Philadelphia, PA Market Street 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

1735 Market Street, Suite 3800

Philadelphia PA 19103

Advisors at this office

22

Advisors at this office

user avatar

Christopher H

Series 66

Philadelphia, PA

AllianceBernstein L.P.

Christopher Hoke is a financial advisor at AllianceBernstein L.P. based in Philadelphia, PA. He holds a Series 66 designation and has 11 years of industry experience. Since 2016, he has worked at Sanford C. Bernstein & Co., LLC, a subsidiary of AllianceBernstein. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors through a broad range of investment products across equities, fixed income, multi-asset, and alternatives. The firm combines fundamental, economic, and quantitative research to support portfolio management and offers both discretionary and non-discretionary investment solutions.

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

David O

Series 66

Philadelphia, PA

AllianceBernstein L.P.

David Oxley is a financial advisor with AllianceBernstein L.P. in Philadelphia, PA, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at Sanford C. Bernstein & Co., LLC; Fulton Financial Corporation; and Morgan Stanley. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional and pooled clients, with a broad range of investment products across equities, fixed income, multi-asset, and alternative strategies. The firm emphasizes a research-centric approach that combines fundamental, economic, and quantitative disciplines, managing large multi-asset mandates and pooled products worldwide.

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

John P

Series 63, Series 65

Philadelphia, PA

AllianceBernstein L.P.

John Polidori Jr. is a financial advisor with AllianceBernstein L.P., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2000. 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 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
user avatar

Scott R

Series 66

Philadelphia, PA

AllianceBernstein L.P.

Scott Repke is a financial advisor with AllianceBernstein L.P., holding a Series 66 designation and bringing 24 years of industry experience. He has been with Bernstein since 2001. 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.

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

James T

Series 63, Series 65

Philadelphia, PA

AllianceBernstein L.P.

James Thompson is a financial advisor at AllianceBernstein L.P. in Philadelphia, PA, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with AllianceBernstein Investments, Inc. since 2011. 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 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

Michael N

CFP®, Series 66

Philadelphia, PA

AllianceBernstein L.P.

Michael Needles is a CFP® with four years of industry experience, currently serving as a financial advisor at AllianceBernstein L.P. in Philadelphia, PA. His prior experience includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He has also been employed outside the investment industry, including at Fred's Avalon Liquor Store. AllianceBernstein L.P. is a global 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-driven investment approach across multiple 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
user avatar

Evan L

Series 66

Philadelphia, PA

AllianceBernstein L.P.

Evan Linhardt is a financial advisor at AllianceBernstein L.P. with five years of industry experience. He has worked at Sanford C. Bernstein, Co., LLC since 2020 and previously held roles at Philadelphia School Partnership and the New Jersey Department of Education. Outside of his advisory work, he is a partner with InvestaCuse Realty, LLC, managing rental properties. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a broad range of investment products and strategies, including equities, fixed income, and alternatives. The firm integrates fundamental, economic, and quantitative research to support portfolio management and operates a wide global affiliate network.

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

Karyn L

Series 63, Series 65

Philadelphia, PA

AllianceBernstein L.P.

Karyn Lyman is a financial advisor at AllianceBernstein L.P. with two years of industry experience. She holds Series 63 and Series 65 credentials and has worked at AllianceBernstein since 2023. Prior to joining the firm, she was involved with the Free Library of Philadelphia Foundation and the Philadelphia Outward Bound School, and she operated her own consulting business, Lyman Arts Consulting, for eight years. 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.

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

Daniel D

Series 63, Series 65

Philadelphia, PA

AllianceBernstein L.P.

Daniel Deegan is a financial advisor at AllianceBernstein L.P. in Philadelphia, PA, holding Series 63 and Series 65 credentials with four years of industry experience. He has worked at Bernstein since 2021 and previously held positions at General Dynamics Corporation and Mercer. AllianceBernstein L.P. is a global investment manager serving primarily institutional clients and private individuals through a broad range of investment products, using a research-driven approach that integrates fundamental, economic, and quantitative disciplines. The firm manages multi-asset mandates and pooled products while operating affiliated broker-dealers and trust companies worldwide.

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

Nathaniel M

Series 63, Series 65

Philadelphia, PA

AllianceBernstein L.P.

Nathaniel Margolies is a financial advisor at AllianceBernstein L.P. with five years of industry experience. He previously worked at Goldman Sachs and Kenan-Flagler Business School. He serves on the Investment Committee of the Jewish Community Investment Fund, a nonprofit organization based in Philadelphia. 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 disciplines to support portfolio management and operates a wide global affiliate network.

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

Harris M

Series 63, Series 65

Philadelphia, PA

AllianceBernstein L.P.

Harris Mansell is a financial advisor at AllianceBernstein L.P. in Philadelphia, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Bernstein since 2014. 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 combining fundamental, economic, and quantitative 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

Kurt W

Series 63, Series 65

Philadelphia, PA

AllianceBernstein L.P.

Kurt Watkinson is a financial advisor at AllianceBernstein L.P. in Philadelphia, PA, holding Series 63 and Series 65 designations with 11 years of industry experience. He has been with AllianceBernstein since 2014. 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 diverse investment products across equities, fixed income, multi-asset, and alternative strategies, combining fundamental, economic, and quantitative research disciplines to support portfolio management.

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

Zakery P

Series 66

Philadelphia, PA

AllianceBernstein L.P.

Zakery Prosmushkin is a financial advisor at AllianceBernstein L.P. with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, BizEquity, and held various roles including positions with Northampton Township Parks and Recreation and the University of Tennessee, Knoxville. 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 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

William F

CFP®, Series 63, Series 65

Philadelphia, PA

AllianceBernstein L.P.

William Furey is a CFP® certificant with 14 years of industry experience. He currently works at Sanford C. Bernstein & Co., LLC, part of AllianceBernstein L.P., where he has been employed since 2022. Prior to this, he spent 11 years with SEI Investments Management Corp. 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 combines fundamental, economic, and quantitative research disciplines in its portfolio management approach.

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

Emily M

Series 63, Series 65

Philadelphia, PA

AllianceBernstein L.P.

Emily Murphey is a financial advisor at AllianceBernstein L.P. with four years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes three years at Goldman Sachs and two years at the University of Notre Dame. 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 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
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”)