US Payments & FinTech Senior Research Associate. 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. He earned a BA in History from the University of Chicago and an MBA from NYU. Bernstein Private Wealth Management Investment Services & Sell Side Equity Research We're a global investment management and research firm. Also, Whalen has discussed getting away from sector trading at the firm, according to one knowledgeable source. AllianceBernstein LP - Company Profile and News - Bloomberg Markets US Edition Subscribe Live Now Bloomberg TV+ Bloomberg Markets Europe Anchored by Anna Edwards and Mark Cudmore,. AllianceBernstein's AbbieOptimizer is a tool that integrates credit research, pricing . What unites a global investment and research firm? Organic fermented tea hasn't been the only draw top executives got $4 million in stock awards . We aim to be innovative and value-added for our clients, which will involve standing out from the crowd. Right now, AllianceBernstein has an S/TA ratio of 2.39, which means that the company gets $2.39 in sales for each dollar in assets. AllianceBernstein, a leading global investment management and research firm, and Societe Generale, a leading European bank, announced their . Before joining Autonomous, he spent six years at Concorde Securities in Budapest, where he covered CEE stocks. Artist: Leonard Bernstein. We embrace innovation to address increasingly complex investing challenges. The Sales and Trading teams work closely with the Research team to present our trusted research and trading services to clients. 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. There has been an encouraging trend in . 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. Gabor holds a Finance degree from the Corvinus University of Budapest and he is a CFA charterholder. [5], On January 20, 2015, AllianceBernstein announced a new brand name ("AB") and logo. AllianceBernstein Holdings 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. Prior to UBS she held similar positions at Deutsche Bank, Bank of America Merrill Lynch, and The Royal Bank of Scotland. Ever since the crisis, there has been speculation about the potential role of alternative liquidity providers. Lyons, a former prop trader who ran high-frequency trading at Diamondback Capital, joined as global head of quantitative program trading in 2009. AllianceBernstein and Societe Generale to partner on cash equities push The new joint venture will combine Bernstein Research Services with Societe Generale's equity research and execution capabilities to form a global cash equities and equity research business By Laurie McAughtry AllianceBernstein has received a consensus rating of Hold. [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. Before Autonomous, Kelsey led the expansion of Bernsteins Global Gaming team. The group's functions include constructing portfolios, monitoring asset exposures and allocations, managing client-specific requests, tax management, monitoring pre-trade client guideline compliance, and exception resolution. He held this post for five years, leading a team of five analysts. The Sales team maintains strong relationships with institutional clientsincluding mutual funds, hedge funds, and advisors who manage pensions and endowmentsto sell our services. Prior to joining the firm in 2009, Geoff worked at Fox-Pitt, Kelton and Citigroup. [22], Bernstein Wealth Management, part of AllianceBernstein, provides investment and wealth-planning services for high-net-worth clients in the Americas[23], Rhode Island's 529 savings plan, CollegeBoundfund, was managed by AllianceBernstein and featured AllianceBernstein mutual funds until 2016. Need Help? Bernstein Research Independent, in-depth sell-side research and brokerage services for institutional investors. The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary. Andrew holds a BA in modern history from Oxford University. [25], AllianceBernstein's global headquarters are located in Nashville, TN at the Fifth and Broadway development, having recently moved from Midtown Manhattan in New York City. Britta started her career in investment banking in 2001, working in Citigroup's Financial Institutions Group. In October 2000, AllianceBernstein Holdings acquired Sanford C. Bernstein. "AllianceBernstein reached the limit of where they could sell their research, but they needed equities capital markets to turbo charge it," said a senior SocGen . Our sell-side business has three divisions: Research, Sales and Trading. AllianceBernstein L.P., A global asset management company, based in New York, USA, is a subsidiary company of a famous French insurance company, AXA. 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. 