Morgan Stanley
Youssef Zohny, CAIA, has extensive experience in asset management and wealth management, currently serving as Managing Director, Institutional Consulting Director, International Advisor, and Portfolio Manager at Morgan Stanley since March 2017. Prior to this role, Youssef Zohny worked at Richardson Wealth from November 2011 to March 2017 as Director of Wealth Management and Portfolio Manager, where efforts were focused on helping clients navigate wealth-related challenges with a successful investment methodology. Earlier experience includes serving as a Portfolio Manager at Van Arbor Asset Management from January 2007 to August 2011, where Youssef Zohny transitioned from a quantitative analyst to a key portfolio manager overseeing alternative equity funds. Youssef Zohny holds an Executive Education certificate from Harvard Business School, along with a Bachelor of Arts in Economics and a Bachelor of Science in Physics and Mathematics from The University of British Columbia, and a Diploma in Commerce & Business Administration from Douglas College.
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