AllianceBernstein L.P.

Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Benjamin Lehrhoff is a financial advisor at AllianceBernstein L.P. in New York, NY, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Sanford C. Bernstein since 2007. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily pooled and institutional clients, as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and services across equities, fixed income, multi-asset, and alternative strategies, employing a research-centric approach that combines fundamental, economic, and quantitative disciplines.

Gregory Kopp is a financial advisor at AllianceBernstein L.P. in Boston, MA, holding Series 63 and Series 65 licenses. He has recent experience with Savant Wealth Management and Paradigm Consulting Inc., as well as academic roles at Hamilton College. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors with a broad range of investment products across equities, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research disciplines in its investment approach and manages large-scale multi-asset mandates alongside various affiliated entities worldwide.

Emily Wiser is a financial advisor at AllianceBernstein L.P. with six years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at Corient Services LLC, Portola Partners, and Brownson, Rehmus & Foxworth, Inc., among others. In 2024, she briefly explored a purse design business through a formed LLC, which has since been dissolved. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a wide range of investment products across equities, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research disciplines and manages large multi-asset mandates while operating a broad global affiliate network.

Matthew Doone is a financial advisor with AllianceBernstein L.P. based in Tampa, FL. He holds the CFA® designation and Series 63 license, with 13 years of industry experience spent entirely at Sanford C. Bernstein & Co., LLC. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a diverse range of equity, fixed income, multi-asset, and alternative strategies. The firm’s approach combines fundamental, economic, and quantitative research disciplines to support portfolio management across multiple product types, including mutual funds, ETFs, and separately managed accounts.

Keaton Wright is a financial advisor at AllianceBernstein L.P. based in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Baird, Masters, and First Citizens Bank. Outside of finance, he has been involved with The Prettiest Pieces, indicating interests beyond his advisory career. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a wide range of investment products and strategies. The firm combines fundamental, economic, and quantitative research to support portfolio management and offers both discretionary and non-discretionary solutions across multiple asset classes.

Lisa Stone is a financial advisor with AllianceBernstein L.P. based in New York, NY. She holds a Series 66 designation and has 22 years of industry experience, all with Sanford C. Bernstein. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a broad range of investment products and services across multiple asset classes. The firm combines fundamental, economic, and quantitative research to support portfolio management and offers both discretionary and non-discretionary solutions.

Andrew Walker is a financial advisor at AllianceBernstein L.P. in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining AllianceBernstein in 2022, he worked at Norris Tubular Systems, LLC and InterMar Products and Services, Inc. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional clients such as pension plans, endowments, and sovereign wealth funds, as well as private clients via Bernstein Private Wealth Services. The firm offers a broad range of investment products across equities, fixed income, multi-asset, and alternative strategies, combining fundamental, economic, and quantitative research disciplines to support portfolio management.

Tully Mcgowan is a CFA® charterholder with 18 years of industry experience. He is currently with AllianceBernstein L.P. and has been with Sanford C. Bernstein & Co., LLC since 2007. AllianceBernstein L.P. is a global investment manager serving institutional and pooled clients as well as private clients through Bernstein Private Wealth Services. The firm employs a research-driven approach that integrates fundamental, economic, and quantitative analysis across a broad range of investment products and strategies.

James Leever is a CFP®-designated financial advisor with six years of industry experience. He is currently with AllianceBernstein L.P. and has prior experience at Sanford C. Bernstein & Co., LLC, Rhame & Gorrell Wealth Management, LLC, and Goldman Sachs & Co. He attended Baylor University from 2013 to 2017. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private wealth through a broad range of investment products, including equities, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research disciplines to support multiple portfolio management approaches and operates an extensive global affiliate network.

Jeremiah James is a CFP® with three years of industry experience, currently advising at AllianceBernstein L.P. in Dallas, TX. His prior roles include positions at Lido Advisors, LLC, GDS Wealth Management, and Adaptation Financial. AllianceBernstein L.P. is a global investment manager serving institutional and private clients with a research-driven approach across multiple asset classes, offering a range of products including mutual funds, ETFs, and separately managed accounts.

Christopher Hoke is a financial advisor at AllianceBernstein L.P. based in Philadelphia, PA. He holds a Series 66 designation and has 11 years of industry experience. Since 2016, he has worked at Sanford C. Bernstein & Co., LLC, a subsidiary of AllianceBernstein. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors through a broad range of investment products across equities, fixed income, multi-asset, and alternatives. The firm combines fundamental, economic, and quantitative research to support portfolio management and offers both discretionary and non-discretionary investment solutions.

Caroline Dupont is a CFP®-designated financial advisor with six years of industry experience, currently with AllianceBernstein L.P. since 2020. Her prior experience includes roles at The Mather Group LLC and Astraeus Advisors LLC. She also worked with the Szent Benedek - Balatonfüred Röplabda Akadémia, a volleyball academy, indicating involvement outside traditional finance. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a wide range of investment products across equities, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research to support its portfolio management and offers both discretionary and non-discretionary solutions.

Daniel Gavin is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Sanford C. Bernstein since 2005. Gavin is based in Nashville, TN. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors through a range of equity, fixed income, multi-asset, and alternative investment products. The firm employs a research-centric approach that integrates fundamental, economic, and quantitative disciplines across its broad platform of discretionary and non-discretionary solutions.

Paul Beirne is a financial advisor at AllianceBernstein L.P. with 38 years of industry experience. He has been with Sanford C. Bernstein & Co., LLC since 2000. Beirne is the president of the Beirne Foundation, a private foundation. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a broad range of investment products across equities, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research disciplines to support portfolio management and offers both discretionary and non-discretionary solutions.