Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

15614

Graystone Consulting adds Midwest institutional consulting team

RELATED TOPICS​

Graystone Consulting, a business of Morgan Stanley, has hired The Brice Group, a team of seven investment professionals to serve institutional and individual clients in the Midwest.

Based in Birmingham, Michigan, the team includes two institutional consulting directors: Brian and Tim Brice, both managing directors.
 
They will be joined by Rebecca Wolfe, vice president and group director; Ray Fortin, vice president and business development director; Stephanie Mills, institutional consulting associate; Diane Roegner, senior client service associate and Julie Pawlowski, consulting group analyst.
 
The team oversees more than USD4.5 billion in client assets, which includes corporations, endowments and foundations, health care organisations, insurance entities, state and local governments, Taft-Hartley funds, family offices and high net worth individuals. They join from Bank of America Merrill Lynch Global Institutional Consulting.
 
“We are pleased to welcome this successful and very experienced team to Graystone Consulting,” says Patrick O’Donovan, Southeast Michigan complex manager. “Their clients will continue to benefit not only from the team’s high level of skills and experience but also through the expanded and sophisticated institutional capabilities available through our firm.”
 
“The Brice Group is a great fit for Graystone Consulting. The team is a strong new asset for us and reinforces our commitment to this business, as well as our goal to expand our footprint in the US,” says Marc Brookman, managing director and head of Graystone Consulting.

Latest News

DWS has announced the latest development in its strategic growth push in Alternative Credit with..
According to the latest ESG data from PwC Luxembourg finds that investment flows towards EU..
Solactive and private equity data provider CEPRES have established a new partnership for to introduce..

Related Articles

Pension funds
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next decade, industry research reveals...
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next..
Tim Crawmer, Payden & Rygel
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income...
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also,..
Lady justice
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI) strategies received glowing commendations from the Bank of England in its March report...
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI)..
Pension funds
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are coming together to instigate a new industry coalition...
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by