As an integral member of the TGS trading team, Yousef places investment trades and implements investment strategies designed to meet clients’ unique goals. He plays a key role on the portfolio and data side as well, supporting performance tracking, analysis, and the development of actionable insights for advisors and clients alike. Yousef also assists with building comprehensive financial plans and proposals, ensuring that each client’s objectives are thoughtfully addressed.

Yousef graduated from Haverford College with a degree in economics and a concentration in mathematics, equipping him with strong analytical and problem-solving skills. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and he looks forward to enhancing his expertise in financial planning and client service.

Outside of work, Yousef resides in Philadelphia and enjoys playing soccer, reading, and exploring new restaurants.