#United States #New York #Cohen & Steers #Brad Ispass #Enterprise Wealth

Cohen & Steers Appoints Brad Ispass as Head of Enterprise Wealth

Cohen & Steers, Inc. has officially announced the appointment of Brad Ispass as the Head of the newly created Enterprise Wealth Group, signaling a strategic shift in their operations to better navigate the growing wealth management market in the U.S. This newly established position is designed to spearhead the firm’s ambitious plans for expansion within this crucial sector.

The announcement, made on June 24, 2025, emphasizes the company's dedication to strengthening its market presence. Brad Ispass will directly report to Dan Noonan, Executive Vice President and Head of U.S. Wealth, who expressed enthusiasm about the new group’s formation. "The creation of the Enterprise Wealth Group is a pivotal move in our strategy to grow market share in our core asset classes, expand into private assets and ETFs, and drive organic growth from the rapidly expanding RIA (Registered Investment Advisors) market. Brad's leadership will be instrumental in executing this vision," said Noonan.

Ispass brings with him a robust background in sales management and strategic distribution with an extensive career spanning over two decades. Before joining Cohen & Steers, he served as the Head of U.S. Advisory Distribution at DWS Group. There, he played a crucial role in leading the U.S. Wholesale segment and was heavily involved in key account management, investment platform coverage, and enterprise RIA strategy.

The Enterprise Wealth Group consists of three specialized teams aimed at optimizing their wealth management services. These teams include:

• - Global Strategic Accounts: This team will manage relationships with full-service broker-dealers, sub-advisory partnerships, Outsourced Chief Investment Officers (OCIOs), and global banking institutions.
• - Independent Platforms: This unit will focus on custody and clearing firms, independent hybrid firms, Turnkey Asset Management Partners (TAMPs), as well as national and enterprise platforms.
• - Enterprise Wealth Sales: This department will concentrate on sales and client development targeting the enterprise and multi-family office RIA market.

The establishment of this group marks a significant investment in talent and infrastructure by Cohen & Steers aimed at supporting its long-term growth strategy within the wealth management landscape. The firm's efforts are evident from their previous strategic moves; in 2023, they appointed John Moore to create a Private Wealth Solutions team, which supports the expansion of their private real estate initiatives. Additionally, they recently appointed Griffin Frank and Alexander Berg for Head of ETF Capital Markets and Head of ETF Sales roles, respectively, further consolidating their capabilities in the exchange-traded funds marketplace.

Founded in 1986, Cohen & Steers has established itself as a leading global investment manager that specializes in real assets and alternative income streams. Their portfolio includes listed and private real estate, preferred securities, infrastructure investments, resource equities, and various commodities. With headquarters in New York City and international offices in major financial centers such as London, Dublin, Hong Kong, Tokyo, and Singapore, Cohen & Steers is committed to innovating and expanding its service offerings in the financial management domain. The firm’s ongoing initiatives speak to their proactive approach in addressing the needs of an evolving marketplace.

This latest appointment is expected to bolster the firm’s existing wealth management strategies while also setting new milestones for growth and engagement across varied investor demographics. As the landscape of wealth management becomes increasingly competitive, such appointments highlight Cohen & Steers' proactive approach towards securing a significant foothold in the U.S. market.