Chicago, IL West Monroe Street Office

Team
Updated today
AllianceBernstein L.P. logo

AllianceBernstein L.P.

Investment Manager

Firm-wide stats for AllianceBernstein L.P.

Total advisors

519

Across 39 offices

Clients per advisor

49

Avg AUM per client

$3,031,592

HNW client ratio

100%

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.

Expertise

Active portfolio management Tax-loss harvesting

Based on AllianceBernstein L.P.

Occupation focus

Founder/Business Owner Executive

Based on AllianceBernstein L.P.

Demographic focus

HENRY (High Earners, Not Rich Yet) Established Professionals

Based on AllianceBernstein L.P.

Location

227 West Monroe Street

Chicago IL 60606

Advisors at this office

27

Advisors at this office

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Connor G

Series 66

Chicago, IL

AllianceBernstein L.P.

Connor Gage is a financial advisor at AllianceBernstein L.P. with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and held various roles connected to Michigan State University. 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.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Jared M

Series 63, Series 66

Chicago, IL

AllianceBernstein L.P.

Jared Miller is a financial advisor at AllianceBernstein L.P. in Chicago, IL, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining AllianceBernstein in 2021, he worked at Duff & Phelps in multiple roles during 2019 and 2020. AllianceBernstein L.P. is a global, research-driven investment manager that serves 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, with a research-centric approach combining fundamental, economic, and quantitative disciplines.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Thomas P

Series 63, Series 66

Chicago, IL

AllianceBernstein L.P.

Thomas Perkins is a financial advisor at AllianceBernstein L.P. in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to his current role at Sanford C. Bernstein & Co., LLC since 2025, he worked at J.P. Morgan Securities from 2023 to 2025. 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 emphasizes a research-centric approach that combines fundamental, economic, and quantitative disciplines to support portfolio management.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Franco L

Series 66

Chicago, IL

AllianceBernstein L.P.

Franco La Marca is a financial advisor at AllianceBernstein L.P. based in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2018 and previously held positions at Charles Schwab and Charles Schwab Bank. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors 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 across equities, fixed income, multi-asset, and alternative strategies.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Matthew M

Series 63, Series 65

Chicago, IL

AllianceBernstein L.P.

Matthew Mccarthy is a financial advisor at AllianceBernstein L.P. with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Sanford C. Bernstein & Co., LLC since 2012. 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 equities, fixed income, multi-asset, and alternative strategies, using a research-centric approach that combines fundamental, economic, and quantitative disciplines.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Nicole J

Series 63, Series 65

Chicago, IL

AllianceBernstein L.P.

Nicole Juszczyk is a financial advisor at AllianceBernstein L.P. in Chicago, IL, holding Series 63 and Series 65 licenses with three years of industry experience. Her work history includes multiple roles at Sanford C. Bernstein & Co., LLC and positions at DePaul University, Envision Wealth Planning Inc., Northwestern Mutual, and Zara USA. 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 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.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Bruce B

Series 63, Series 65

Chicago, IL

AllianceBernstein L.P.

Bruce Brotine is a financial advisor at AllianceBernstein L.P. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SoFi and Tradestation Securities, Inc. Outside of advising, he manages two investment properties jointly owned with his wife. 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 to support portfolio management and offers discretionary and non-discretionary solutions.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Michael H

CFA®, Series 63, Series 66

Chicago, IL

AllianceBernstein L.P.

Michael Heneghan is a CFA charterholder and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Driehaus Capital Management and Sanford C. Bernstein & Co., LLC, where he has worked since 2017. He is based in Chicago, IL. He is affiliated with AllianceBernstein L.P., a global investment manager serving both institutional and private clients. The firm employs a research-driven investment approach across multiple asset classes and offers a broad range of investment products and services.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Eric H

Series 63, Series 65, Series 66

Chicago, IL

AllianceBernstein L.P.

Eric Holder is a financial advisor at AllianceBernstein L.P. based in Chicago, IL, holding Series 63, 65, and 66 licenses with eight years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2022 and previously held roles at Regions Bank and SunTrust Bank. 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 combining fundamental, economic, and quantitative disciplines.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Matthew M

Series 63, Series 65

Chicago, IL

AllianceBernstein L.P.

Matthew Mclaughlin is a financial advisor at AllianceBernstein L.P. in Chicago, IL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2017 and previously at BMO Harris Financial Advisors and BMO Private Bank from 2014 to 2017. 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.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Jane M

Series 63, Series 65

Chicago, IL

AllianceBernstein L.P.

Jane Moore is a financial advisor at AllianceBernstein L.P. with nine years of industry experience. She has held roles at Sanford C. Bernstein & Co., LLC since 2019 and previously worked at Beam Suntory and AllianceBernstein. She holds Series 63 and Series 65 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 wide range of investment products and uses a research-centric approach that combines fundamental, economic, and quantitative disciplines.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Steven G

Series 66

Chicago, IL

AllianceBernstein L.P.

Steven Gonzalez is a financial advisor at AllianceBernstein L.P. based in Chicago, IL, holding a Series 66 designation with 21 years of industry experience. He has been with Sanford C. Bernstein and Co. since 2005. 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 range of investment products across equities, fixed income, multi-asset, and alternative strategies, combining fundamental, economic, and quantitative research disciplines in its investment process.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Drew G

CFP®, Series 63, Series 66

Chicago, IL

AllianceBernstein L.P.

Drew Gibbons is a CFP® with 22 years of experience in the financial industry. He is currently with AllianceBernstein L.P., where he has worked since 2022, following prior roles at Corient, Balasa Dinverno Foltz LLC, Citigroup Global Markets, Citicorp Investment Services, and Goldman Sachs Wealth Services. 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 and employs a research-centric approach that combines fundamental, economic, and quantitative disciplines.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Suzanne L

Series 66

Chicago, IL

AllianceBernstein L.P.

Suzanne Lynch is a financial advisor at AllianceBernstein L.P. based in Chicago, IL, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Sanford C Bernstein, a subsidiary of AllianceBernstein, since 2003. 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 uses a research-centric investment approach that combines fundamental, economic, and quantitative disciplines to support portfolio management.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Alexander D

Series 63, Series 65

Chicago, IL

AllianceBernstein L.P.

Alexander Darden is a financial advisor at AllianceBernstein L.P. based in Chicago, IL, holding Series 63 and Series 65 credentials with five years of industry experience. His prior work includes roles at Sanford C. Bernstein & Co., LLC and AlphaSights, as well as experience with Great American Insurance Group and the University of Cincinnati. 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 investment solutions.

Active portfolio management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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