Washington, DC Connecticut Avenue, N.W. Office

Team
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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

800 Connecticut Avenue, N.W., Suite 1001

Washington DC 20006-2720

Advisors at this office

22

Advisors at this office

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James E

Series 63, Series 65

Washington, DC

AllianceBernstein L.P.

James Eveleigh is a financial advisor at AllianceBernstein L.P. in Washington, DC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Sanford C. Bernstein & Co., LLC, Moore Kingston Smith LLP, and Cartwrights Business Advisors. 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 employs a research-centric approach combining fundamental, economic, and quantitative disciplines across multi-asset strategies.

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

Joseph B

CFP®, Series 63, Series 65

Washington, DC

AllianceBernstein L.P.

Joseph Brodecki is a financial advisor at AllianceBernstein L.P. with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Brodecki has been with Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., Inc. since the late 1990s. 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 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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Raymond J

Series 63, Series 65, Series 66

Washington, DC

AllianceBernstein L.P.

Raymond Janvier is a financial advisor with AllianceBernstein L.P. in Washington, DC, holding Series 63, 65, and 66 licenses and having four years of industry experience. His prior work includes positions at Sanford C. Bernstein & Co., LLC, PNC Private Bank, BNY Mellon Securities Corporation, and Bank of America. He serves as a Board Trustee for Arena Stage in Washington, DC, where he participates on the finance and investment committees, and is a Director and co-chair of the sponsorship committee at the Howard County Estate Planning Council. 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 emphasizes a research-centric approach that blends fundamental, economic, and quantitative disciplines to support portfolio management.

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

Series 63, Series 65

Washington, DC

AllianceBernstein L.P.

Christopher Tafaro is a financial advisor at AllianceBernstein L.P. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bernstein Private Wealth Management since 2022. Previously, he was employed at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients through a variety of investment products and strategies. The firm combines fundamental, economic, and quantitative research to support portfolio management across equities, fixed income, multi-asset, and alternative investments.

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

Series 66

Washington, DC

AllianceBernstein L.P.

Katarina Weir is a financial advisor at AllianceBernstein L.P. with four years of industry experience. She holds a Series 66 designation and has worked at Sanford C. Bernstein & Co., LLC since 2022. Prior to her current role, she was involved with the Orchestra of the Americas Group for sixteen years. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily institutional and pooled clients, including pension plans and endowments, 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.

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

Series 66

Washington, DC

AllianceBernstein L.P.

Jordan Forney is a financial advisor with AllianceBernstein L.P. based in Washington, DC. He holds a Series 66 designation and has 13 years of industry experience, including over a decade at Sanford C. Bernstein & Co., 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 wide range of investment products across multiple asset classes and focuses on 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

Sean C

Series 66

Washington, DC

AllianceBernstein L.P.

Sean Coleman is a financial advisor with AllianceBernstein L.P. holding a Series 66 credential and five years of industry experience. He has worked at Sanford C. Bernstein & Co. LLC since 2020 and has held roles at the University of Florida, PNC Financial Services, and Norseman Defense Technologies. AllianceBernstein L.P. is a global investment manager serving institutional and pooled clients as well as private clients through Bernstein Private Wealth Services. The firm employs a research-driven investment approach across a range of asset classes and offers discretionary and non-discretionary solutions, including separately managed accounts and mutual funds.

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

Series 66

Washington, DC

AllianceBernstein L.P.

Eric Steinmiller is a financial advisor with AllianceBernstein L.P., holding a Series 66 designation and bringing 20 years of industry experience. He has been with Sanford C. Bernstein since 2005. 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 diverse 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
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Mary M

CFP®, Series 63

Washington, DC

AllianceBernstein L.P.

Mary Mezey is a CFP® and Series 63-registered financial advisor at AllianceBernstein L.P. with two years of industry experience. Her prior roles include positions at Wilmington Trust and Hobart and William Smith Colleges. She has also been involved with DC Soccer Club in a non-investment capacity. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional clients and private investors through a broad range of investment products and strategies. The firm integrates fundamental, economic, and quantitative research disciplines to support portfolio management across equities, fixed income, multi-asset, and alternative investments.

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

Christopher O

Series 66

Washington, DC

AllianceBernstein L.P.

Christopher Opie is a financial advisor at AllianceBernstein L.P. with 15 years of industry experience. He has worked at AllianceBernstein since 2010 and holds the Series 66 designation. Outside of finance, he is involved with District Biscuit Company, a local food retail business specializing in southern-style biscuits that is transitioning into mass food manufacturing. AllianceBernstein is a global, research-driven investment manager serving mainly institutional clients, including pension plans, endowments, and sovereign wealth funds, as well as private clients. 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
user avatar

Mary Ann B

Series 66

Washington, DC

AllianceBernstein L.P.

Mary Ann Best is a financial advisor with AllianceBernstein L.P. based in Washington, DC. She holds the Series 66 designation and has 24 years of industry experience. Since 2011, she has worked at Sanford C. Bernstein & Co., LLC. Outside of her advisory role, she serves as CFO for nobl., a private search firm focused on placing talent in early-stage private venture start-ups, and provides marketing advice to a real estate LLC. 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 range of investment products and services and combines fundamental, economic, and quantitative research disciplines to support portfolio management.

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

Travis A

Series 66

Washington, DC

AllianceBernstein L.P.

Travis Allen is a financial advisor at AllianceBernstein L.P. with 22 years of industry experience. He holds a Series 66 designation and has been with Sanford C. Bernstein since 2003. Based in Washington, DC, he has a long tenure in investment management. 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.

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

David G

CFP®, Series 66

Washington D.C., DC

AllianceBernstein L.P.

David Greene is a CFP®-certified financial advisor with 17 years of industry experience. He works at AllianceBernstein L.P., formerly known as Sanford C. Bernstein & Co., LLC, where he has been since 2008. 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 wide range of investment products and employs 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

David K

Series 63, Series 65

Washington, DC

AllianceBernstein L.P.

David Kushner is a financial advisor at AllianceBernstein L.P. with one year of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanford C. Bernstein & Co., LLC since 2024. Prior to that, he was employed at Revolution, LLC and EY, and he also spent five years at Tulane University. 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 including equities, fixed income, multi-asset, and alternative strategies, supported by 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

Richard M

Series 66

Washington D.C., DC

AllianceBernstein L.P.

Richard Monfred is a financial advisor at AllianceBernstein L.P. with 18 years of industry experience. He holds a Series 66 designation and has been with Sanford C. Bernstein & Co., LLC since 2008. 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 diverse investment products across equities, fixed income, multi-asset, and alternative strategies, utilizing fundamental, economic, and quantitative research disciplines to support portfolio management.

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