Nashville, TN Commerce St logo

Nashville, TN Commerce St 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

501 Commerce St

Nashville TN 37203

Advisors at this office

68

Advisors at this office

user avatar

Keaton W

Series 66

Nashville, TN

AllianceBernstein L.P.

Keaton Wright is a financial advisor at AllianceBernstein L.P. based in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Baird, Masters, and First Citizens Bank. Outside of finance, he has been involved with The Prettiest Pieces, indicating interests beyond his advisory career. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a wide range of investment products and strategies. The firm combines fundamental, economic, and quantitative research to support portfolio management and offers both discretionary and non-discretionary solutions across multiple asset classes.

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

Daniel G

Series 66

Nashville, TN

AllianceBernstein L.P.

Daniel Gavin is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Sanford C. Bernstein since 2005. Gavin is based in Nashville, TN. 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 investment products. The firm employs a research-centric approach that integrates fundamental, economic, and quantitative disciplines across its broad platform of 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

Cameron G

Series 63, Series 66

Nashville, TN

AllianceBernstein L.P.

Cameron Gardner is a financial advisor at AllianceBernstein L.P. with nine years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2021, following roles at Raymond James and T. Rowe Price. Gardner holds Series 63 and Series 66 designations. 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 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
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Logan M

Series 66

Nashville, TN

AllianceBernstein L.P.

Logan Marshall is a financial advisor at AllianceBernstein L.P. with 12 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services since 2013, including a role at Raymond James Financial Services Advisors in 2019. 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 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
user avatar

Kevin C

Series 66

Nashville, TN

AllianceBernstein L.P.

Kevin Cowles is a financial advisor at AllianceBernstein L.P. with two years of industry experience. He holds the Series 66 designation and has worked previously at UBS and Merrill Lynch. Cowles is based in Nashville, TN. 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 multiple asset classes 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

Jake K

Series 63, Series 65

Nashville, TN

AllianceBernstein L.P.

Jake Koproski is a financial advisor at AllianceBernstein L.P. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining AllianceBernstein, he has held positions at Heroes Carwash, 5:9 Protection Services, and Furman University. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional clients such as pension plans, endowments, insurance companies, and sovereign wealth funds, as well as private clients through Bernstein Private Wealth Services. The firm offers a wide range of investment products and services, 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

Nicholas B

Series 66

Nashville, TN

AllianceBernstein L.P.

Nicholas Birren is a financial advisor with AllianceBernstein L.P. in Nashville, TN, holding a Series 66 designation and six years of industry experience. He has been with AllianceBernstein since 2019 and previously worked at StudioNow, Inc. from 2016 to 2019. 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 multiple asset classes and employs a research-centric investment 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

Samuel S

Series 66

Nashville, TN

AllianceBernstein L.P.

Samuel Spry is a financial advisor with AllianceBernstein L.P. in Nashville, TN, holding a Series 66 credential and nine years of industry experience. His career includes multiple roles at AllianceBernstein Investments, Inc., as well as positions at Vestwell Advisors LLC, Kestra Financial, Inc., Apprisen, and Waddell & Reed. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients through a broad range of investment products, applying 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

Justin M

Series 63, Series 66

Nashville, TN

AllianceBernstein L.P.

Justin Moon is a financial advisor with AllianceBernstein L.P. in Nashville, TN, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Lord Abbet & Co and T. Rowe Price, and he served in the United States Air Force Reserves from 2015 to 2021. Outside of finance, he is a founding partner and director of Epeius Solutions, LLC, a firm that provides security auditing and testing services for large venues and entertainment organizations. AllianceBernstein L.P. is a global investment manager serving institutional and private clients with a broad range of equity, fixed income, multi-asset, and alternative strategies. The firm employs a research-driven approach that integrates fundamental, economic, and quantitative analysis to support portfolio management across various investment vehicles.

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

James Y

Series 66

Nashville, TN

AllianceBernstein L.P.

James Young is a financial advisor at AllianceBernstein L.P. based in Nashville, TN, holding a Series 66 designation with 11 years of industry experience. He has worked at AllianceBernstein Investments, Inc. since 2019 and previously spent four years with Invesco Advisers, Inc. 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 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

Kristopher M

Series 66

Nashville, TN

AllianceBernstein L.P.

Kristopher Myllari is a financial advisor at AllianceBernstein L.P. with one year of industry experience. He holds a Series 66 designation. Prior to his advisory role, his background includes multiple positions primarily outside the financial industry. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients through a broad range of equity, fixed income, multi-asset, and alternative investment strategies. The firm combines fundamental, economic, and quantitative research disciplines to support portfolio management across its diverse product offerings.

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

Mashaal K

Series 66

Nashville, TN

AllianceBernstein L.P.

Mashaal Khalid is a financial advisor at AllianceBernstein L.P. in Nashville, TN, holding a Series 66 designation with seven years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2020 and previously at Axa Advisors, LLC from 2018 to 2020. Prior to his advisory career, he was a homemaker from 2015 to 2018. 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 uses 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

Riley F

Series 66

Nashville, TN

AllianceBernstein L.P.

Riley Fealko is a financial advisor at AllianceBernstein L.P. with seven years of industry experience. He holds a Series 66 designation and has previously worked at BlackRock Investments LLC and Oppenheimer & Co. Fealko’s background also includes research roles at the University of College Dublin and the University of Michigan. 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 uses 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

Cameron L

Series 66

Nashville, TN

AllianceBernstein L.P.

Cameron Lane is a financial advisor at AllianceBernstein L.P. with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Equitable Advisors. 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 broad range of investment products and employs a research-centric approach combining 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

Andrew H

Series 63, Series 66

Nashville, TN

AllianceBernstein L.P.

Andrew Haycock is a financial advisor with AllianceBernstein L.P. in Nashville, TN, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at Eaton Vance Distributors, Inc. and Eaton Vance Management from 2016 to 2023 before joining AllianceBernstein Investments in 2024. 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 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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