Cohen & Steers hires new leader for Wealth Management Consulting Group

Cohen & Steers hires new leader for Wealth Management Consulting Group
New appointment is 20-year industry veteran formerly with Nuveen.
JUN 06, 2024

Cohen & Steers has appointed a new head for its Wealth Management Consulting Group.

With 20 years of financial services industry experience, Daniel Noonan joins the firm as a senior vice president with a focus on the RIA, broker-dealer, U.S. private bank, multi-family office, OCIO and retirement channels.

Noonan was previously senior managing director and head of Enterprise Wealth and Private Capital Group at Nuveen since 2022 and has also been EVP and head of ETF sales at Pimco and managing director and head of Wealth Management Sales at State Street Global Advisors.

"Our Wealth Management Consulting Group continues to be a key organic growth driver for our firm as we innovate new strategies and solutions across real assets and alternative income,” said Dan Charles, head of Global Distribution. “Dan's experience, particularly within the private wealth channel, will be critical as we expand our firm's capabilities across both listed and private real estate."

Cohen & Steers has a focus on real assets and alternative income and CEO & president Joe Harvey says this is a potential growth area for advisors.

"We see an opportunity for financial advisors and their clients to embrace real assets in the new macroeconomic regime characterized by higher inflation, higher interest rates and increased market volatility. Under Dan's leadership, the Wealth Management Consulting Group will continue to help financial advisors meet their clients' needs using real assets to pursue attractive risk-adjusted returns and diversification."

Latest News

Texas man says SEC and fund could make him pay twice
Texas man says SEC and fund could make him pay twice

A $141M judgment and a federal asset freeze collide over one shrinking pool

Osaic executives Kristy Britt and Greg Cornick to leave
Osaic executives Kristy Britt and Greg Cornick to leave

The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.

Estate planning becomes a client retention issue for financial advisors, survey finds
Estate planning becomes a client retention issue for financial advisors, survey finds

Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.

Candidly adds AI agents for Trump Accounts, workplace benefits
Candidly adds AI agents for Trump Accounts, workplace benefits

CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.

BMO adds three advisors in Dallas amid Y'all Street wealth boom
BMO adds three advisors in Dallas amid Y'all Street wealth boom

The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

SPONSORED Why direct indexing stopped being optional

Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.