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Cohen & Steers Names New Head of Wealth Management Consulting Group

Cohen & Steers Inc., a global investment manager specializing in real assets and alternative income, named Daniel Noonan as executive vice president and head of the Wealth Management Consulting Group.

In this role, Noonan will lead teams focused on the registered investment adviser, broker-dealer, U.S. private bank, multi-family office, outsourced chief investment officer, and retirement channels. He reports to Dan Charles, head of global distribution.

Noonan joins Cohen & Steers with over 20 years of financial services experience. He most recently served as senior managing director and head of enterprise wealth and private capital group at Nuveen and replaces Kimberly LaPointe who left for Macquarie Asset Management in February 2024.

“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. 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,” said Dan Charles, Cohen & Steer’s head of global distribution.

Prior to joining Nuveen in 2022, Noonan worked at PIMCO as executive vice president and head of ETF sales, and at State Street Global Advisors as managing director and head of wealth management sales.

“We see an opportunity for financial advisers 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 advisers meet their clients’ needs using real assets to pursue attractive risk-adjusted returns and diversification,” said Joe Harvey, chief executive officer and president of Cohen & Steers.

In previous Cohen & Steers reporting by The DI Wire, its Income Opportunities REIT, a non-traded real estate investment trust, announced its acquiring of an open-air community shopping center in Dallas – the first investment by the REIT, which launched an offering in February 2023 that seeks to raise up to $3 billion.

Cohen & Steers is a global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in Dublin, Hong Kong, London, Singapore, and Tokyo.