Tampa, FL East Kennedy Blvd Office

Team
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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

101 East Kennedy Blvd

Tampa FL 33602

Advisors at this office

22

Advisors at this office

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Matthew D

CFA®, Series 63

Tampa, FL

AllianceBernstein L.P.

Matthew Doone is a financial advisor with AllianceBernstein L.P. based in Tampa, FL. He holds the CFA® designation and Series 63 license, with 13 years of industry experience spent entirely at Sanford C. Bernstein & Co., LLC. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a diverse range of equity, fixed income, multi-asset, and alternative strategies. The firm’s approach combines fundamental, economic, and quantitative research disciplines to support portfolio management across multiple product types, including mutual funds, ETFs, and separately managed accounts.

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

Robert P

Series 66

Tampa, FL

AllianceBernstein L.P.

Robert Pariseau Jr. is a financial advisor with AllianceBernstein L.P. in Tampa, FL, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Sanford C. Bernstein & Co., LLC since 2011. 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 combines fundamental, economic, and quantitative research to support portfolio management across multiple asset classes.

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

CFP®, Series 63

Cccccctampa, FL

AllianceBernstein L.P.

Emily Hunt is a CFP® with eight years of industry experience, currently serving at AllianceBernstein L.P. She has worked exclusively with Sanford C. Bernstein & Co., LLC since 2017 and attended the University of Florida from 2013 to 2017. AllianceBernstein L.P. is a global investment manager serving mainly institutional and pooled clients, as well as private clients through Bernstein Private Wealth Services. The firm employs a research-driven approach across various asset classes 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
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Christian G

Series 65, Series 66

Tampa, FL

AllianceBernstein L.P.

Christian Green is a financial advisor at AllianceBernstein L.P. with nine years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at firms including JPMorgan Chase Bank NA, Wells Fargo Clearing, and Morgan Stanley. 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, leveraging 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
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Victoria W

Series 66

Tampa, FL

AllianceBernstein L.P.

Victoria Wienholt is a financial advisor at AllianceBernstein L.P. with three years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments. 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 wide range of investment products across multiple asset classes 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

Justine D

Series 66

Tampa, FL

AllianceBernstein L.P.

Justine Decarlo is a financial advisor at AllianceBernstein L.P. with four years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients through a broad range of investment products and strategies, including equities, fixed income, multi-asset, and alternatives. The firm combines fundamental, economic, and quantitative research disciplines to support portfolio management 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
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Joel S

Series 63, Series 65

Tampa, FL

AllianceBernstein L.P.

Joel Stevens is a financial advisor with AllianceBernstein L.P. based in Tampa, FL. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 26 years with Sanford C. Bernstein & Co., LLC and Alliance Capital Management Lp. 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 its portfolio managers.

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

Stephanie G

Series 66

Tampa, FL

AllianceBernstein L.P.

Stephanie Gibson is a financial advisor with AllianceBernstein L.P. in Tampa, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Sanford C. Bernstein, a firm affiliated with AllianceBernstein, since 2004. 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 across multiple asset classes, employing a research-centric approach that integrates 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

Nicholas N

Series 66

Tampa, FL

AllianceBernstein L.P.

Nicholas Nelson is a financial advisor with AllianceBernstein L.P. based in Tampa, FL. He holds a Series 66 designation and has 11 years of industry experience, all of which has been with Sanford C. Bernstein & Co., LLC since 2015. In addition to his advisory role, he is also an insurance agent for Edwards Financial Services. AllianceBernstein L.P. is a global investment manager that serves pooled and institutional clients as well as private clients through Bernstein Private Wealth Services. The firm employs a research-driven approach that integrates fundamental, economic, and quantitative analysis across a broad range of investment products and strategies.

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

Kennedy G

Series 66

Tampa, FL

AllianceBernstein L.P.

Kennedy Gonzalez is a financial advisor at AllianceBernstein L.P. with four years of industry experience. Prior to joining AllianceBernstein in 2024, he worked at Morgan Stanley from 2021 to 2024. He holds a Series 66 designation. AllianceBernstein L.P. is a global, research-driven investment manager that serves 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, employing 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

Nicholas G

Series 63, Series 65

Tampa, FL

AllianceBernstein L.P.

Nicholas Guaglardi is a financial advisor at AllianceBernstein L.P. in Tampa, FL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with AllianceBernstein since 2016. AllianceBernstein 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 services, employing a research-centric approach that integrates 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

Miles H

CFP®, Series 63

Tampa, FL

AllianceBernstein L.P.

Miles Honens is a CFP® professional with seven years of industry experience, currently serving as an advisor at AllianceBernstein L.P. in Tampa, FL. His prior work includes positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Life Insurance Company, and Cove Group LLC. Outside of advisory, he owns and operates Bay Builds LLC, a company focused on purchasing, renovating, and reselling residential properties in the Tampa Bay area. 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 multiple asset classes 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

Eric L

Series 63, Series 65

Tampa, FL

AllianceBernstein L.P.

Eric Leightner is a financial advisor with AllianceBernstein L.P. based in Tampa, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having worked with Sanford C. Bernstein & Co. LLC since 2012. AllianceBernstein is a global, research-driven investment manager serving primarily pooled and 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, with 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

George M

CFA®, Series 63, Series 65

Tampa, FL

AllianceBernstein L.P.

George Mavlios is a CFA® charterholder and registered securities professional with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Sanford C. Bernstein & Co., LLC and Alliance Capital Management L.P. for 26 years. He is based in Tampa, FL. George is affiliated with AllianceBernstein L.P., a global, research-driven investment manager serving institutional and private clients. The firm offers a broad range of investment products and services across multiple asset classes and uses 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

Jason C

Series 63, Series 66

Tampa, FL

AllianceBernstein L.P.

Jason Cerniglia is a financial advisor at AllianceBernstein L.P. with five years of industry experience. He has held prior roles at Sanford C. Bernstein, Co., LLC, Northwestern Mutual, and Young Community Developers, Inc. He holds Series 63 and Series 66 registrations. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional 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 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
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