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.
