Cohen & Steers Names Brad Ispass Head of U.S. Wealth, Appoints Paul Bernardi
Cohen & Steers promoted Brad Ispass to Head of U.S. Wealth, structuring distribution into four segments and appointed Paul Bernardi as Head of U.S. Wealth Sales. The firm recorded seven consecutive quarters of net positive inflows and plans to accelerate asset growth in real estate strategies and active ETFs.
1. Leadership Appointments
Brad Ispass was promoted to Head of U.S. Wealth and will oversee four distribution segments: Wealth Management Sales, Global Strategic Accounts, Private Wealth Solutions and ETF Sales. Paul Bernardi joined as Head of U.S. Wealth Sales to lead advisory, internal, retirement and RIA sales channels.
2. Growth Strategy & Performance
Cohen & Steers has reported seven straight quarters of net positive inflows in its wealth segment and cites a multi-year favorable environment for its real assets and alternative income strategies. The firm aims to expand assets under management through private real estate strategies and active ETFs under the new leadership structure.