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Deals & People September 22, 2014
Graystone Consulting Adds Midwest Team
Graystone Consulting has hired The Brice Group, a team of seven investment professionals, to serve institutional and individual clients in the Midwest.
Reported by PLANADVISER staff
The Brice Group is based in Birmingham, Michigan, and is headed by managing directors Brian and Tim Brice. Both become institutional consulting directors for Graystone Consulting—a role that involves delivering tailored investment advice backed by the resources of Morgan Stanley.
Brian and Tim Brice are 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 $4.5 billion in client assets, which includes retirement plans, endowments and foundations, health care organizations, 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.
Marc Brookman, managing director and head of Graystone Consulting, says the firm is committed to expanding its footprint further in the United States.
More information about the firm is available at www.morganstanley.com/graystoneconsulting.