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Graystone Consulting adds Midwest institutional consulting team

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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.

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