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Morgan Stanley's Graystone Consulting Business Welcomes New Group

Eliane Chavagnon Editor - Family Wealth Report September 19, 2014

Morgan Stanley's Graystone Consulting Business Welcomes New Group

Graystone Consulting, a Morgan Stanley business, has hired The Brice Group – a team of seven investment professionals to serve institutional and individual clients in the Midwest.

Graystone Consulting, a Morgan Stanley business, has hired The Brice Group – a team of seven investment professionals to serve institutional and individual clients in the Midwest.

The team includes two institutional consulting directors: Brian and Tim Brice - both managing directors. They 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 corporations, endowments and foundations, healthcare 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.

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