Atlanta, GA Lenox Road NE Office
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AllianceBernstein L.P.
Investment Manager
Firm-wide stats for AllianceBernstein L.P.
About
AllianceBernstein L.P. is a global, research-driven investment manager that primarily serves pooled and institutional clients — including pension plans, endowments, insurance companies, state and municipal governments, sovereign wealth funds, and other investment advisers — as well as private clients through Bernstein Private Wealth Services. It offers a broad set of investment products and services across equities, fixed income, multi‑asset and alternative strategies, and sponsors mutual funds, ETFs, collective investment trusts and privately placed vehicles.
AB describes its investment approach as research-centric, combining fundamental, economic and quantitative disciplines to support portfolio managers, and it provides both discretionary and non‑discretionary solutions (including separately managed accounts and SMA/wrap programs). The firm notes it uses derivatives where guidelines allow and has registered with the CFTC as a commodity pool operator/commodity trading adviser; it also uses commission arrangements and commission‑sharing relationships and subscribes to third‑party research and proxy‑voting services (for example, ISS and Glass Lewis) to support its investment process.
What is distinctive about AB’s profile in the brochure is its scale and organizational breadth: it manages large, multi‑asset mandates and pooled products while operating affiliated broker‑dealers (e.g., Sanford C. Bernstein & Co., LLC), an affiliated trust company (AllianceBernstein Trust Company, LLC), and a wide global affiliate network. The firm also discloses recent strategic transactions and integrations in the brochure — for example, the acquisition and rebranding of CarVal (now AB CarVal) and the formation of a joint venture structure with Société Générale that reorganized Bernstein research and certain businesses — and highlights specialized capabilities such as broadly syndicated loan and CLO management and bespoke private‑credit solutions.
Based on AllianceBernstein L.P.
Demographic focus
Based on AllianceBernstein L.P.
Location
3560 Lenox Road NE
Atlanta GA 30326
Advisors at this office
12
Advisors at this office
Joshua R
Series 63, Series 65, Series 66
Atlanta, GA
AllianceBernstein L.P.
Joshua Rosenberg is a financial advisor with AllianceBernstein L.P. based in Atlanta, GA. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. His prior work includes seven years at Bessemer Investors Services, Inc. before joining Sanford C. Bernstein & Co., LLC in 2017. 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 across equities, fixed income, multi-asset, and alternative strategies, employing a research-centric approach that integrates fundamental, economic, and quantitative disciplines.
Rachel S
Series 63, Series 65
Atlanta, GA
AllianceBernstein L.P.
Rachel Spicer is a financial advisor at AllianceBernstein L.P. with five years of industry experience. She has worked at Sanford C. Bernstein & Co., LLC since 2020 and previously held roles at Beacon Hill Staffing Group, Northwestern Mutual, USAA, Florida Southern College, and Yates & Hagan. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients, pooled investment vehicles, and private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and services across multiple asset classes and emphasizes a research-centric approach that combines fundamental, economic, and quantitative disciplines.
Joseph C
Series 63, Series 65
Atlanta, GA
AllianceBernstein L.P.
Joseph Churchill is a financial advisor at AllianceBernstein L.P. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Crescent Wealth Management, Inc., Crescent Wealth Advisory, LLC, and Northwestern Mutual. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional clients as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products across equities, fixed income, multi-asset, and alternative strategies, employing a research-centric approach that integrates fundamental, economic, and quantitative disciplines.
Daniel M
Series 63, Series 66
Atlanta, GA
AllianceBernstein L.P.
Daniel Miller is a financial advisor with AllianceBernstein L.P. in Atlanta, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2018 and previously at Northern Trust Securities, Inc. and Northern Trust Bank. 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 wide range of investment products across multiple asset classes and employs a research-centric approach that combines fundamental, economic, and quantitative analysis.
Karyll H
Series 66
Atlanta, GA
AllianceBernstein L.P.
Karyll Hyacinthe is a financial advisor with AllianceBernstein L.P. based in Atlanta, GA. She holds a Series 66 designation and has four years of industry experience. Her prior roles include multiple positions at Morgan Stanley and most recently Sanford C. Bernstein & Co., LLC. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients such as pension plans, endowments, insurance companies, and 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, supported by a research-centric investment approach and extensive organizational resources.
Mark G
Series 63, Series 65
Atlanta, GA
AllianceBernstein L.P.
Mark Gessner is a financial advisor at AllianceBernstein L.P. in Atlanta, GA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with AllianceBernstein and its predecessor, Alliance Capital Management L.P., 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 wide range of investment products across equities, fixed income, multi-asset, and alternative strategies, employing a research-centric approach that combines fundamental, economic, and quantitative disciplines.
Lauren W
Series 63, Series 65
Atlanta, GA
AllianceBernstein L.P.
Lauren Woodward is a financial advisor with AllianceBernstein L.P. based in Atlanta, GA. She holds Series 63 and Series 65 licenses and has eight years of industry experience, all with AllianceBernstein. 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 across equities, fixed income, multi-asset, and alternative strategies, employing a research-centric approach that combines fundamental, economic, and quantitative analysis.
Amy B
Series 66
Atlanta, GA
AllianceBernstein L.P.
Amy Botkin is a financial advisor at AllianceBernstein L.P. in Atlanta, GA, with 16 years of industry experience. She holds a Series 66 designation and has worked at Sanford C. Bernstein & Co. since 2014, following a previous four-year tenure at AllianceBernstein L.P. 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 wide range of investment products and employs a research-centric approach combining fundamental, economic, and quantitative disciplines across multiple asset classes.
Ryan G
Series 66
Atlanta, GA
AllianceBernstein L.P.
Ryan Gartner is a financial advisor with AllianceBernstein L.P. based in Atlanta, GA. He holds the Series 66 designation and began his industry career in 2026, with prior experience at Sanford C. Bernstein & Co., LLC, MML Investors Services, LLC, and MassMutual Life Insurance Company. 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 wide range of investment products and uses a research-centric approach that combines fundamental, economic, and quantitative analysis.
Davidson H
CFP®, Series 63
Atlanta, GA
AllianceBernstein L.P.
Davidson Hepburn is a CFP® with seven years of industry experience, currently advising at AllianceBernstein L.P. He previously worked at Northwestern Mutual in various roles from 2019 to 2024 and has experience at Cardlytics and Blue Tide Brands. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional clients and private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products across equities, fixed income, multi-asset, and alternative strategies, employing a research-centric approach that combines fundamental, economic, and quantitative disciplines.
Richard R
Series 66
Atlanta, GA
AllianceBernstein L.P.
Richard Robbins is a financial advisor with AllianceBernstein L.P. based in Atlanta, GA. He holds the Series 66 designation and has 20 years of industry experience. Robbins has been with Sanford C. Bernstein & Co., LLC 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 employs a research-centric approach that integrates fundamental, economic, and quantitative analysis.
Lindsey C
Series 63, Series 65
Atlanta, GA
AllianceBernstein L.P.
Lindsey Curtin is a financial advisor at AllianceBernstein L.P. with nine years of industry experience. She holds the Series 63 and Series 65 designations and has been with Sanford C. Bernstein & Co., LLC since 2016. AllianceBernstein L.P. is a global, research-driven investment manager serving mainly pooled and institutional clients, as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products across equities, fixed income, multi-asset, and alternative strategies, emphasizing a research-centric approach that integrates fundamental, economic, and quantitative disciplines.
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