Dallas, TX Mc Kinney Avenue 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

2000 Mc Kinney Avenue

Dallas TX 75201

Advisors at this office

14

Advisors at this office

user avatar

Jeremiah J

CFP®, Series 63, Series 65

Dallas, TX

AllianceBernstein L.P.

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.

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

Julie J

Series 66

Dallas, TX

AllianceBernstein L.P.

Julie Judson is a financial advisor with AllianceBernstein L.P. in Dallas, TX, holding a Series 66 license and four years of industry experience. She has worked at Sanford C. Bernstein & Co., LLC since 2022 and previously held roles with the Jewish Federation of Greater Dallas and the Peabody Essex Museum. 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 combining fundamental, economic, and quantitative analysis and operates through a wide network of affiliated entities worldwide.

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

Cecily B

CFP®, Series 63

Dallas, TX

AllianceBernstein L.P.

Cecily Bolding is a CFP® with four years of industry experience, currently serving as a financial advisor at AllianceBernstein L.P. in Dallas, TX. Her prior work includes multiple roles at Northern Trust and Northern Trust Securities, Inc. over eight years before joining 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 and services across equities, fixed income, multi-asset, and alternative strategies, combining fundamental, economic, and quantitative research to support its portfolio management.

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

Kenneth M

Series 63, Series 65

Dallas, TX

AllianceBernstein L.P.

Kenneth Mcdonald II is a financial advisor at AllianceBernstein L.P. with Series 63 and Series 65 designations and 32 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC and Alliance Capital Management L.P. since 2000. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional and pooled clients, including pension plans, endowments, and sovereign wealth funds. 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 disciplines.

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

Gregory Y

CFA®, Series 63

Dallas, TX

AllianceBernstein L.P.

Gregory Young is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at AllianceBernstein L.P. He has been with Sanford C. Bernstein, part of AllianceBernstein, since 2005. 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 applies 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

Forrest P

CFP®, Series 63, Series 65

Dallas, TX

AllianceBernstein L.P.

Forrest Pinkerton is a CFP® with three years of industry experience, currently serving as a financial advisor at AllianceBernstein L.P. He has previously worked at Northern Trust, Tolleson Private Wealth Management, BNY Mellon Wealth Management, and BOK Financial Securities. Outside of his advisory role, he owns and operates short-term rental real estate businesses focused on Airbnb properties. 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 combines fundamental, economic, and quantitative research disciplines to support its portfolio managers.

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

Daniel W

CFP®, Series 63, Series 65

Dallas, TX

AllianceBernstein L.P.

Daniel Whittle is a CFP® with 15 years of experience in the financial services industry. He currently works at AllianceBernstein L.P. in Dallas, TX, where he has been since 2026. Prior to that, he held positions at Northern Trust for five years and Fidelity Investments for ten 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 wide range of investment products and services across multiple asset classes, employing a research-centric approach that integrates fundamental, economic, and quantitative analysis.

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

Daniel C

Series 66

Dallas, TX

AllianceBernstein L.P.

Daniel Corello is a financial advisor with AllianceBernstein L.P. based in Dallas, TX. He holds a Series 66 designation and has 17 years of industry experience. Prior to his current role at Sanford C. Bernstein & Co., LLC since 2017, he worked at various Federated Investors entities from 2008 to 2017. 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 range of investment products across multiple asset classes, employing 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

Benjamin J

Series 63, Series 65

Dallas, TX

AllianceBernstein L.P.

Benjamin Joseph is a financial advisor at AllianceBernstein L.P. in Dallas, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Harness, Intuit, Inc., Lilly and Company, and the University of Dallas. 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 across equities, fixed income, multi-asset, and alternative strategies, emphasizing a research-centric approach that integrates 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

Juyoung O

CFP®, Series 63, Series 65

Dallas, TX

AllianceBernstein L.P.

Juyoung Oh is a CFP® certificant with seven years of industry experience, currently with AllianceBernstein L.P. in Dallas, TX. Prior to joining Sanford C. Bernstein & Co., LLC, a subsidiary of AllianceBernstein, Juyoung held roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. 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 diverse range of investment products and employs a research-centric approach that integrates 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

Patrick C

Series 65, Series 66

Dallas, TX

AllianceBernstein L.P.

Patrick Conley is a financial advisor at AllianceBernstein L.P. in Dallas, Texas. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to joining AllianceBernstein, he worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Goldman Sachs & Co. AllianceBernstein L.P. is a global investment manager serving institutional clients and private investors with a range of products across equities, fixed income, multi-asset, and alternative strategies. The firm employs a research-driven investment approach and manages large multi-asset mandates alongside pooled products and sponsored funds.

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

Caleb H

Series 66

Dallas, TX

AllianceBernstein L.P.

Caleb Hanie is a financial advisor at AllianceBernstein L.P. with six years of industry experience. He previously worked at RBC Capital Markets and Rocksolid, LLC. Outside of his advisory role, he serves as an independent contractor for the Chicago Bears Football Club and provides consulting for a sports field rental startup, PracticeHero. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a broad range of investment products and services. The firm combines fundamental, economic, and quantitative research disciplines to support portfolio management 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
user avatar

Ibrahim D

Series 63, Series 65

Dallas, TX

AllianceBernstein L.P.

Ibrahim Doumbia is a financial advisor at AllianceBernstein L.P. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bernstein Wealth Management and Fidelity Investments. He is a partner and partial owner of Ivory Estate Investment LLC, a business involved in long-term real estate investment and public market investments. 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 employs a research-centric approach that combines fundamental, economic, and quantitative analysis to support portfolio management across equities, fixed income, multi-asset, and alternative investments.

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

Tucker H

Series 66

Dallas, TX

AllianceBernstein L.P.

Tucker Hastings is a financial advisor at AllianceBernstein L.P. with two years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs for three years before joining Sanford C. Bernstein. 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 employs a research-centric approach that integrates fundamental, economic, and quantitative disciplines across 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)