Youssef Zohny, CAIA in

Youssef Zohny, CAIA

Sharpshooter · DISC type CD
Managing Director, Institutional Consulting Director, International Client Advisor at Morgan Stanley
📍 San Francisco Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
18 Years
Current Role
Managing Director, Institutional Consulting Director, International Client Advisor
Job Level
Mid-senior
Location
San Francisco Bay Area, United States
Personality Overview

How Youssef shows up

Fast But Analytical
Precise But Practical
ROI Driven

They like to move fast and expect the same from others. They prefer to be the ones controlling the conversation or defining the terms. They are not always relationship oriented.

Priorities

Topics Youssef cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2017
Managing Director, Institutional Consulting Director, International Client Advisor
Morgan Stanley
11-2011 - 3-2017
Director, Wealth Management, Portfolio Manager
Richardson Wealth
1-2007 - 8-2011
Portfolio Manager
Van Arbor Asset Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2019
Executive Education
Harvard Business School
2005 - 2007
Bachelor of Arts (BA)
The University of British Columbia
2003 - 2005
Bachelor of Science (B.Sc.)
The University of British Columbia
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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