Member Spotlights: Celebrating 40 Years of Exceptional Advisors


Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.

This Month's 40th Anniversary Spotlight


Norman Nabhan, CIMA®, AIF

Managing Director, Graystone Consulting
Member since 1991


What inspired you to join the Investments & Wealth Institute initially?

I wanted to increase my knowledge of the investment landscape and particularly the institutional marketplace

What do you like to do for fun?

Ski and hunt birds

What is something not many people know about you?

That I love to cook, pair wines and entertain

As the Institute celebrates 40 years, what are your hopes for its future?

I hope that it will continue providing high end training for the specific market segments that it has identified. Most firms do not provide advanced training like IWI does.

What is the best vacation you've taken?

When I skied the 12 Valees in France. Literally skiing from one ski resort to the next in the French Alps with a group of friends. Hard skiing and great food.

Can you share one of your favorite memories from an Institute event or program?

After a half day at the Wharton program, I realized that the reason it was one of the top business schools in the country was that its professors were truly exceptional teachers.

Past Spotlights

Daniel Roland

Randy Garcia

David Thomas

Kaon Nelson

Alex Ugge

Kathleen Adams

Duane Silbernagel

Nicholas Clay

Jennifer Mulrooney

Chad Holmes

Daniel Beckerman

Calvin Richardson

Craig Vassell

Kimanshu Shah

Valerie Bowman

Daniel Gao

Samuel Ogbonna

Brian Murello

Thomas Richter

Radene Gordon-Beck

Eric Kala

Moe Allain

Chad Hauser

Did You Know?

Your Membership Just Got an Upgrade

IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.

Learn More