Diane Kirueshkin-Stepanoff is an Institutional Investment Consultant at Morgan Stanley-Graystone Consulting in the San Francisco Bay Area.

Graystone is a global leader and pioneer in the fiduciary management business. We offer the vast resources of a global investment organization in a customized format tailored to address each client’s needs. Services: Traditional Consulting (non-discretionary) & Outsourced CIO Services (discretionary) • Investment Policy • Asset Allocation • Manager Selection • Risk Management and Monitoring • Performance Reporting and Analysis • Investment Office Services Graystone Corporate Accolades: • #1 ...

Graystone is a global leader and pioneer in the fiduciary management business. We offer the vast resources of a global investment organization in a customized format tailored to address each client’s needs. Services: Traditional Consulting (non-discretionary) & Outsourced CIO Services (discretionary) • Investment Policy • Asset Allocation • Manager Selection • Risk Management and Monitoring • Performance Reporting and Analysis • Investment Office Services Graystone Corporate Accolades: • #1 Number of Nonprofit Clients: (PlanSponsor) • #2 Institutional Consulting Assets: (Pension & Investments) • #1 Asset Allocation Advice (Greenwich Associates) • #1 Investment Manager Knowledge (Greenwich Associates) • #1 Investment Manager Due Diligence (Fundfire) • Pioneer in Investment Consulting/Advisory services:  since 1973 Graystone Menlo Park Team Accolades: • Research magazine’s annual “Top Advisor Teams in America” (2006-2009) • Team Lead Dana Jackson recognized in Barron’s  magazine:  “California’s Top 100 Financial Advisors” (2009-2014) “America’s Top 100 Financial Advisors” (2005-2011) Education Cornell University BS, Economics