San Diego, CA 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
4365 Executive Drive, Suite 700
San Diego CA 92121
Advisors at this office
10
Advisors at this office
Caroline D
CFP®, Series 63
San Diego, CA
AllianceBernstein L.P.
Caroline Dupont is a CFP®-designated financial advisor with six years of industry experience, currently with AllianceBernstein L.P. since 2020. Her prior experience includes roles at The Mather Group LLC and Astraeus Advisors LLC. She also worked with the Szent Benedek - Balatonfüred Röplabda Akadémia, a volleyball academy, indicating involvement outside traditional finance. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a wide range of investment products across equities, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research to support its portfolio management and offers both discretionary and non-discretionary solutions.
Todd B
Series 63, Series 66
San Diego, CA
AllianceBernstein L.P.
Todd Buechs is a financial advisor with AllianceBernstein L.P. based in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at AllianceBernstein and its affiliated broker-dealer Sanford C. Bernstein & Co., LLC since 2012. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a wide 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 analysis and operates at scale with a broad organizational network.
Kristine W
CFP®, Series 63
San Diego, CA
AllianceBernstein L.P.
Kristine Wexler is a CFP® with 24 years of industry experience, currently serving at AllianceBernstein L.P. since 2020. She previously worked at Bessemer Trust Company, N.A. for 19 years. Wexler is also chairman of the board of Burling Bancorp, a parent company of Burling Bank and related entities in Chicago. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and combines fundamental, economic, and quantitative research to support portfolio management across multiple asset classes.
Brandon R
Series 66
San Diego, CA
AllianceBernstein L.P.
Brandon Robbins is a financial advisor with AllianceBernstein L.P. holding a Series 66 designation and three years of industry experience. He has been with Sanford C. Bernstein & Co., LLC since 2022 and previously worked with the Greater San Diego Association of REALTORS and San Diego MLS. Robbins serves on the board of directors for ACG San Diego, a trade association focused on networking and educational events. 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.
Shawn W
Series 66
San Diego, CA
AllianceBernstein L.P.
Shawn Wamstad is a financial advisor at AllianceBernstein L.P. with 14 years of industry experience. He holds a Series 66 credential and has worked at Sanford C. Bernstein & Co., LLC since 2011. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and pooled clients, including 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 multiple asset classes and employs a research-centric approach that integrates fundamental, economic, and quantitative disciplines.
Christian T
Series 66
San Diego, CA
AllianceBernstein L.P.
Christian Tresse is a financial advisor at AllianceBernstein L.P. with 24 years of industry experience. He has been with Sanford C. Bernstein since 2002 and holds a Series 66 license. 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, combining fundamental, economic, and quantitative research disciplines to support portfolio management.
Connor V
Series 66
San Diego, CA
AllianceBernstein L.P.
Connor Van Skike is a financial advisor at AllianceBernstein L.P. He holds a Series 66 designation and began his industry career in 2026. His prior work experience includes roles at Sanford C. Bernstein & Co., LLC, MWA Financial Services, Inc., and Modern Woodmen of America, as well as various positions outside the financial sector. 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 across multiple asset classes.
Ryan B
Series 66
San Diego, CA
AllianceBernstein L.P.
Ryan Bordelon is a financial advisor at AllianceBernstein L.P. with 11 years of industry experience. He holds a Series 66 designation and has been with AB Bernstein Private Wealth Management since 2016. Outside of his advisory role, he serves on the advisory board of Copia Wealth Studios, a software platform designed to aggregate and manage family office asset information, providing strategic input on product development. 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 across multiple asset classes and employs a research-centric investment approach that integrates fundamental, economic, and quantitative analysis.
Inaki P
Series 63, Series 65
San Diego, CA
AllianceBernstein L.P.
Inaki Pedroarena is a financial advisor at AllianceBernstein L.P. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Andreessen Horowitz and StartEngine. 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, combining fundamental, economic, and quantitative disciplines to support portfolio management.
Benjamin L
Series 66
San Diego, CA
AllianceBernstein L.P.
Benjamin Lucas is a financial advisor with AllianceBernstein L.P. in San Diego, CA. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Sanford C. Bernstein & Co., LLC in 2020, he worked at Raymond James and Associates, Inc for two years and was affiliated with Sewanee: The University of the South for four years. AllianceBernstein L.P. is a global, research-driven investment manager that serves 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.
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