secwatch / observer
8-K filed March 10, 2025, 7:59 PM ET ticker CNS CIK 0001284812
leadership confidence high sentiment neutral materiality 0.50

Cohen & Steers Head of Global Distribution Daniel Charles to retire; search underway

COHEN & STEERS, INC.

item 5.02item 7.01item 9.01

Machine-readable event card

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secwatch.filing_event.v1
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0001284812-25-000101
form_type
8-K
ticker
CNS
cik
0001284812
company_name
COHEN & STEERS, INC.
filed_at
2025-03-10T23:59:59+00:00
discovered_at
2026-05-14T18:03:03.186402+00:00
generated_at
2026-05-25T00:54:09.639419+00:00
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https://secwatch.observer/filing/0001284812-25-000101.md
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https://secwatch.observer/filing/0001284812-25-000101.txt
edgar_index_url
https://www.sec.gov/Archives/edgar/data/1284812/000128481225000101/0001284812-25-000101-index.htm
edgar_primary_document_url
https://www.sec.gov/Archives/edgar/data/1284812/000128481225000101/cns-20250310.htm
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deepseek-v4-flash:cloud@v2
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Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Departed

Daniel Charles

Executive Vice President and Head of Global Distribution
CNS · COHEN & STEERS, INC.
Filed
March 10, 2025, 7:59 PM ET
On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.

Source-grounded claims

b73c707f86

Daniel Charles departed as Executive Vice President and Head of Global Distribution at COHEN & STEERS, INC..

On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.

SEC 8-K Item 5.02 confidence 0.95 SEC evidence

Comparable filings

LPX

LP Building Solutions announces CFO succession: Alan Haughie to retire; Aaron Howald named CFO effective Sept 1, 2026

LOUISIANA-PACIFIC CORP June 1, 2026, 4:31 PM ET leadership Items 5.02, 7.01, 9.01

same fact type: executive_change same SEC item: 5.02, 7.01, 9.01 same event type: leadership similar materiality

This filing

On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.

Comparable filing

On May 27, 2026, Alan J.M. Haughie, Executive Vice President and Chief Financial Officer of Louisiana-Pacific Corporation (“LP”, the “Company”), notified the Board of Directors of LP (the “Board”) of his intention to retire from the role of Executive Vice President and Chief Financial Officer, effective September 1, 2026.

Filing page SEC filing

LOGC

ContextLogic appoints Scott Stewart as CFO & COO effective June 1; interim CFO resigns

ContextLogic Holdings Inc. June 1, 2026, 4:15 PM ET leadership Items 5.02, 7.01, 9.01

same fact type: executive_change same SEC item: 5.02, 7.01, 9.01 same event type: leadership similar materiality

This filing

On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.

Comparable filing

On June 1, 2026 the Company also announced the appointment of Scott Stewart, age 53, as Chief Financial Officer and Chief Operating Officer, effective June 1, 2026 (the “Effective Date”).

Filing page SEC filing

MGNO

Magnolia Bancorp names Robert Kimbro President/CEO; Hurley becomes Executive Chair

Magnolia Bancorp, Inc. June 1, 2026, 2:15 PM ET leadership Items 5.02, 5.07, 7.01, 9.01

same fact type: executive_change same SEC item: 5.02, 7.01, 9.01 same event type: leadership similar materiality

This filing

On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.

Comparable filing

On May 28, 2026, both the Company and the Association appointed Robert W. Kimbro as their President and Chief Executive Officer effective as of June 1, 2026.

Filing page SEC filing

FUSE

Fusemachines appoints AI pioneer Dr. Julia Hirschberg to board; Shrestha resigns

Fusemachines Inc. June 1, 2026, 8:18 AM ET leadership Items 5.02, 7.01, 9.01

same fact type: executive_change same SEC item: 5.02, 7.01, 9.01 same event type: leadership similar materiality

This filing

On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.

Comparable filing

Effective May 31, 2026, the board of directors (the “Board”) of Fusemachines Inc., a Delaware corporation (the “Company” or “Fusemachines”), following the recommendation of the Nominating and Corporate Governance Committee of the Board (the “Nominating Committee”), appointed Julia Hirschberg as a member of the Board as a Class II director, until the Company’s 2027 annual meeting of stockholders or until Ms. Hirschberg’s successor is duly elected and qualified.

Filing page SEC filing

CG

Carlyle appoints Kate Heinzelman as General Counsel; Jeff Ferguson to be Senior Advisor

Carlyle Group Inc. June 1, 2026, 8:00 AM ET leadership Items 5.02, 7.01, 9.01

same fact type: executive_change same SEC item: 5.02, 7.01, 9.01 same event type: leadership similar materiality

This filing

On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.

Comparable filing

Mr. Ferguson will become a Senior Advisor to Carlyle

Filing page SEC filing

ATH-PA

Athene appoints Matthew Michelini as President effective July 1, 2026

Athene Holding Ltd. June 1, 2026, 7:36 AM ET leadership Items 5.02, 7.01, 9.01

same fact type: executive_change same SEC item: 5.02, 7.01, 9.01 same event type: leadership similar materiality

This filing

On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.

Comparable filing

On June 1, 2026, Athene Holding Ltd. (the “Company”) appointed Matthew Michelini President of the Company, with such appointment to be effective as of July 1, 2026.

Filing page SEC filing

HSY

Hershey names Mitchell Arends as Chief Supply Chain Officer; Jason Reiman to retire after 30 years

HERSHEY CO May 28, 2026, 4:26 PM ET leadership Items 5.02, 7.01, 9.01

same fact type: executive_change same SEC item: 5.02, 7.01, 9.01 same event type: leadership similar materiality

This filing

On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.

Comparable filing

Mr. Reiman will step down from his current role on June 22, 2026, and will remain with the Company as Senior Vice President, Supply Chain Modernization to assist with the transition of his responsibilities until his retirement.

Filing page SEC filing

FERRELLGAS PARTNERS FINANCE CORP

Ferrellgas appoints Andrew Safran to board; Pamela Breuckmann named Vice Chair

FERRELLGAS PARTNERS FINANCE CORP May 28, 2026, 4:10 PM ET leadership Items 5.02, 7.01, 9.01

same fact type: executive_change same SEC item: 5.02, 7.01, 9.01 same event type: leadership similar materiality

This filing

On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.

Comparable filing

On May 21, 2026, Andrew Safran was appointed to the Board of Directors (the “Board”) of Ferrellgas, Inc., the general partner (the “General Partner”) of Ferrellgas Partners, L.P. and Ferrellgas, L.P. (the “Company”).

Filing page SEC filing

Source: SEC EDGAR
accession 0001284812-25-000101
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