Yussef Gheriani, CIMA®

Yussef Gheriani is the Chief Investment Officer at IHT Wealth Management and a trusted investment partner to Harbor Wealth. As a Certified Investment Management Analyst® (CIMA®) with over 15 years of experience in financial services, Yussef brings deep knowledge in portfolio construction, risk management, and capital market analysis.

Yussef and his investment team are integral to Harbor Wealth’s investment process, working behind the scenes to evaluate market conditions, review portfolio allocations, and ensure our clients’ investments are positioned for long-term success. His disciplined, research-driven approach supports our mission to deliver institutional-quality investment oversight in a personalized, client-first environment.

Prior to joining IHT, Yussef held investment and advisory roles at J.P. Morgan, Northern Trust, and UBS, where he advised high-net-worth individuals and institutions. He holds the Certified Investment Management Analyst® designation, administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management.

Yussef holds a degree in economics from the University of Michigan and currently resides in the Chicago area.