Los Angeles, CA Avenue of the Stars 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
1999 Avenue of the Stars
Los Angeles CA 90067
Advisors at this office
24
Advisors at this office
Ryan M
CFP®, Series 66
Los Angeles, CA
AllianceBernstein L.P.
Ryan Martinez is a CFP® with 18 years of industry experience, currently serving as an advisor at Sanford C. Bernstein & Co., LLC, a subsidiary of AllianceBernstein L.P. He has been with the firm since 2008. 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 solutions across equities, fixed income, multi-asset, and alternatives, and is noted for its scale, broad organizational structure, and research-centric investment approach.
Edward O
Series 63, Series 65
Los Angeles, CA
AllianceBernstein L.P.
Edward Oconnor is a financial advisor at AllianceBernstein L.P. based in Los Angeles, CA, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at 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 and employs a research-centric approach that combines fundamental, economic, and quantitative disciplines.
Jonathan B
Series 66
Los Angeles, CA
AllianceBernstein L.P.
Jonathan Batista is a financial advisor at AllianceBernstein L.P. based in Los Angeles, CA, holding a Series 66 designation with eight years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2017 and was previously employed by Fidelity Investments from 2011 to 2017. 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 range of investment products and employs a research-centric approach that integrates fundamental, economic, and quantitative analysis.
Sophie M
Series 63, Series 65
Los Angeles, CA
AllianceBernstein L.P.
Sophie Mekjian is a financial advisor at AllianceBernstein L.P. with five years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Sanford C. Bernstein & Co., LLC since 2023. Her prior experience includes roles at StartEngine Crowdfunding LLC and Retention Science. 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 emphasizes a research-centric approach that combines fundamental, economic, and quantitative disciplines.
Errol F
Series 63, Series 66
Los Angeles, CA
AllianceBernstein L.P.
Errol Fortenberry Jr. is a financial advisor at AllianceBernstein L.P. with eight years of industry experience. He has been with Bernstein since 2017 and previously worked at Boston College from 2013 to 2017. He holds Series 63 and Series 66 licenses. 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 services across multiple asset classes and employs a research-centric investment approach combining fundamental, economic, and quantitative disciplines.
Maura P
Series 63, Series 66
Los Angeles, CA
AllianceBernstein L.P.
Maura Pape is a financial advisor at AllianceBernstein L.P. with five years of industry experience. Her career includes roles at Eurasia Group, DeepMacro, Impact Technologies, and Laurion Capital Management. 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 to support portfolio management.
Griffin D
Series 63, Series 65
Los Angeles, CA
AllianceBernstein L.P.
Griffin Douglas is a financial advisor at AllianceBernstein L.P. in Los Angeles, CA, holding Series 63 and 65 designations with six years of industry experience. His prior roles include positions at Venture West Funding, Evoke Wealth, Competize, and the University of Arizona. 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 and operates a wide global affiliate network, managing large multi-asset mandates and specialized credit solutions.
Alexander C
Series 66
Los Angeles, CA
AllianceBernstein L.P.
Alexander Chaloff is a financial advisor with AllianceBernstein L.P. based in Los Angeles, CA. He holds a Series 66 designation and has nine years of industry experience. He has been affiliated with Sanford C. Bernstein & Co., LLC since 2005. Outside of his advisory role, he serves as a member of the Retirement Committee at Hillcrest Country Club, a nonprofit equity-owned country club. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients. 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.
Peter S
Series 63, Series 65
Los Angeles, CA
AllianceBernstein L.P.
Peter Scholze is a financial advisor at AllianceBernstein L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., Inc. since 1998. 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, and emphasizes a research-centric approach that integrates fundamental, economic, and quantitative disciplines.
Alessandro S
Series 63, Series 65
Los Angeles, CA
AllianceBernstein L.P.
Alessandro Sacco 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 Afterpay, Oracle Corporation, and the University of California, Los Angeles. 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 disciplines.
Joseph E
CFA®, Series 63, Series 65
Los Angeles, CA
AllianceBernstein L.P.
Joseph Egan is a CFA® charterholder with 31 years of industry experience, currently serving at Sanford C. Bernstein & Co., LLC since 2000. He is affiliated with AllianceBernstein L.P., an investment manager based in Los Angeles, CA. 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 combines fundamental, economic, and quantitative disciplines.
Ryan S
Series 66
Los Angeles, CA
AllianceBernstein L.P.
Ryan Sikorsky is a financial advisor at AllianceBernstein L.P. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Paulson Investment Company, JPMorgan Chase Bank, and AXA Advisors, among others. Based in Los Angeles, CA, he has been with AllianceBernstein since 2023. 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 operates a wide global affiliate network along with affiliated broker-dealers and trust services.
Darren M
Series 63, Series 65, Series 66
Los Angeles, CA
AllianceBernstein L.P.
Darren Menaker is a financial advisor with AllianceBernstein L.P. based in Los Angeles, CA. He holds Series 63, Series 65, and Series 66 designations and has 26 years of industry experience. Menaker has been with Sanford C. Bernstein since 2003. 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 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.
Gregory K
Series 66
Los Angeles, CA
AllianceBernstein L.P.
Gregory Kurek Jr. is a financial advisor at AllianceBernstein L.P. with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Chase Bank. 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 disciplines to support portfolio management.
Jaritt R
CFP®, Series 66
Los Angeles, CA
AllianceBernstein L.P.
Jaritt Ruff is a financial advisor at AllianceBernstein L.P. with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Sanford C. Bernstein/AllianceBernstein since 2006. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors through a range of equity, fixed income, multi-asset, and alternative strategies. The firm employs a research-centric approach that incorporates fundamental, economic, and quantitative analysis to support portfolio management and offers both discretionary and non-discretionary investment solutions.
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