Our Story
The Zohny Group of Graystone Consulting at Morgan Stanley is composed of a team of experienced and knowledgeable investment professionals fully focused and dedicated to providing their direct clients with first-class service and solutions. We are based in Morgan Stanley’s prestigious San Francisco California Complex, and serving clients in Canada, the US, and Offshore.
Over the years, we have developed a results-driven business model for an exclusive set of client relationships. Today, we are honored to work with an exceptional group of individuals, family offices and institutional / corporate advisory relationships. This approach of working with fewer than 40 clients enables us to personally understand each specific situation on a detailed level, so we may design truly bespoke solutions and strategies to accomplish their longer term objectives.
Youssef Zohny, CAIA is the Founder of The Zohny Group of Graystone Consulting at Morgan Stanley. He has over two decades of experience in Investment Consulting, Wealth Management, and Portfolio Management, and is licensed as a Financial Advisor with Morgan Stanley in the U.S. 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 2025, 2024, 2023, 2022, 2021, 2020, and 2019 Top 50 Institutional Consultants.
The Zohny Group currently advises on more than $24.5 Billion USD in assets (as of December 2025) and is part of the $747.1 Billion Graystone Consulting division of Morgan Stanley, which has an aggregated $9.3 Trillion USD of client assets under management.
Our open architecture platform and fiduciary capacity drives objective, comprehensive investment management solutions that are capable of strategically advising on your global assets. We work closely with your existing team of professionals in a collaborative, trust building, and integrated process.
You can rely on our team of professionals and world class resources and experts to help preserve, and efficiently manage, what you have worked so hard to earn and achieve. Each member of our consulting team is dedicated to ensuring your custom-tailored strategy is right for your needs, is successfully implemented, and is delivered with best-in-class service.