CONFERENCE SPEAKERS
Phil Shaffer
Managing Director, Graystone Consulting
Phil Shaffer is a Managing Director of Morgan Stanley and Institutional Consulting Director of Graystone Consulting, a national leader in providing investment-consulting advice to institutional investors, family offices and private clients.
Mr. Shaffer oversees the Graystone office in Columbus, Ohio where he plays an integral role in strategic portfolio construction, asset allocation research and investment manager due diligence.
Phil has consistently been recognized as one of the most highly qualified investment consultants in the industry and was named one of “Barron’s Top 100 Financial Advisors in America” in 2011, 2012 and 2013.
Mr. Shaffer entered the investment field with E.F. Hutton in 1980. He is a member of the Investment Management Consultants AssociationSM (IMCA) and the Association of Professional Investment Consultants (APIC). He has received numerous industry awards and is a frequent and popular speaker at investment industry conferences.
Phil is a graduate of The College of Wooster, and holds the designation of Certified Investment Management Analyst SM through the Investment Management Consultants Association SM curriculum at the Wharton School of Business, University of Pennsylvania.
Phil and his wife Melissa are active members of the philanthropic community and donate significant time and energy to numerous non-profit organizations.
