Miami, FL Brickell Avenue Office

Team
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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

701 Brickell Avenue, Suite 2290

Miami FL 33131

Advisors at this office

19

Advisors at this office

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Stephan K

Series 66

Miami, FL

AllianceBernstein L.P.

Stephan Kretzschmar is a financial advisor at AllianceBernstein L.P. with 18 years of industry experience. He holds a Series 66 designation and has been with Sanford C. Bernstein & Co., LLC since 2007. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients such as pension plans and endowments, 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 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
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Anthony M

CFA®, Series 63

Miami, FL

AllianceBernstein L.P.

Anthony Milanese is a financial advisor with AllianceBernstein L.P. in Miami, FL, holding the CFA® and Series 63 designations and bringing 16 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2010. AllianceBernstein L.P. is a global investment manager serving primarily institutional clients as well as private clients through Bernstein Private Wealth Services. The firm employs a research-driven approach combining fundamental, economic, and quantitative disciplines across a broad range of investment products and strategies.

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

Series 66

Miami, FL

AllianceBernstein L.P.

Conor Gallagher is a financial advisor at AllianceBernstein L.P. with six years of industry experience. He holds a Series 66 designation and has worked at AllianceBernstein since 2019 following two years at PricewaterhouseCoopers. 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
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Evelyn V

Series 63, Series 65

Miami, FL

AllianceBernstein L.P.

Evelyn Vigistain is a financial advisor at AllianceBernstein L.P. with eight years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Bernstein Private Wealth Management, Bessemer Trust, WE Family Offices LLC, and Yoko Matcha. 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, utilizing 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
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Raul M

Series 66

Miami, FL

AllianceBernstein L.P.

Raul Markos is a financial advisor at AllianceBernstein L.P. with two years of industry experience and holds a Series 66 designation. He has worked at Sanford C. Bernstein & Co., LLC, Bankaool, S.A., and several other firms. Markos serves as Co-Chair of the International Chapter of the Financial Planning Association of Miami. 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 analysis across multiple asset classes.

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

Series 65, Series 66

Miami, FL

AllianceBernstein L.P.

Daniel Pacella is a financial advisor with AllianceBernstein L.P. in Miami, FL, holding Series 65 and Series 66 licenses and possessing 20 years of industry experience. He has been with Sanford C. Bernstein, part of the AllianceBernstein organization, since 2005. 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 integrates fundamental, economic, and quantitative research to support portfolio management across multiple asset classes.

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

Series 63, Series 65, Series 66

Miami, FL

AllianceBernstein L.P.

Lydia Pinnell is a financial advisor at AllianceBernstein L.P. with 13 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at Goldman, Sachs & Co., Edward Jones, ClarityAI, and Interactive Brokers. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors. The firm offers a broad range of investment products and uses 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

Joaquin D

Series 66

Miami, FL

AllianceBernstein L.P.

Joaquin Dulitzky is a financial advisor at AllianceBernstein L.P. with 15 years of industry experience. He has worked at Sanford C. Bernstein & Co. LLC since 2020 and was previously with BiscayneAmericas Advisers LLC from 2011 to 2018. From 2018 to 2020, he was involved in volunteer work and philanthropy. AllianceBernstein L.P. is a global investment manager serving pooled and institutional clients as well as private clients through Bernstein Private Wealth Services. The firm employs a research-driven investment approach that combines fundamental, economic, and quantitative disciplines across a broad range of asset classes 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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Benjamin M

CFP®, Series 63, Series 66

Miami, FL

AllianceBernstein L.P.

Benjamin Moscowicz is a CFP®-designated financial advisor with 25 years of industry experience. He has been with Sanford C. Bernstein & Co. since 2000 and is based in Miami, FL. He works at AllianceBernstein L.P., 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 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
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Samuel K

CFA®, Series 63

Miami, FL

AllianceBernstein L.P.

Samuel Kunau is a CFA® charterholder and financial advisor at AllianceBernstein L.P. with five years of industry experience. He has worked at AllianceBernstein since 2019 and previously held roles at Swire Properties and J.P. Morgan Chase & Co. in addition to periods as a student. AllianceBernstein L.P. is a global investment manager serving primarily institutional clients and private investors through a range of equity, fixed income, multi-asset, and alternative strategies. The firm employs a research-driven approach combining fundamental, economic, and quantitative analysis 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

Peter D

Series 63, Series 65

Miami, FL

AllianceBernstein L.P.

Peter Dreyfuss is a financial advisor at AllianceBernstein L.P. with 33 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC and Alliance Capital Management Lp since 2000. He holds Series 63 and Series 65 designations. Outside of his advisory role, he is a member of the Harvard Business School Club of South Florida Alumni Angels, focusing on private investments. 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 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

Kevin K

Series 65, Series 66

Miami, FL

AllianceBernstein L.P.

Kevin Krisowaty is a financial advisor with AllianceBernstein L.P. in Miami, FL, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Safra National Bank of New York, Leumi Investment Services Inc., Wells Fargo, Morgan Stanley, Citigroup Global Markets, and Merrill. He is a co-manager and founding member of Russian Networker, a local networking group for Russian-speaking professionals serving high-net-worth families in South Florida. 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 broad 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

Lawrence L

Series 65

Miami, FL

AllianceBernstein L.P.

Lawrence Lamonica is a financial advisor with AllianceBernstein L.P. holding a Series 65 designation and 12 years of industry experience. He previously worked at SOL Capital Management Company for 18 years and currently operates Lamonica Advisory Group alongside his role at AllianceBernstein. 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 employs a research-centric approach combining fundamental, economic, and quantitative disciplines and manages large multi-asset mandates alongside affiliated broker-dealers and trust services.

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

CFA®, Series 66

Miami, FL

AllianceBernstein L.P.

Moira Mc Lachlan is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. She has been with Sanford C. Bernstein & Co. since 2014, which is part of AllianceBernstein L.P. in Miami, FL. 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 across multiple asset classes 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

Blake B

Series 63, Series 66

Miami, FL

AllianceBernstein L.P.

Blake Bockhold is a financial advisor with AllianceBernstein L.P. based in Miami, FL. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked at Sanford C. Bernstein, LLC 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 diverse investment products across equities, fixed income, multi-asset, and alternative strategies, employing 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
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