Graystone Consulting Expands Presence in the Midwest and Adds Institutional Consulting Team
September 17 2014 - 12:30PM
Business Wire
Graystone Consulting, a business of Morgan Stanley, announced
today that it has hired The Brice Group – a team of seven
investment professionals to serve institutional and individual
clients in the Midwest.
Based in Birmingham, MI, 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 $4.5 billion
in client assets, which includes corporations, 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.
“We are pleased to welcome this successful and very experienced
team to Graystone Consulting,” said 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
U.S.,” said Marc Brookman, Managing Director and Head of Graystone
Consulting.
The Brice Group was established in 1967, and both Brian and Tim
have over 25 years of professional experience in the industry.
Brian received his bachelor’s degree from Hillsdale College. Tim is
a graduate of Albion College. Both hold the Certified Investment
Management Analyst certification from the Investment Management
Consultants Association in affiliation with the Wharton School of
Business.
The team has been consistently recognized on PLANADVISOR
Magazine’s listing of “Top 100 Retirement Advisors in America”
(2011-2014) and Barron’s listing of “Top 1200 Advisors” (2009,
2011-2014).
Graystone Consulting provides a comprehensive range of
investment consulting services to institutional clients, which
include corporations, endowments and foundations, health care
organizations, insurance entities, state and local governments,
Taft-Hartley funds and family offices. Tailored investment advice
is delivered by Institutional Consulting Directors, experienced
investment professionals who are backed by a dedicated consulting
team and the broad resources of Morgan Stanley. For further
information, please visit
www.morganstanley.com/graystoneconsulting.
Morgan Stanley (NYSE: MS) is a leading global financial services
firm providing a wide range of investment banking, securities,
investment management and wealth management services. With offices
in more than 43 countries, the Firm's employees serve clients
worldwide including corporations, governments, institutions and
individuals. For further information about Morgan Stanley, please
visit www.morganstanley.com.
Investment Management Consultants Association, Inc. owns the
marks CIMA®, Certified Investment Management AnalystSM (with graph
element)®, and Certified Investment Management AnalystSM.
Source: PLANADVISER.com, “PLANADVISER’s Top 100 Retirement Plan
Advisers.” To be considered for this list, advisers had to either
submit information and references or be nominated and enter the
award process for PLANSPONSOR Retirement Plan Adviser of the
Year—individual, team or multi-office team. Award nominations were
solicited online from retirement plan advisers, their employers
and/or broker/dealers, and plan sponsors, as well as from working
partners of the advisers, such as investment vendors, accountants,
attorneys and pension administrators. Nominees were then asked to
complete a form, providing various details about their practice.
Advisers could also, for the first time, submit such information
unsolicited, although not to be considered for the awards. The
PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year
awards are based on both qualitative and quantitative factors. The
most successful lists are drawn solely from a smaller set of
quantitative factors and information supplied by the advisers
themselves. Due to the differences in evaluation factors, finalists
for the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the
Year awards are not necessarily included on the "Top 100" listing.
Neither Graystone Consulting nor its financial advisors pay a fee
to Plan Sponsor / Plan Adviser in exchange for the rating.
Tax laws are complex and subject to change. Morgan Stanley Smith
Barney LLC (“Morgan Stanley”) , its affiliates and Morgan Stanley
Financial Advisors and Private Wealth Advisors do not provide tax
or legal advice and are not “fiduciaries” (under ERISA, the
Internal Revenue Code or otherwise) with respect to the services or
activities described herein except as otherwise agreed to in
writing by Morgan Stanley. This material was not intended or
written to be used for the purpose of avoiding tax penalties that
may be imposed on the taxpayer. Individuals are encouraged to
consult their tax and legal advisors (a) before establishing a
retirement plan or account, and (b) regarding any potential tax,
ERISA and related consequences of any investments made under such
plan or account.
Source: Barron's “Top 1,200 Advisors,” as identified by Barron's
magazine, using quantitative and qualitative criteria and selected
from a pool of over 4,000 nominations. Advisors in the Top 1,200
Financial Advisors have a minimum of seven years of financial
services experience. Qualitative factors include, but are not
limited to, compliance record and philanthropic work.
Investment performance is not a criterion. The rating may not be
representative of any one client's experience and is not indicative
of the financial advisor's future performance. Neither Morgan
Stanley Smith Barney LLC nor its Financial Advisors or Private
Wealth Advisors pays a fee to Barron's in exchange for the
rating. Barron’s is a registered trademark of Dow Jones &
Company, L.P. All rights reserved.
© 2014 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone
Consulting is a business of Morgan Stanley Smith Barney LLC.
CRC 1013432 09/2014
Media RelationsChristy Jockle, 914-225-6827
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