Boston, MA 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
53 State Street
Boston MA 02109
Advisors at this office
17
Advisors at this office
Gregory K
Series 63, Series 65
Boston, MA
AllianceBernstein L.P.
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.
Thomas R
Series 63, Series 66
Boston, MA
AllianceBernstein L.P.
Thomas Rosenthal is a financial advisor at AllianceBernstein L.P. in Boston, MA, holding Series 63 and Series 66 credentials with 12 years of industry experience. He has been with Sanford C. Bernstein & Co., LLC since 2013. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients through a variety of investment products including equities, fixed income, multi-asset, and alternative strategies. The firm employs a research-centric investment approach that integrates fundamental, economic, and quantitative analysis.
Alexandra R
Series 63, Series 65
Boston, MA
AllianceBernstein L.P.
Alexandra Rodriguez is a financial advisor at AllianceBernstein L.P. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sanford C. Bernstein & Co., LLC since 2016. 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 and employs a research-centric approach combining fundamental, economic, and quantitative disciplines.
Keegan O
Series 66
Boston, MA
AllianceBernstein L.P.
Keegan O'Shea is a financial advisor at AllianceBernstein L.P. with two years of industry experience. He holds a Series 66 credential and previously worked at Fidelity Investments and Sanford C. Bernstein & Co. LLC. Outside of finance, he has been involved with the Myopia Hunt Club for nine years. 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 that integrates fundamental, economic, and quantitative analysis.
Scott M
Series 63, Series 66
Boston, MA
AllianceBernstein L.P.
Scott Mutryn is a financial advisor with AllianceBernstein L.P. based in Boston, MA. He holds Series 63 and Series 66 credentials and has 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Stephens Inc. Outside of finance, he works as an announcer for broadcasting Boston College football games. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional and pooled 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 combining fundamental, economic, and quantitative disciplines.
Darius S
Series 66
Boston, MA
AllianceBernstein L.P.
Darius Sidebotham is a financial advisor at AllianceBernstein L.P. with 19 years of industry experience. He holds the Series 66 designation and has worked at Sanford C. Bernstein & Co., LLC since 2006. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily 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 analysis.
Noah S
CFP®, Series 63
Boston, MA
AllianceBernstein L.P.
Noah Schlesinger is a CFP®-certified financial advisor with 10 years of industry experience, currently with AllianceBernstein L.P. He has been with Sanford C. Bernstein & Co., LLC since 2015. 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 integrates fundamental, economic, and quantitative research disciplines to support portfolio management and offers both discretionary and non-discretionary investment solutions.
Callie S
Series 63, Series 66
Boston, MA
AllianceBernstein L.P.
Callie Shanley is a financial advisor at AllianceBernstein L.P. in Boston, MA, with six years of industry experience. She has worked at Sanford C. Bernstein & Co., LLC since 2018 and was previously affiliated with the University of Delaware from 2014 to 2018. She holds Series 63 and Series 66 designations. 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 services across multiple asset classes and emphasizes a research-centric investment approach combining fundamental, economic, and quantitative disciplines.
Drew H
Series 66
Boston, MA
AllianceBernstein L.P.
Drew Harker is a financial advisor at AllianceBernstein L.P. based in Boston, MA, with 17 years of industry experience. He has been with Sanford C. Bernstein since 2010 and holds a Series 66 designation. 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, using a research-centric approach that combines fundamental, economic, and quantitative disciplines.
Daniel S
CFP®, CFA®, Series 63
Boston, MA
AllianceBernstein L.P.
Daniel Shea is a financial advisor at AllianceBernstein L.P. with CFP®, CFA®, and Series 63 credentials and two years of industry experience. He previously worked at Wellington Management Company for seven years and at Northeastern University for two years. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and emphasizes a research-centric approach combining fundamental, economic, and quantitative analysis.
Aaron B
Series 66
Boston, MA
AllianceBernstein L.P.
Aaron Bates is a financial advisor with AllianceBernstein L.P. in Boston, MA, holding a Series 66 designation and 26 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2000. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients such as pension plans, endowments, and sovereign wealth funds, 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 that combines fundamental, economic, and quantitative disciplines.
Bowman H
Series 66
Boston, MA
AllianceBernstein L.P.
Bowman Hallagan is a financial advisor at AllianceBernstein L.P. based in Boston, MA, holding a Series 66 designation with 15 years of industry experience. He has been with Sanford C. Bernstein & Co. since 2011. 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 services across multiple asset classes and employs a research-centric approach that combines fundamental, economic, and quantitative analysis.
Brian B
Series 63, Series 66
Boston, MA
AllianceBernstein L.P.
Brian Beneduce is a financial advisor at AllianceBernstein L.P. in Boston, MA, holding Series 63 and Series 66 credentials with seven years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC and John Hancock Distributors, LLC, among others. 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 range of investment products across multiple asset classes and employs a research-centric approach combining fundamental, economic, and quantitative disciplines.
Hayley P
Series 63, Series 65
Boston, MA
AllianceBernstein L.P.
Hayley Place is an advisor at AllianceBernstein L.P. with 5 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Sanford C. Bernstein & Co., LLC since 2021. Outside of her advisory role, she has been involved with the Massachusetts Down Syndrome Congress and has experience in educational settings, including Tenacre Country Day School, Davidson College, and Walnut Hill School for the Arts. 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 services, combining fundamental, economic, and quantitative research to support portfolio management across multiple asset classes.
Jeffrey L
Series 63, Series 65, Series 66
Boston, MA
AllianceBernstein L.P.
Jeffrey Leclair is a financial advisor at AllianceBernstein L.P. based in Boston, MA, holding Series 63, 65, and 66 licenses with 24 years of industry experience. His work history includes roles at Bernstein Private Wealth, Hub Strategic Partners, Rafferty Capital Markets, and A.G. Edwards & Sons. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a broad range of investment products and strategies. The firm combines fundamental, economic, and quantitative research disciplines to support portfolio management across equities, fixed income, multi-asset, and alternative investments.
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