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. with 18 years of industry experience. He has been with Sanford C. Bernstein since 2007. He holds Series 63 and Series 66 designations. 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 wide range of investment products across equities, fixed income, multi-asset, and alternative strategies, employing a research-centric approach that integrates fundamental, economic, and quantitative analysis.

Jacob Dardashti is a financial advisor at AllianceBernstein L.P. with five years of industry experience. He has been with Sanford C. Bernstein & Co., LLC since 2020. Prior to that, he worked at Fat Sal's Deli and has experience in educational settings, including the University of Texas at Austin and Milken Community High School. AllianceBernstein L.P. is a global, research-driven investment manager serving pooled and institutional clients as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and employs a research-centric approach that combines fundamental, economic, and quantitative disciplines.

Gregory Kopp is a financial advisor at Savant Wealth Management with a Series 65 credential and no prior industry experience. His background includes roles in education at Hamilton College, Gonzaga College High School, and The Langley School, as well as a brief tenure at Paradigm Consulting Inc. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment approach using model portfolios and offers a range of financial planning, trust, and family office services, supported by in-house tax and legal affiliates.

Emily Wiser is a financial advisor at AllianceBernstein L.P. with five years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining AllianceBernstein in 2025, she worked at Corient Services LLC, Corient/CI Portola, Portola Partners, and Brownson, Rehmus & Foxworth, Inc. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors through a wide range of investment products and strategies. The firm employs a research-centric approach that integrates fundamental, economic, and quantitative disciplines to support portfolio management.

Matthew Doone is a CFA® charterholder with 12 years of industry experience, currently serving at AllianceBernstein L.P. in Tampa, Florida. He has been with Sanford C. Bernstein & Co., LLC since 2013. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and pooled clients as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and employs a research-centric approach that combines fundamental, economic, and quantitative disciplines.

Lisa Stone is a financial advisor at AllianceBernstein L.P. with 21 years of industry experience. She holds a Series 66 designation and has worked at Sanford C. Bernstein since 2004. AllianceBernstein L.P. is a global, research-driven investment manager serving pooled and institutional clients, as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and emphasizes a research-centric approach that integrates fundamental, economic, and quantitative analysis across its strategies.

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 financial advisor at AllianceBernstein L.P. with six years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His work history includes positions at Sanford C. Bernstein & Co., LLC, Rhame & Gorrell Wealth Management, LLC, Goldman Sachs & Co., Crane Aerospace & Electronics, and Baylor University. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors through a broad range of investment products and strategies. The firm combines fundamental, economic, and quantitative research to support portfolio management across equities, fixed income, multi-asset, and alternative investments.

Jeremiah James is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at AllianceBernstein L.P. and previously held positions at Lido Advisors, LLC, GDS Wealth Management, Adaptation Financial, Armstrong Bank, and the University of Oklahoma. 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 employs a research-centric approach combining fundamental, economic, and quantitative disciplines.

Christopher Hoke is a financial advisor at Sanford C. Bernstein & Co., LLC with 10 years of industry experience. He has worked at Sanford C. Bernstein since 2016 and previously at Morgan Stanley Private Bank. He holds the Series 66 designation. Sanford C. Bernstein & Co., LLC serves private clients, institutional clients, and retail investors by supporting the distribution and execution of AllianceBernstein’s investment products. The firm’s research-driven, global investment platform covers a broad range of asset classes and strategies, combining advisory, distribution, and custody functions through affiliated entities.

Caroline Dupont is a CFP®-certified financial advisor with 5 years of industry experience. She has been with AllianceBernstein L.P. since 2020 and previously worked at firms including The Mather Group LLC and Astraeus Advisors LLC. Outside of finance, she has experience with Szent Benedek - Balatonfüred Röplabda Akadémia, a sports academy. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a broad range of products across equities, fixed income, multi-asset, and alternative strategies. The firm emphasizes a research-centric investment approach and manages large, multi-asset mandates alongside affiliated broker-dealers and trust services.

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.