Seattle, WA Union Street Office

Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Nathaniel Bobeck is a CFP® with 16 years of industry experience, currently serving at AllianceBernstein L.P. He has been with Sanford C. Bernstein & Co., LLC since 2013. Outside of his advisory role, he teaches yoga classes at The Sweatbox Yoga in Seattle. 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 its portfolio management and offers both discretionary and non-discretionary solutions.

John Richmond is a CFP®-certified financial advisor with eight years of industry experience. He is currently affiliated with Sanford C. Bernstein & Co. LLC, a division of AllianceBernstein L.P., where he has worked for four years. His prior experience includes roles at Fulcrum Capital LLC and Laird Norton Wealth Management. AllianceBernstein L.P. is a global, research-driven investment manager that serves institutional clients and private clients through Bernstein Private Wealth Services. The firm employs a research-centric approach across a broad range of investment products and manages large multi-asset mandates, pooled products, and affiliated broker-dealer and trust companies.

Jennifer Monahan is a financial advisor with AllianceBernstein L.P. and holds a Series 66 designation. She has six years of industry experience, including roles at Sanford C. Bernstein & Co., LLC, Marsh & McLennan, and Conover Insurance. Outside of her financial career, Monahan is an aerial arts instructor, teaching classes in disciplines such as lyra, silks, and hammock. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a range of equity, fixed income, multi-asset, and alternative strategies. The firm employs a research-centric investment approach and manages large multi-asset mandates alongside pooled products, supported by a broad organizational structure and specialized investment capabilities.

John Patnaude is a financial advisor at AllianceBernstein L.P. based in Seattle, WA, with 29 years of industry experience. He has been with Sanford C. Bernstein & Co. LLC, an affiliated firm of AllianceBernstein, since 2005. His credentials include the Series 63, Series 65, and Series 66 licenses. AllianceBernstein L.P. is a global, research-driven investment manager serving pooled and 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 employs a research-centric investment approach that integrates fundamental, economic, and quantitative analysis and offers a wide range of investment products across equities, fixed income, multi-asset, and alternative strategies.

Addison Valle 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 UBS Financial Services, Lilette, and Educere LLC. Outside of finance, he has experience in the restaurant industry, including roles at Superior Seafood and Oyster Bar and Baya Bar. 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 employs a research-centric investment approach across a broad range of asset classes and offers both discretionary and non-discretionary solutions.

Troy Niehaus is a financial advisor with AllianceBernstein L.P. in Seattle, WA, holding a Series 66 designation and eight years of industry experience. He has been with Sanford C. Bernstein & Co., LLC since 2017 and was previously with Intellectual Ventures from 2012 to 2017. Outside of his advisory role, he is involved with the Varsity Student Institute. 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 employs a research-centric approach combining fundamental, economic, and quantitative disciplines across a broad set of investment products and services.

Ryan Tobias is a financial advisor at AllianceBernstein L.P. with one year of industry experience. He holds a Series 66 designation and has previously worked at Bernstein Private Wealth Management, MassMutual Life Insurance Co, and other firms. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients through a wide array of investment products and strategies. The firm integrates fundamental, economic, and quantitative research to support portfolio management across equities, fixed income, multi-asset, and alternative investments.

Aaron Marberg is a financial advisor with AllianceBernstein L.P. in Seattle, WA, holding a Series 66 designation and 22 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2010 and previously was employed at Lincoln Investment and Shelgren Financial Group, Inc. 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 uses a research-centric approach combining fundamental, economic, and quantitative disciplines.

Mallory Maloney is a financial advisor at AllianceBernstein L.P. with two years of industry experience. She previously worked at Sanford C. Bernstein & Co., LLC, and has held roles at Hagerty, Immerse, and McClatchy. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private individuals through a range of investment products including equities, fixed income, multi-asset, and alternative strategies. The firm emphasizes a research-centric approach that combines fundamental, economic, and quantitative disciplines to support portfolio managers.

James Bocinsky is a financial advisor with AllianceBernstein L.P. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2016, following four years at Mass Mutual Investors Services and five years at M HOLDINGS SECURITIES, Inc. Outside of his advisory role, he is engaged in short-term real estate rental activities. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional clients and 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 across various asset classes.