Cohen & Steers Appoints Kimberly LaPointe as Head of Wealth Management Consulting Group
Cohen & Steers has appointed Kimberly LaPointe as the new Executive Vice President and Head of the Wealth Management Consulting Group. With 30 years of experience, LaPointe previously led PGIM Investments' expansion into Europe and Asia. Her role will focus on enhancing services in various channels, including RIA and private banking. CEO Joe Harvey emphasized the significance of her leadership during an anticipated shift towards real assets and alternative income. This strategic move is expected to bolster the firm's growth and strengthen its market position in the investment landscape.
- Kimberly LaPointe brings 30 years of financial services experience, enhancing leadership.
- Her previous role at PGIM Investments shows a strong background in global expansion.
- Focus on real assets and alternative income aligns with current market trends.
- Potential challenges in continuity during the transition to new leadership.
- Experience gap may affect team dynamics initially.
NEW YORK, Jan. 18, 2023 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) has named Kimberly LaPointe as Executive Vice President and Head of the Wealth Management Consulting Group. As Head of the Wealth Management Consulting Group, Ms. LaPointe will lead teams focused on the RIA, broker-dealer, U.S. private bank, multi-family office, OCIO and DCIO channels. She reports to Dan Charles, Head of Global Distribution.
Ms. LaPointe joins Cohen & Steers with 30 years of financial services experience. She most recently served as Executive Vice President and Head of PGIM Investments International where she led the firm's expansion into Europe and Asia. Prior to joining PGIM Investments in 2005, she worked at JP Morgan Asset Management as a Vice President and at Dean Witter InterCapital as an analyst.
Dan Charles, Head of Global Distribution, said:
"As real assets and alternative income continue to grow within asset allocations, Cohen & Steers is well positioned to help financial advisors and their clients gain access to diversified sources of income and total return strategies. Kimberly brings the experience and strategic vision necessary to lead our high-performing Wealth Management Consulting Group, our largest distribution channel and key contributor for driving organic growth for our firm."
Joe Harvey, Chief Executive Officer and President, said:
"Kimberly joins Cohen & Steers at an exciting time as we move closer to a new investment cycle that we believe will favor real assets and alternative income. Kimberly's leadership will be essential to growing our firm's market position, while helping financial advisors meet their clients' needs, especially as more advisors embrace real assets, including both listed and private real estate."
About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including 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 London, Dublin, Hong Kong and Tokyo.
Website: https://www.cohenandsteers.com
Symbols: NYSE: CNS
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SOURCE Cohen & Steers, Inc.
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