director, Wealth Management, Private Wealth Advisor, Institutional Consulting Director

Phone:
(515) 224-5501(515) 224-5501
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Meredith S Parrish, CIMA®

Second Vice President, Private Wealth Advisor, Institutional Consultant

Phone:
(515) 224-5504(515) 224-5504
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Daniel R Berggren

Phone:
(515) 224-5515(515) 224-5515
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Jean Chihak

Phone:
(515) 224-5513(515) 224-5513
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Deborah Kearney's PhotoNotch
Deborah Kearney

Phone:
(515) 224-5518(515) 224-5518
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Missie Schlegel's PhotoNotch
Missie Schlegel

Phone:
(515) 224-5561(515) 224-5561
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Ann R. Fredericks's PhotoNotch
Ann R. Fredericks

Phone:
(515) 224-5514(515) 224-5514
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Our Offices

505 Market St
Ste 300
West Des Moines, IA 50266
US
Direct:
(515) 224-5544(515) 224-5544

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Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.


CRC# 2108324 (06/18)