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AllianceBernstein L.P.

1345 Avenue of the Americas
New York, New York 10105
United States
Contact :      
Phone :       212-969-1000
Fax :             212-969-6055
Email :
Web : 

AllianceBernstein L.P. Information

Type of organization : Limited Partnership
Total Assets Managed ($Mil) : $462,000
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1971
Wrap Programs Offered? : Yes
# of Accounts Managed : 0
In-House Research : %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

AllianceBernstein L.P. History

1962 Founded as the investment management department of Donaldson, Lufkin & Jenrette (DLJ) to specialize in management of pension fund assets. > 1971-1985 Operated as a subsidiary of DLJ. > 1978 Introduced our first money market fund, and opened our first overseas office in London. > 1983 Introduced our first load mutual fund to the public. > 1985 Acquired by The Equitable Life Assurance Society of the United States (now called AXA Financial); operated as an independent subsidiary of The Equitable. > 1987 Introduced our first closed-end fund traded on the New York Stock Exchange and opened a Tokyo office. > 1988 Went public as a master limited partnership, with sale of minority interest to the public; listed on the New York Stock Exchange (ticker symbol, "AC"). > 1993 Acquired the business of Equitable Capital Management Corporation. > 1994 Acquired the business of Shields Asset Management, Inc. and its wholly-owned subsidiary, Regent Investor Services Inc. > 1997 Announced a new joint venture company in Hong Kong (with Sun Hung Kai). > 1998 Acquired Whittingdale Holdings Limited, a London-based fixed income investment manager. > 1999 Reorganized into a two-tier partnership under which Alliance Capital Management Holding L.P. (NYSE:AC) owns an interest in Alliance Capital Management L.P. > 2000 Acquired Sanford C. Bernstein Inc., a recognized leader in value investing for high-net-worth individuals and institutions.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 657 Analysts : 325
Portfolio Managers : 171 Traders : 44
Client Service : 76 Operation : 1077

AllianceBernstein L.P. Personnel

Mr.  Kyle Rightmyer

Data Preparer
Tel : 212-969-6334

Mr.  Joseph Carson

Tel : 914-289-0900
Joseph Carson has worked in government, industry and finance for the past 25 years.In his most recent role, Mr. Carson was Chief Economist of the Americas for UBSWarburg. Between 1996 and 1999, Mr. Carson was Chief US Economist at Deutsche Bank. Mr. Carson started his professional career as a staff economist for the chief economist's office in the Department of Commerce. In 1979, Mr. Carson joined the General Motors Corp as an analyst. Between 1981 and 1986 Mr. Carson served as vice president and senior economist for the Capital Markets Economics Group at Merrill Lynch. In 1986, Mr. Carson joined Chemical Bank and later went on to become their Chief economist. Between 1992 and 1996 Mr. Carson served as Chief Economist at Dean Witter. Mr. Carson received his Bachelor of Arts and Master's degrees from Youngstown State University and did his PH.D course work at George Washington University in Washington, D.C.

Mr.  Ronald Brault

Vice President
Tel : 914-289-0900
Prior to joining Regent Investor Services, Mr. Brault was Vice President and Fixed Income Manager at Dreyfus Management, Inc. and before that was a Vice President and Fixed Income Strategist at Morgan Stanley & Co., both in Manhattan. Prior, Mr. Brault spent a number of years as a Vice President and Fixed Income Manager at Connecticut National Bank in Hartford, Connecticut.

Ms.  Catherine Wood

Vice President
Tel : 914-289-0900
Cathie Wood comes to us with 24 years of investment management industry experience, most recently as the Leader of Alliance's Mid-Cap Growth team. Prior to that, she had been a General Partner of Tupelo Capital Management, before which she worked as a Director, Portfolio Manager, Equity Research Analyst and Chief Economist with Jennison Associates in New York City. Cathie began her career as an Assistant Economist at the Central Group on the West Coast. Cathie holds a Bachelor of Science degree, summa cum laude, in finance and economics from the University of Southern California.

Mr.  Raymond Wong

Vice President
Tel : 914-289-0900
Mr. Schmitt joins us after serving as Alliance?s Energy & Chemicals analyst since 1996. He also served as Portfolio Manager on research-based domestic and global portfolios, overseeing $7 billion in assets. Prior to joining Regent, Mr. Schmitt was a Senior Executive and Analyst with the Atlantic Richfield Corporation (ARCO), where he had primary responsibility for the economic viability of major projects and strategic acquisitions. In his early career he had management responsibilities in drilling, exploration and oil field development. Mr. Schmitt has a Masters of Business Administration degree from Harvard with a concentration in Finance. He holds an undergraduate degree in chemical engineering from the University of Missouri.

Ms.  Magda Niedzwiecka

Data Preparer
Tel : 212-969-6334

AllianceBernstein L.P. Product Name

Report Created: September,21 2020.  Copyright Money Manager Review , All rights Reserved.

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