San Francisco, CA California Street 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
555 California Street, Suite 4300
San Francisco CA 94104
Advisors at this office
24
Advisors at this office
Joseph M
Series 63, Series 65
San Francisco, CA
AllianceBernstein L.P.
Joseph Malot is a financial advisor with AllianceBernstein L.P. in San Francisco, CA, holding Series 63 and Series 65 designations, and has 17 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2015. AllianceBernstein L.P. is a global, research-driven investment manager that serves 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 solutions across multiple asset classes, employing a research-centric approach that integrates fundamental, economic, and quantitative analysis.
Andrew H
Series 66
San Francisco, CA
AllianceBernstein L.P.
Andrew Hess is a financial advisor with AllianceBernstein L.P. in San Francisco, holding a Series 66 designation and 18 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2008. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private clients through Bernstein Private Wealth Services. The firm employs a research-centric investment approach across a broad range of products and strategies, including equities, fixed income, multi-asset, and alternatives.
Ruchi P
Series 66
San Francisco, CA
AllianceBernstein L.P.
Ruchi Patel is a financial advisor with AllianceBernstein L.P. in San Francisco, holding a Series 66 designation and eight years of industry experience. She has worked at Sanford C. Bernstein & Co., LLC since 2019 and previously held positions at Charles Schwab and the Acton School of Business. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients such as pension plans 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, employing a research-centric investment approach that combines fundamental, economic, and quantitative disciplines.
James E
Series 66
San Francisco, CA
AllianceBernstein L.P.
James Ellis is a financial advisor with AllianceBernstein L.P. in San Francisco, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Sanford C. Bernstein & Co., LLC, an affiliated broker-dealer of AllianceBernstein, since 2015. 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 services across multiple asset classes, employing a research-centric approach that combines fundamental, economic, and quantitative disciplines.
Edward W
Series 66
San Francisco, CA
AllianceBernstein L.P.
Edward Wenrick is a financial advisor with AllianceBernstein L.P. in San Francisco, holding a Series 66 designation and 19 years of industry experience. He has been with Sanford C. Bernstein since 2006. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a broad range of investment products and strategies. The firm employs a research-centric approach, combining fundamental, economic, and quantitative disciplines to support portfolio management across equities, fixed income, multi-asset, and alternative investments.
Michele W
Series 63, Series 65, Series 66
San Francisco, CA
AllianceBernstein L.P.
Michele Walker is a financial advisor at AllianceBernstein L.P. with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Jordan Park Group and ALFA Partners, LLC. 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.
Kevin D
Series 63, Series 65
San Francisco, CA
AllianceBernstein L.P.
Kevin Dausch is a financial advisor at AllianceBernstein L.P. in San Francisco, CA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with AllianceBernstein Investments, Inc. since 2008. 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, employing a research-centric approach that combines fundamental, economic, and quantitative disciplines.
Caroline G
CFP®, Series 63
San Francisco, CA
AllianceBernstein L.P.
Caroline Gartland is a CFP® professional at AllianceBernstein L.P. with five years of industry experience. Her prior roles include positions at PwC, Morgan Stanley, and ViaSat. She is based in San Francisco, CA. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional clients and private investors through Bernstein Private Wealth Services. The firm offers a broad range of investment products and services and combines fundamental, economic, and quantitative research to support portfolio management across various asset classes.
Sivan S
Series 66
San Francisco, CA
AllianceBernstein L.P.
Sivan Sack is a financial advisor at AllianceBernstein L.P. in San Francisco, holding a Series 66 credential with seven years of industry experience. Prior to joining Bernstein Private Wealth Management, Sivan worked at BlackRock Investments and Attentive. Outside of work, Sivan volunteers as Chair for the Maccabi USA Open Tennis team and serves on the Membership Committee of the California Tennis Club. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a broad range of products across equities, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research disciplines in its investment approach and manages large, multi-asset mandates and pooled products worldwide.
Michael G
Series 63, Series 65
San Francisco, CA
AllianceBernstein L.P.
Michael Goodman is a financial advisor at AllianceBernstein L.P. in San Francisco, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His work history includes roles at Sanford C. Bernstein & Co., LLC and Bernstein Private Wealth Management. He also has experience outside of finance, including a position at Round Hill Country Club. 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 across equities, fixed income, multi-asset, and alternatives, combining fundamental, economic, and quantitative research disciplines in its approach.
Jeffrey K
CFP®, Series 63, Series 66
San Francisco, CA
AllianceBernstein L.P.
Jeffrey Kragel Jr. is a CFP® with 18 years of industry experience and is currently with AllianceBernstein L.P. He has been with Sanford C. Bernstein & Co., LLC since 2007. Outside of his advisory role, he serves as a board observer for a venture capital firm, Third Craft Partners/Gooder Foods, and Kindling Snacks, a company that manufactures protein pretzels. He is also secretary for the Aaron Rodgers Foundation, coordinating philanthropic activities. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients through a broad range of investment products and services. The firm employs a research-centric approach combining fundamental, economic, and quantitative disciplines to support portfolio management across equities, fixed income, multi-asset, and alternative strategies.
Jason N
Series 63, Series 65
San Francisco, CA
AllianceBernstein L.P.
Jason Nossiter is a financial advisor with AllianceBernstein L.P. based in San Francisco, CA, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2008. AllianceBernstein L.P. is a global, research-driven investment manager serving pooled and institutional clients, including pension plans, endowments, and sovereign wealth funds, as well as private clients through Bernstein Private Wealth Services. The firm employs a research-centric investment approach combining fundamental, economic, and quantitative disciplines across a broad range of products and strategies.
James L
Series 63, Series 66
San Francisco, CA
AllianceBernstein L.P.
James Lloyd is a financial advisor at AllianceBernstein L.P. in San Francisco, CA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2003. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients, pooled funds, and 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 analysis.
Daniel E
Series 63, Series 65
San Francisco, CA
AllianceBernstein L.P.
Daniel Eagan is a financial advisor at AllianceBernstein L.P. based in San Francisco, CA, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanford C. Bernstein & Co. LLC since 2018, including prior tenure at Sanford C. Bernstein from 2001 to 2016, and a brief period at Hirtle Callaghan & Co. LLC in 2017. 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 strategies, combining fundamental, economic, and quantitative research disciplines across equities, fixed income, multi-asset, and alternatives.
Danielle Y
Series 66
San Francisco, CA
AllianceBernstein L.P.
Danielle Yokell is a financial advisor at AllianceBernstein L.P. with 17 years of industry experience. She holds the Series 66 designation and has been with Sanford C. Bernstein & Co., LLC since 2009. 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 offers both discretionary and non-discretionary investment solutions.
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