Denver, CO 16th Street Office

Team
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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

1400 16th Street, Suite 450

Denver CO 80202

Advisors at this office

14

Advisors at this office

user avatar

Gregory K

Series 63, Series 65

Denver, CO

AllianceBernstein L.P.

Gregory Kadet is a financial advisor at AllianceBernstein L.P. in Denver, CO, holding Series 63 and Series 65 licenses with 32 years of industry experience. He previously worked for UBS Financial Services from 2006 to 2025 before joining AllianceBernstein in 2025. 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 wide range of investment products and strategies, combining fundamental, economic, and quantitative research to support portfolio management.

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

Joshua M

Series 63, Series 65

Denver, CO

AllianceBernstein L.P.

Joshua Moreland is a financial advisor at AllianceBernstein L.P. based in Denver, CO, with 10 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2015 to 2021 before joining AllianceBernstein Investment, Inc. in 2021. He holds Series 63 and Series 65 licenses. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients through 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
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Jacob S

CFA®, Series 63

Denver, CO

AllianceBernstein L.P.

Jacob Sheldon is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at AllianceBernstein L.P. He has worked at AllianceBernstein Investments, Inc. since 2017 and previously spent a year at Goldman Sachs & Co. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and pooled clients such as pension plans, endowments, and sovereign wealth funds, as well as private clients through Bernstein Private Wealth Services. The firm combines fundamental, economic, and quantitative research disciplines to support portfolio managers and offers a broad range of investment products 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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Bradley G

Series 63, Series 66

Denver, CO

AllianceBernstein L.P.

Bradley Gadomski is a financial advisor at AllianceBernstein L.P. with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Sanford C. Bernstein & Co., LLC since 2021, following roles at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2011 to 2021. 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 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

Nicole H

Series 66

Dever, CO

AllianceBernstein L.P.

Nicole Hanneman is a financial advisor with AllianceBernstein L.P. holding a Series 66 designation and five years of industry experience. She previously worked at Geneos Wealth Management and A & I Financial Services LLC, and has been with Sanford C. Bernstein & Co., LLC since 2022. 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 and employs a research-centric approach combining 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

Jonathan F

Series 66

Denver, CO

AllianceBernstein L.P.

Jonathan Fung is a financial advisor with AllianceBernstein L.P. based in Denver, CO. He holds the Series 66 designation and has 19 years of industry experience. Fung has worked at Sanford C. Bernstein since 2006. AllianceBernstein L.P. is a global, research-driven investment manager serving a wide range of clients including pension plans, endowments, insurance companies, and private clients. The firm offers a broad array of investment products across multiple asset classes and employs 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

Austin L

Series 63, Series 65

Denver, CO

AllianceBernstein L.P.

Austin Lee is a financial advisor with AllianceBernstein L.P. based in Denver, CO, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His career includes roles at Sanford C. Bernstein since 2026 and prior positions at BNY Wealth and Suntrust Investment Services. 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 through Bernstein Private Wealth Services. The firm offers a broad range of investment strategies across equities, fixed income, multi-asset, and alternatives, utilizing 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

Darreld T

Series 65, Series 66

Denver, CO

AllianceBernstein L.P.

Darreld Turner II is a financial advisor with AllianceBernstein L.P. in Denver, CO, holding Series 65 and Series 66 licenses with 26 years of industry experience. He has worked at Sanford C. Bernstein, LLC since 2010. Outside of his advisory role, he serves on the board of Cherokee Nation Businesses, participating in multiple committees including M&A and audit, and advises a family wealth heir through Delaware Ladera LLC. AllianceBernstein L.P. is a global investment manager serving institutional and private clients with a research-driven approach across equities, fixed income, multi-asset, and alternative strategies. The firm manages large multi-asset mandates and pooled products while operating affiliated broker-dealers and trust companies.

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, Series 66

Denver, CO

AllianceBernstein L.P.

Matthew Mcconaty is a financial advisor with AllianceBernstein L.P. in Denver, CO, holding Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at Bernstein Private Wealth, New Republic Partners, Bank of New York Mellon, Heartland Financial, and First National Denver. AllianceBernstein is a global, research-driven investment manager serving institutional clients and private investors 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 analysis.

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

Emily N

CFP®, Series 66

Denver, CO

AllianceBernstein L.P.

Emily Neubert is a CFP® with 17 years of industry experience, currently serving as a financial advisor at AllianceBernstein L.P. in Denver, Colorado. She has been with AllianceBernstein 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 broad range of investment products and employs a research-centric approach that combines fundamental, economic, and quantitative disciplines across multiple asset classes.

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

Mary C

Series 63, Series 65

Denver, CO

AllianceBernstein L.P.

Mary Conroy Grasso is a financial advisor at AllianceBernstein L.P. in Denver, CO, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Bernstein since 2015. 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, 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

Austin H

Series 63, Series 65

Denver, CO

AllianceBernstein L.P.

Austin Hall is a financial advisor at AllianceBernstein L.P. with one year of industry experience. He previously worked at Smith & Nephew, OrthoSport Surgical, and Hall & Partners LLC, and has held roles with the Tennessee Titans and Stanford University. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients through a wide range of investment products including equities, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research 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

Mark J

Series 65, Series 66

Denver, CO

AllianceBernstein L.P.

Mark Jamison is a financial advisor at AllianceBernstein L.P. with 17 years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including Sanford C. Bernstein, Northern Trust, MBSC Securities Corporation, BNY Mellon, and AllianceBernstein. His current location is Denver, CO. 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 strategies and utilizes 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

Herbert M

Series 66

Denver, CO

AllianceBernstein L.P.

Herbert Moloney is a financial advisor with AllianceBernstein L.P. based in Denver, CO. He holds the Series 66 designation and has 19 years of industry experience. Moloney has been with Sanford C. Bernstein & Co., LLC since 2008. 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, utilizing a research-centric approach that incorporates fundamental, economic, and quantitative analysis.

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