Based in both Westlake Village and Beverly Hills, the team includes four new institutional consulting directors and senior vice presidents. They are J. Larry Mills, Christophe Venuti, Bryan Mountain and Marc Roggenkamp.
The directors will be joined by Adam Packer, consulting group analyst, and client service associates Marley Wong, Cheryl Renee Page and Onica Guzman Calderon. The team oversees assets in qualified retirement plans ranging from 401(k)s and 402(b)s to defined benefit and Taft-Hartley arrangements.
The team joins Greystone from UBS and reports to Brian Krueger, an executive director and Morgan Stanley’s Woodland Hills Complex manager.
Graystone Consulting provides a range of investment consulting services to institutional clients, which include corporations, endowments, foundations, health care organizations, insurance entities, state and local governments, Taft-Hartley funds and family offices.
More information is available here.