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

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound