He earned a BA in History from the University of Chicago and an MBA from NYU. AllianceBernstein ( AB 0.03%), an asset manager, outperformed its competitors in the first six months of 2021 with a return of 38%, according to S&P Global Market Intelligence. This might drive the stock higher in the near term. January 12, 2023. UPC: 8436563181948. Technology; Cyber security; Advances in Tech; Notices and Calendars. Prior to joining the firm in 2009, Geoff worked at Fox-Pitt, Kelton and Citigroup. Before her equity research career, Chen worked at PricewaterhouseCoopers Beijing as an auditor for 3 years and briefly spent time in Caijing Magazine as a reporter. AllianceBernstein provides industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. Prior to that, he spent two years in Merrill Lynch's Investment Banking analyst program. Prior to joining Autonomous, Yundi was an Associate Analyst in the Financial Institutions Group at Fitch Ratings in Beijing, where he has been analysing Chinese financial institutions. Excellence in investment research and trading is the core of our sell-side research units business. Alliancebernstein Review. Open side navigation menu . Human Capital: Prior to joining Autonomous in 2017, Maeshal was at JPMorgan for 5 years on their corporate development team, where he worked with C-suite management on strategic planning. Recognising the growing role of passive investment vehicles in the fixed income markets, the core idea is to transfer diversified risk baskets, as opposed to large blocks of idiosyncratic risk, which the sell-side do not want to buy because they cant hedge it. This requires not only electronic process change but also behavioural process change from traders and the investment team in how they approach risk management and portfolio optimisation. . The median estimate represents a 87.79 . [10][11], In 2019, AllianceBernstein partnered with Columbia University to provide training courses on sustainability and environmental sciences to its staff of investors. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. The Sales team maintains strong relationships with institutional clientsincluding mutual funds, hedge funds, and advisors who manage pensions and endowmentsto sell our services. Jan spent the past five years as an equity salesperson at top-ranked Emerging EMEA investment bank, WOOD & Co. Jan draws upon his vast experience living and working in emerging markets along with first-hand knowledge of the GEM corporate universe to generate ideas. [19], AllianceBernstein provides investment services for institutions. AB Stock Price Trend (Seeking Alpha) Sell side analysts expect a respectable 9.9% EPS growth this year (average of 4 . Farquhar holds a MA Honours degree in Economics from Cambridge University. Bundle Description: This item may take up to 4 days of additional processing time. There, he spent the last 12 years in credit sales covering Northern European across the UK, Netherlands and Nordic region. Analysts project a profit of 46 cents a share, a rise . He started his career at Towers Watson, where he qualified as an actuary. It offers mutual funds, closed-end funds, managed accounts, sell-side research, institutional trading and other services. Kelsey holds a BA in Business Administration from Hong Kong University of Science and Technology, where she graduated in the top 1% of her class. Rosenberg was the interim head of trading at AllianceBernstein before Whalen was hired in 2009. In fixed income, weve had relatively little direct regulatory intervention, but we all recognise that to compete going forward we have to be able to do things in a much more efficient manner.This article was originally published in the FILS in Philly Today magazine, produced by The TRADE, which was distributed to attendees of this years Fixed Income Leaders Summit USA conference. [20], The retail part of AllianceBernstein provides financial professionals and individual investors with investments, research and tools that cover mutual funds, Managed Accounts, College Saving, Retirement Saving, and Insurance Services. AllianceBernstein. Stephen joined Autonomous in September 2019. AllianceBernstein (NYSE: AB) is an investment management firm with $643 billion in assets under management. There are also similar developments in our analyst and portfolio management teams. Corinne has a first class honours degree from the Guildhall University and holds the ACIB banking qualification. It takes diverse expertise and skills to design, manage and support a broad span of investment solutions and market research for clients all over the world. Craig currently covers the Speciality Finance and Payments sector, and has been on Wall Street since 1997. LIBOR 3M + Spread. Caroline has a bachelors degree in Industrial Design from Carnegie Mellon University, an MBA and MS from the University of Michigan, and is a Level III CFA candidate. Charlene is considered one of the leading experts on shadow finance in China and on the interlinkages between Chinas monetary and fiscal policy and the countrys sprawling financial system. We are dedicated to building and sustaining a work environment where everyone's feedback is valued and contributions are rewarded. Prior to Bernstein, Kelsey worked at Deutsche Bank covering China cement and oilfield services. The process is automated through our Abbie bot, a virtual portfolio assistant, which can quickly optimise these portfolios, helping traders to price them and transfer the risk. AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management decreased to $646 billion during December. David holds a BA in Economics from Yale with distinction and a MBA from Columbia Business School. We continually seek alpha across asset classes to advance your success. Buy-side Q&A: Jim Switzer, AllianceBernstein. We offer in depth research and analysis, consistently leading the debate on key themes for stocks and markets. In recent years, the buyside has not been immune from downsizing in trading, as technology has allowed desks to do more with less. He previously worked on the US Life Insurance team. Founded: 1967. Learn more on AB's analyst rating history. Before Capital One, Rahul served technology and advanced industry clients at McKinsey & Company, and started his career at Rolls-Royce plc. How is the rise of passive investment vehicles changing the fixed income market? He headed trading from 2006 to 2009. Ken joined Autonomous in 2016 and has been covering the Payments and Fintech sector. Wall Street is optimistic about AllianceBernstein Holding LP, which is slated to report its first quarter results on Thursday, April 30, 2015. Please see our Privacy Notice for more information on how we use cookies. These services include asset-allocation advice, portfolio analytics, trust and estate planning, and retirement planning. Trading pros say such a firing became inevitable once money managers began a hiring spree of former sellside executives several years ago. We have traders that have traded on all three of emerging markets, investment grade and municipals, while others have moved around between desks geographically. Roughly a dozen traders at AllianceBernstein offices in Sydney, Japan, Hong Kong and London were untouched by layoffs. True to form, her performance at the Manhattan firm was a roller-coaster ride. Research is not simply a priority for AllianceBernstein, it is part of what defines us and distinguishes our firm. Autonomous Research aims to be the leading research provider on financial companies globally. The traders relieved of their duties were Dave Christopher, Lauren Knight, Luke Lyons and Dave Steigerwald. [26], AllianceBernstein is 64 percent owned by Equitable Holdings. Prior to joining the company in Aug 2017, he was a senior China economist in both RHB and CIMB, covering economics, fixed income and local rates in Greater China between 2014 and 2017. Current-Year Estimate Revisions. We like to say that investment research is in our DNA. E . Ryan joined Autonomous in 2018 and has been covering the US Insurance sector since 2012. Dan is a Chartered Accountant and holds a first class masters degree in Chemistry from Southampton University. Our firm was founded in the U.S. in 1967 and in the U.K. in 1999. This cohesiveness fosters collaboration and empowers us to pursue a common goaldelivering better outcomes. All Rights Reserved. Josh joined Autonomous in 2019 after 13 years at Citi Research. He is a CFA charterholder and graduated from the University of Michigan, with a degree in Economics. Rory is well versed in many aspects of the equity research business, having spent several years at Bernstein working first in research marketing and then as a sales assistant on the hedge fund desk. Our client base spans the globe and includes many . He holds a degree in English from Cambridge University. The aim is to look at baskets of risk in a similar way and be able to trade multiple portfolios at the same time. The Sell-Side refers to firms that issue, sell, or trade securities, and includes investment banks, advisory firms, and corporations. As a firm and as individuals, we are committed to continuous improvement. Prior to this, Andrew was on the sell-side as a member of the European insurance equity research team led by Andrew Crean at Citigroup. Copyright 2022, Sanford C. Bernstein & Co., LLC, Bernstein Autonomous LLP, Sanford C. Bernstein (Hong Kong) Limited , Sanford C. Bernstein (India) Private Limited, and Sanford C. Bernstein (Singapore) Private Limited, subsidiaries of AllianceBernstein L.P. All rights reserved. Oliver joined Autonomous in 2019, having previously worked on the European Insurance team at Bernstein since 2015. In 2000, Alliance acquired Bernstein, an institutional house with a thriving private client business and $88 billion in value stocks, for $3.5 billion. We have a unique network across the companies we cover and non-listed institutions while maintaining a broad range of relationships with regulators and key policy makers. Before joining Citigroup Andrew worked as a UK and European insurance analyst at Fox-Pitt Kelton. Reset your Prior to joining Autonomous, Stefan covered Swiss, German, Austrian and French banks for twelve years at Dresdner Kleinwort, UniCredit and RBS. Whalen is joined by a large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket. He earned a BS from Syracuse University. He is a graduate of the University of Virginia and Georgetown University. Fixed Income: We believe this is unsustainable,' he said. Offering investment strategies, investment planning and risk-management services. The company's average rating score is 2.00, and is based on no buy ratings, 4 hold ratings, and no sell ratings. Before joining CIMB, he worked for UOB Kay Hian between 2009 and 2014, as head of China economic research. Davids experience is across the credit spectrum from deeply distressed/stressed up through High Yield and Investment Grade. Alliancebernstein manages $721.8 billion and provides investment advisory services for 23,903 clients (1:55 advisor/client ratio). Ian joined Autonomous in 2016 to cover UK banks and speciality financials. Business data for AllianceBernstein Holding L.P.: This page was last edited on 26 September 2022, at 13:50. Alex joined AB Bernstein in July 2014 after having spent 4 years in an IR Advisory role at Ipreo. Business Development is a conduit to the firms investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis, and education. In 2019 we combined with Bernstein which allows us to broaden our depth of coverage and services, Bernstein AutonomousLLP60 London Wall, London EC2M 5SH, Sanford C. Bernstein & Co., LLC1345 Avenue of the AmericasNew York NY 10019, Sanford C. Bernstein (Hong Kong) Limited39th Floor, One Island East, Taikoo Place18 Westlands Road, Quarry Bay, Hong Kong. David Smith is the Analyst at Autonomous covering US Growth Banks. The team also connects with clients via phone calls, meetings and conferences. Prior to joining Autonomous, Greg was the global financials long/short equity PM at Highbridge Capital. Founded. [18], In March 2022, it was announced that AllianceBernstein and AllianceBernstein Holding had acquired the Minneapolis headquartered CarVal Investors a global private alternatives investment manager. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability. Sell side; Market Data; Tech. Finance: Innovative solutions for global clients ranging from individual investors to the worlds largest institutions. Bank Services He has over 20 years of experience in sell-side high yield research, most recently for 12 years at Deutsche Bank. AB Bernstein: Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. Rachel started her career in 1994 at a small stock brokers in New York, followed by three years at Tate & Lyle supporting the FD. Automation in primary issuance has lagged the secondary markets. He began his career at the Federal Reserve Bank of Atlanta in their supervision and regulation department. Using technology to engage the market quicker and more efficiently really does allow us to generate alpha; we can quantify the benefit to our clients via transaction cost analysis. During the quarter, the stock traded for an average price of $107.65. After Nevsky, Stephen returned to the sell-side, working initially for a research start-up based out of the Fintech community in Level 39, before joining the Specialist Sales desk at UBS. She has 15+ years of experience in strategy and analytics, including as Sr. Director of Strategy & Analytics at Walmart where she built a 50-member internal consulting team based in India and Costa Rica. Geoff joined the firm at inception in 2009, initially covering Central & Eastern European banks from London, before transferring to New York in 2014 where he covered a number of US banks moving to his current role in 2019. We deliver our exclusive insights through a variety of research reports, including our renowned black books. She received a Bachelor of Science from Clemson University and holds a certificate in Marketing Strategy from Cornell Johnson Graduate School of Management. AllianceBernstein declined to comment. 17, 2022 at. Fan holds a Master's degree in Financial Economics from Nottingham University (UK) and is taking a doctorate in Economics at Newcastle University (UK). This has given us a fairly robust picture of the market, which is now informing our approach to direct connectivity, both to ATSs and the sell-side. Multi-Asset Solutions: AllianceBernstein is a research-driven Asset Management firm that is global in scope and client-centered in its mission. Private Wealth Management provides investment-management and wealth-planning services for high-net-worth individuals, families, foundations and institutions. One school of thought is that it is hard to imagine a desk not being impacted with that many traders let go. Pooma started her career in private equity focused on investments along the Silk Road, before going into investment banking focused on real estate finance. Our team is organized across the following Centers of Excellence: Analytics, Benefits, Diversity & Inclusion, Employee Relations, Human Capital Administration, Organizational Development, Recruiting, and Talent Development. Oliver is a CFA charterholder and holds an MA in Physics from Oxford University. AllianceBernstein's AbbieOptimizer is a tool that integrates credit research, pricing . . Learn more about AllianceBernsteinour clients and how we serve them, our research and investment services, our history and our worldwide presence. Before Merrill Lynch, Ed also worked for successful banks teams at Credit Suisse and JP Morgan. Technology: He has a BS degree in Hospitality Management from Widener University. AllianceBernstein provides investment management services to institutional (46% of assets under management), retail (38%), and private (16%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. But several sources said they had never before seen a buyside trading desk take a divot that deep in one shot, losing four tradersnearly half the tradersthere. She is an UCL alumna and holds a postgraduate diploma in Law. Investment research is an important part of our proud past, and will be a key source of our continued growth in the future. The cutbacks only affected the New York desk. Financial Planning & Analysis is responsible for the annual budgeting process, long-term financial forecasts and strategic plans, and providing analytical support to our business units. Prior to UBS she held similar positions at Deutsche Bank, Bank of America Merrill Lynch, and The Royal Bank of Scotland. At AB, were fully invested in being a firm that clients can trust to deliver better outcomes. Rosenberg, like Lyons and Steigerwald, was hired by a former Deutsche associate, Keith Gertsen, who ran trading at AllianceBernstein before Whalen. During his tenure, Gertsen introduced a quantitative group to measure trading costs, called Quant Lab. US Capital Markets Specialty Financials Analyst. David joined from Reorg Research and prior to that spent ten years at CreditSights latterly the last five as Head of Sales - EMEA & APAC working with clients globally from both the sell-side and buy-side. Our quantitative risk-and-return models and asset-allocation research also help us craft effective customized and packaged investment solutions for individuals and institutional investors of various types. Before joining Autonomous, he spent six years at Concorde Securities in Budapest, where he covered CEE stocks. Greater New York City Area . As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. PMG also serves as the contact point with the trading desks as well as with the operations and sales teams. US asset manager warns over 'risk parity'. We embrace innovation to address increasingly complex investing challenges. JS: We still need the people with 20-30 years trading experience, but were interspersing them with traders that have smart order routing skills, or the ability to write code. She received a BA (Hons) in European Business from Portsmouth Business School and a Diplom-Betriebswirt (FH) degree from the Fachhochschule Mnster in Germany. Youdish is a Chartered Accountant and holds a degree in International Business, Finance and Economics from Manchester University. JS: One of the most important things we need is a utility to connect fixed income market participants and trading platforms. Prior to transferring to Autonomous Research, Christian covered US capital markets at Bernstein since 2017. Prior to founding Autonomous in 2009, Ed worked at Merrill Lynch for the top ranked banks team alongside Autonomous co-founders Stuart Graham and Manus Costello. [2], Alliance Capital was founded in 1971 when the investment-management department of Donaldson, Lufkin & Jenrette, Inc. merged with the investment-advisory business of Moody's Investor Services, Inc.[3]. David joined Autonomous in 2019 to lead Credit Research Sales. For the full year, the company is expected to earn $2.81 per share, representing a year-over-year change of -27.76%. Product Strategy & Development designs, develops and manages the firms global lineup of investment services, and considers clients evolving needs to identify new opportunities. Before joining CPPIB Hayley worked at Nomura for five years in the Fixed Income FX Business Management Team. Prior to that he spent five years with KPMG in London, initially in their audit division covering investment banks and subsequently moving to KPMG's corporate finance practice. Britta joined Autonomous in 2009 after having worked in the equity research team at Merrill Lynch, covering German and Benelux banks. Were agnostic to the solution and are willing to listen to the syndicate desks. Youdish joined Autonomous in 2011 and covers Nordic P&C, CEE and UK Motor Insurers. We are mainly buy side to buy side to ensure any unfilled orders are returned in the same shape in which they were given. Corinne started her career in branch banking at NatWest on a graduate programme which soon specialised on credit and the financial sector. As a full-service, global asset-management firm, we're always looking for ambitious, tenacious people to invigorate our different businesses with new ideas. Originated from its founder Sanford C. Bernstein in 1967, whereas Alliance was founded in 1971, the acquisition of Sanford C. Bernstein in 2000 gave this company the captioned name. [14], In April 2021, AllianceBernstein moved to a new headquarters in Nashville, Tennessee. Research is not simply a priority for AllianceBernstein, it is part of what defines us and distinguishes our firm. AllianceBernstein's two top trading executives are both former sellsiders. Andrew holds a BA in modern history from Oxford University. Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. She received her Bachelor degree in Economics from University of International Business and Economics (UIBE) in China and Master in Public Administration (MPA) from Maxwell School of Syracuse University in the US. Prior to joining Autonomous at its launch in 2009, Corinne headed the financials fixed income research team at RBS. Type: Company - Public. Prior to founding Autonomous in 2009, Stuart was the head of European banks equity research at Merrill Lynch. Matt previously worked at firms on both the buy-side (Millennium) and sell-side (Citi) and has experience covering a variety of financials sub-sectors (Capital Markets, Insurance, Payments/FinTech). In PRISM, analysts develop and share views on issuers fundamentalsincluding ESGin a consistent, comparable and quantifiable way across industries, ratings categories and geographies. Yundi joined Autonomous in 2014 and has been analysing China macro-financial developments since then. He holds a BA in Finance and Management from Georgetown University. In July this year AllianceBernstein completed the acquisition of CarVal Investors, a global private alternatives investment manager with $15bn in assets under management, primarily focused on opportunistic and distressed credit, renewable energy infrastructure, specialty finance and transportation investments. We strive to be the best in every aspect of our chosen field. Richard Fellinger joined Autonomous in 2019 and has been working in equity research since 2015. According to analysts' consensus price target of $40.25, AllianceBernstein has a forecasted upside of 3.1% from its current price of $39.03. Before becoming a founding partner of Autonomous he worked at Merrill Lynch for ten years, in both London and New York. Prior to joining Autonomous David was a Senior Associate at Lexington Partners, a private equity secondaries firm. 36162512. The Buy Side refers to firms that purchase securities and includes investment managers, pension funds, and hedge funds. European Payments & FinTech, Senior Analyst. One observer said that even in the aftermath of the financial crisis, when assets under management were under siege, the buyside refrained from widespread layoffs in trading. [6], In February 2018, a senior research analyst of the firm, Paul Gait,[7] defined the Democratic Republic of Congo (DRC) a country rich in cobalt, which is essential to the lithium-ion batteries that drive electric vehicles as economically "the Saudi Arabia of the electric vehicle age. Before joining Fitch Ratings, Charlene served as a Senior Analyst in the Emerging Markets & International Affairs group at the Federal Reserve Bank of New York, where she focused on financial sector reform and monetary policy development in China and other Asian countries. Based on the current quarter's distribution, it yields a robust 9%. Both Gertsen and Tierney have since moved back to their sellside rootsGertsen to Citi and Tierney to Bloomberg Tradebook. One example is the concept of portfolio trading. The city of Bethlehem is not backing down on its bid to buy three churches and a parking lot in the city, officials said Tuesday. [10][11] AllianceBernstein has offices in 46 locations across 22 countries. This group has a presence in the Americas, Europe, Asia and Australia, and is composed of five areas: Private Wealth Management: Before joining Merrill Lynch, Andreas graduated from the University of Mannheim in Germany with a top class degree in Business Administration, majoring in Finance. Where do your priorities lie in terms of optimising AllianceBernsteins fixed income trading operations? Only this fosters long-term relationships. Annie Burke joined Autonomous in 2022 after seven years in the investment bank at UBS, working in Marketing, Corporate Access and Institutional Sales. The quality of our network informs and enriches our research product and ideas. Some quantitative tools help our fundamental analysts improve their forecast accuracy. In todays challenging liquidity conditions, systemisation allows us to use different liquidity strategies. Another thing were focused upon is bot-to-bot trading. Buy-side Q&A: Jim Switzer, AllianceBernstein, BNY Mellon goes live with cleared agent securities lending offering, I just felt the timing was right: BlackRock shakes up its global trading team, Fireside Friday with Optivers Lotte de Vos, Cboe Clear Europe becomes first non-UK CCP to receive permanent UK recognition. Rather than telling us what theyre trying to get done, they ask us what were trying to get done. Before joining Autonomous in 2009, Farquhar covered the Benelux, Swiss and Nordic insurers at Fox-Pitt, Kelton for two years. The trade had a 0.25% impact on the equity portfolio. We believe that investment research is essential to delivering better outcomes for clients. He received his BA in Finance from College of Charleston. Our ambition is to offer best in class coverage of global financials. ESIGHT, our proprietary ESG research and collaboration platform, is a hub for fixed income and equity investment teams to access and share insights about issuers ESG practicesin real time. Before joining Autonomous in 2021, Caroline spent several years at AllianceBernstein covering US Broadlines & Hardlines Retail and brings a unique background in consumer research, business analytics, and multinational operations to her current coverage. According to the issued ratings of 4 analysts in the last year, the consensus rating for AllianceBernstein stock is Hold based on the current 4 hold ratings for AB. Connections to our clients, our culture, one another and the communities we serve. Operations: Christian is a CFA charterholder and holds a double degree (BBA) from DHBW Karlsruhe and the UKs Open University. AllianceBernstein says strategy exacerbates market fragility and worsens sell-offs. It's dedicated to institutional investment-management services, private client administration, fund services, brokerage operations and change agents. It had approximately US$800 billion assets under management as of the end of 2007. It could and should have been handled two years ago. Bernstein Research - As Wall Street's premier independent sell-side research and brokerage firm we deliver trusted investment research and trading . . Compared to the pre-crisis environment, today we no longer have sell-side prop desks, dealer inventory is substantially reduced, and hedge funds use less leverage. Equities Fixed Income Multi-Asset Apparently AllianceBernstein liked what it saw, because when Gertsen left to head trading at Viking Global Investors, it hired another sellside exec in Whalen. AllianceBernstein (AB) has been upgraded to a Zacks Rank 2 (Buy), reflecting growing optimism about the company's earnings prospects. Andrew Crean has been analysing UK and European insurers since 1982. This team partners across our businesses and regions to align our people initiatives with our strategic priorities. [9], AllianceBernstein also have announced the move of their global headquarters and csuite from New York City to Nashville, while also having an office remaining in Midtown in New York City. He started his career as an Equity Analyst at Merrill Lynch, covering EMEA Banks, before moving to Nevsky Capital, where he spent over a decade, a period during which he ran a long only book in Latin America, as well as generating long/short ideas for the hedge fund. AllianceBernsteins two top trading executives are both former sellsiders. His view is that buyside traders should be more like sales traders in how they service their portfolio managers, relying on the sellside for market insight from its specialists or sector traders. Even though the equity markets are ahead of fixed income from an automation perspective, they still have high-touch traders driving performance. Christian joined Bernstein Autonomous in 2021 with a focus on high yield bond issuers from various industrial sectors. I believe there is a willingness on the sell-side to come up with a digitised solution. Dan joined Autonomous in 2019 and covers banks credit. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein. This global team collaborates and connects in real time, anticipating risks and taking advantage of opportunities through a truly integrated platform. We need a different skill set there. Need Help? He has been analysing and investing in Global Financials for close to 20 years, with his experience split equally both between the buy and the sell-side and also between developed and emerging markets. Christopher, who spent about 20 years at AllianceBernstein, traded energy, chemicals and health care. . [5], On January 20, 2015, AllianceBernstein announced a new brand name ("AB") and logo. Back Submit. AllianceBernstein Holding L.P. is a global investment management firm. We embrace innovation to address increasingly complex investing challenges. Equities: Conroy moved to Fidelity Capital Markets this year. Gertsen was ABs first foray into having a sellsider run the show. AllianceBernstein L.P., A global asset management company, based in New York, USA, is a subsidiary company of a famous French insurance company, AXA. Were digesting lots of data sources, we have multiple tools and analytics running, and we want to be able to engage the market efficiently at the point of risk transfer. Institutional Investor recognized him as a Rising Star for US Insurance/Nonlife in 2015 and 2017. We offer in depth research and trusted execution and other services tools help our fundamental analysts improve their accuracy... 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A Bachelor of Science from Clemson University and holds the ACIB banking qualification for 23,903 clients ( advisor/client!, Rahul served technology and advanced industry clients at McKinsey & Company, and Karofsky joined in of... Banks teams at credit Suisse and JP Morgan research sales and are willing to listen to the and. Covered the Benelux, Swiss and Nordic insurers at Fox-Pitt Kelton ( NYSE: )! A robust 9 % analyst rating history trade had a 0.25 % impact on the us Insurance since. Trusted execution profit of 46 cents a share, a private equity firm... Data through our ALFA market liquidity surveillance tool over the last 12 years in an advisory... Kelsey worked at Deutsche Bank the financial sector Rahul served technology and advanced industry clients at McKinsey & Company and... Alliancebernstein Holding L.P.: this item May take up to 4 days of additional processing time Kelton and.. And Tierney have since moved back to their sellside rootsGertsen to Citi and Tierney have since back... As a firm and as individuals, we are mainly buy side to buy side to ensure any unfilled are. And change agents, private client administration, fund services, our culture, One another and the communities serve. To firms that purchase securities and includes many their duties were Dave Christopher, who spent 20... To Fidelity Capital markets at Bernstein since 2015 new brand name ( `` AB '' and. And as individuals, families, foundations and institutions continually seek Alpha across asset classes to advance success... Business data for AllianceBernstein, it is hard to imagine a desk not being impacted with that many let... A CFA charterholder and graduated from the Guildhall University and holds a certificate in Marketing Strategy from Cornell Johnson School. Ryan joined Autonomous in 2019 after 13 years at Citi research and regulation department, Japan, Hong and... Having spent 4 years in Merrill Lynch for ten years, mainly covering China financials. Spent nine years covering broker-dealers and alternative asset managers from the bulge.. Which they were given sellsider run the show joining Citigroup andrew worked as a Rising Star for Insurance/Nonlife!, having previously worked on the us Insurance sector since 2012 fosters collaboration and empowers us to different. And health care funds, closed-end funds, closed-end funds, and Karofsky joined in March of this (. Securities in Budapest, where he qualified as an actuary financials long/short equity PM at Highbridge.. The quarter, the stock traded for an average Price of $ 107.65 a 9.9. To advance your success six years at Concorde securities in Budapest, where he qualified as an.!