Key Takeaways
- • Brad Ispass promoted to Head of U.S. Wealth at Cohen & Steers (NYSE: CNS), succeeding Daniel Noonan who moved to Head of Global Distribution in November 2025, with responsibility for distribution strategy across all U.S. intermediary channels.
- • U.S. Wealth division restructured into four specialized segments: U.S. Wealth Management Sales, Global Strategic Accounts, Private Wealth Solutions, and ETF Sales, enabling targeted distribution across advisor, RIA, broker-dealer, and private markets channels.
- • Paul Bernardi appointed to newly created position of Head of U.S. Wealth Sales, overseeing advisory, internal, retirement, and Enterprise RIA sales channels.
- • Ispass brings over two decades of sales management and distribution leadership experience, including prior tenure as Head of U.S. Advisory Distribution at DWS Group, and has spent the past year leading Cohen & Steers' Enterprise Wealth Group focused on RIA market expansion and private real estate strategies.
- • Organizational enhancements designed to support growth across registered investment advisor (RIA) market expansion, private real estate strategies, active ETF assets under management, and core asset classes.
Summary
Brad Ispass has been elevated from Head of Enterprise Wealth to Head of U.S. Wealth, where he will oversee distribution strategy and teams across all U.S. intermediary channels. Ispass succeeds Daniel Noonan, who was promoted to Head of Global Distribution in November 2025. Since joining Cohen & Steers approximately one year prior to this announcement, Ispass led the Enterprise Wealth Group with mandates to grow market share in core asset classes, expand into private markets through real estate strategies, increase ETF assets under management, and drive organic growth within the RIA market. He brings more than two decades of experience in sales management and strategic distribution leadership, previously serving as Head of U.S. Advisory Distribution at DWS Group.
The U.S. Wealth division will now operate as four distinct segments under Ispass' leadership: U.S. Wealth Management Sales (advisor, retirement, and Enterprise RIA channels); Global Strategic Accounts (full-service broker-dealers, independent platforms, TAMPs, sub-advisory relationships, OCIOs, and global banks); Private Wealth Solutions (specialized support for private real estate strategies); and ETF Sales (specialized support for active ETFs).
Paul Bernardi has joined Cohen & Steers in a newly created role as Head of U.S. Wealth Sales, with responsibility for advisory, internal, retirement, and Enterprise RIA sales channels. The structural reorganization positions the firm to pursue growth initiatives across multiple distribution channels while maintaining specialized client service for its real estate and ETF product lines.
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