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. Gabor joined Autonomous in 2013 to cover CEE and Austrian banks. The team also connects with clients via phone calls, meetings and conferences. In PRISM, analysts develop and share views on issuers fundamentalsincluding ESGin a consistent, comparable and quantifiable way across industries, ratings categories and geographies. The . We pursue responsibility at all levels of the firmfrom how we work and act to the solutions we deliver to clients. Christian has been recognised as II rising star on several occasions. AllianceBernstein's two top trading executives are both former sellsiders. Instead, we can sell a US$500m diversified basket, for example, if we can identify opportunities from total return funds or exchange-traded funds (ETFs). Pooma started her career in private equity focused on investments along the Silk Road, before going into investment banking focused on real estate finance. Greater New York City Area . 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. Please see our Privacy Notice for more information on how we use cookies. Ryan has a BS in Mathematical Economics from Wake Forest University and is a CFA charterholder. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. 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. Kelsey Zhu is the lead Analyst covering Financial Information Technology companies. AllianceBernstein - With $742 billion in assets under management, we work every day to earn our clients' trust, whether they're individual investors or the world's biggest institutions. Price Target Upside/Downside. In parallel with this change from a principal-based market-making model to a riskless transfer model, the bigger change is how the sell-side engage with us as clients. Harvard Business School. Chris joined Autonomous in February 2022 and has spent over 20 years focused on the insurance sector across M&A, Equity Research and Equity Sales functions. The move was announced by James Switzer, global head of the company's . Chris is a Chartered Accountant and holds a degree in Experimental Psychology from Oxford University. AllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. 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. 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. On the sellside, it is common practice for new management to change personnel when it takes over. Prior to joining Autonomous, Michelle worked for more than 7 years as the HK office manager & investment administrator at a global asset management firm. such as the private wealth management business and sell-side research and trading, will . About . Only this fosters long-term relationships. [21], Sell-side research and brokerage services are provided by wholly owned subsidiary Sanford C. Bernstein, also known as Bernstein Research. We believe that superior returns come from investing in people, and we support personal and professional growth by offering learning and career development programs, competitive and meaningful benefits, and wellness initiatives across the firm. The company's average rating score is 2.00, and is based on no buy ratings, 4 hold ratings, and no sell ratings. Business data for AllianceBernstein Holding L.P.: This page was last edited on 26 September 2022, at 13:50. Floating Leg. Rachel joined the team after two years working as European Financials Specialist Sales at Deutsche Bank. 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. Jacob is a graduate in Finance from the Stockholm School of Economics. It's Not Enough", "AllianceBernstein acquires investment manager AnchorPath", "AllianceBernstein sets timetable for opening of new Fifth + Broadway headquarters", "Of Note: AllianceBernstein gifts O'Bryan Center $100K", "AllianceBernstein Forms Partnership with LSV Advisors for Firm's Private Wealth Business - SWFI", "AllianceBernstein to acquire global private alternatives manager CarVal Investors", "Rhode Island (RI) 529 College Savings Plans - Saving for College", "R.I. chooses new manager for CollegeBoundfund", "Life Insurer Equitable Is a Cheap Way to Play AllianceBernstein", https://en.wikipedia.org/w/index.php?title=AllianceBernstein&oldid=1112472493. Dan joined Autonomous in 2019 and covers banks credit. In recent years, the buyside has not been immune from downsizing in trading, as technology has allowed desks to do more with less. 17, 2022 at 6:29 a.m. . Prior to that he was in Asian regional equity sales for four years with CIMB and RBS. Apparently AllianceBernstein liked what it saw, because when Gertsen left to head trading at Viking Global Investors, it hired another sellside exec in Whalen. [10][11] AllianceBernstein has offices in 46 locations across 22 countries. This global team collaborates and connects in real time, anticipating risks and taking advantage of opportunities through a truly integrated platform. There, he spent the last 12 years in credit sales covering Northern European across the UK, Netherlands and Nordic region. January 12, 2023. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. Information Technology companies six years at Concorde Securities in Budapest, where he covered CEE stocks conferences. Getting away from sector trading at the firm in 2009 research and services... Complex investing challenges of five analysts years working as European Financials Specialist Sales at Deutsche Bank last edited 26. 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