Stamford, CT Office

Benjamin Roche is a financial advisor at AllianceBernstein L.P. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanford C. Bernstein & Co., LLC, Amazon Web Services, and Cornell University, among others. Roche holds a passive investment interest in a special purpose vehicle supporting The Sylvia Brafman Mental Health Center, a provider of inpatient and outpatient mental health services. 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 across equities, fixed income, multi-asset, and alternative strategies, employing a research-centric approach that integrates fundamental, economic, and quantitative disciplines.

Fernando Valdegas Jr. is a financial advisor at AllianceBernstein L.P. with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Bernstein Private Wealth Management, Blue Heron Research Partners, and Northwestern Mutual Investment Management. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors through Bernstein Private Wealth Services. The firm offers a diverse range of investment products and employs a research-centric approach combining fundamental, economic, and quantitative disciplines.

Juan Garza is a financial advisor with AllianceBernstein L.P. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to his current role at Sanford C. Bernstein & Co., LLC, he was with Northwestern Mutual for one year. 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 combines fundamental, economic, and quantitative research disciplines to support portfolio management.

Scott Nevins is a financial advisor at AllianceBernstein L.P. with 20 years of industry experience. He holds a Series 66 designation and has been with Sanford C. Bernstein since 2006. Outside of his advisory role, he is involved in several entrepreneurial ventures, including holding a patent for a multi-purpose gift card aimed at supporting nonprofits, developing an innovative undergarment product called The Steff, and serving as CEO of a company creating software to enhance virtual meeting branding. 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 integrates fundamental, economic, and quantitative analysis.

David Altman is a CFP® with 22 years of industry experience, currently serving at AllianceBernstein L.P. He has been with Sanford C. Bernstein since 2003. Outside of his financial career, he is co-owner and vice president of a Pilates studio in New York City, which he operates with his wife. 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.

Erin Merlone is a financial advisor at AllianceBernstein L.P. with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Sanford C. Bernstein & Co., LLC since 2010. Outside of her advisory role, she has involvement with the Town of Hempstead and Garden City Middle School. 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, combining fundamental, economic, and quantitative research to support portfolio management across various asset classes.

Walter Murphy Jr. is a financial advisor with AllianceBernstein L.P., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Sanford C. Bernstein & Co., LLC since 2014, which operates as an affiliated broker-dealer within the AllianceBernstein organization. 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 wide range of investment products and solutions, combining fundamental, economic, and quantitative research disciplines across multiple asset classes.

William Bishop is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2023 to 2024 and was an Advisor at Barnum Financial Group from 2018 to 2023. He collaborates with clients to develop and implement financial plans by engaging in a thorough and personalized process to understand their goals and objectives. His approach focuses on helping clients work towards achieving their wealth planning success. William holds a California Insurance License.

Mark Smith is a financial advisor at AllianceBernstein L.P. with 23 years of industry experience. He holds Series 65 and Series 66 designations and has been with Sanford C. Bernstein since 2003. 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 across equities, fixed income, multi-asset, and alternative strategies, utilizing a research-centric approach combining fundamental, economic, and quantitative analysis.

Kelly Clements is a financial advisor at AllianceBernstein L.P. with eight years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining AllianceBernstein in 2018, she worked at KPMG for one year and attended Binghamton University for four years. AllianceBernstein L.P. is a global investment manager serving pooled and institutional clients as well as private clients through Bernstein Private Wealth Services. The firm employs a research-driven approach across a broad range of investment products including equities, fixed income, multi-asset, and alternative strategies.