West Palm Beach, FL South Flagler Drive 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

777 South Flagler Drive, Suite 1010

West Palm Beach FL 33401

Advisors at this office

18

Advisors at this office

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Ian Z

Series 63, Series 65

West Palm Beach, FL

AllianceBernstein L.P.

Ian Zinn is a financial advisor at AllianceBernstein L.P. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sanford C. Bernstein since 2006. Outside of his advisory role, he manages Crow Island Consulting, through which he makes strategic introductions among private equity, venture capital, single-family offices, hedge funds, and businesses. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily pooled and institutional clients alongside private clients via 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 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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Jordan B

CFA®, Series 66

West Palm Beach, FL

AllianceBernstein L.P.

Jordan Bresalier is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC since 2018, with prior roles at Chepenik Financial and Alpha Epsilon Pi, Inc. He is an advisor at AllianceBernstein L.P., a global, research-driven investment manager serving institutional clients and private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and combines fundamental, economic, and quantitative research to support portfolio managers 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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Jacqueline M

CFP®, Series 63, Series 65

West Plam Beach, FL

AllianceBernstein L.P.

Jacqueline Markoff is a Certified Financial Planner (CFP®) with 19 years of industry experience. She has been with Sanford C. Bernstein & Co. LLC, part of AllianceBernstein L.P., for 14 years. AllianceBernstein L.P. is a global investment manager serving primarily 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.

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

Series 63, Series 65

West Palm Beach, FL

AllianceBernstein L.P.

Bennett Perrine is a financial advisor at AllianceBernstein L.P. based in West Palm Beach, FL, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC and companies such as Remy Cointreau USA and L'Oreal USA. 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 solutions.

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

Series 63, Series 65

West Palm Beach, FL

AllianceBernstein L.P.

Erick Alonso is a financial advisor at AllianceBernstein L.P. with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bernstein since 2020. His prior roles include positions at CME Group and Merrill Lynch, as well as a decade at Loyola University Maryland. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a wide range of investment products, including equities, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research disciplines to support portfolio management across various 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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M. Joseph R

Series 63, Series 65

West Palm Beach, FL

AllianceBernstein L.P.

M. Joseph Robinson is a financial advisor with AllianceBernstein L.P. based in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Sanford C. Bernstein & Co., LLC and Alliance Capital Management Lp since 2000. 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 including equities, fixed income, multi-asset, and alternative strategies, 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
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Robert D

CFP®, CFA®, Series 63, Series 66

West Palm Beach, FL

AllianceBernstein L.P.

Robert Dattolo is a CFP® and CFA® credentialed advisor with nine years of industry experience. He currently works at Sanford C. Bernstein & Co., LLC, a division of AllianceBernstein L.P., and has prior experience at Gwn Securities, Inc. since 2017. 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 combining fundamental, economic, and quantitative analysis 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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Charlotte L

Series 63, Series 65

Palm Beach Beach, FL

AllianceBernstein L.P.

Charlotte Lewis is a financial advisor at AllianceBernstein L.P. with four years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Sanford C. Bernstein & Co., LLC and Julie Vos. 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 portfolio management.

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

CFP®, Series 66

West Palm Beach, FL

AllianceBernstein L.P.

Clare Golla is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Sanford C. Bernstein & Co., LLC since 2010. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily 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 across multiple asset classes and employs a research-centric investment 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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Sharon P

CFA®, Series 63

West Palm Beach, FL

AllianceBernstein L.P.

Sharon Prolow is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at AllianceBernstein L.P. since 2017. Prior to this, she worked at Prolow-Biden Partners, LLC from 2012 to 2016. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily 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
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Samuel K

Series 66

West Palm Beach, FL

AllianceBernstein L.P.

Samuel King is a financial advisor at AllianceBernstein L.P. in West Palm Beach, FL, holding a Series 66 designation with one year of industry experience. His background includes roles at Florida State University and Indian River Acupuncture and Functional Medicine. 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
user avatar

Mikala M

Series 63, Series 66

West Palm Beach, FL

AllianceBernstein L.P.

Mikala Merey is a financial advisor with AllianceBernstein L.P., holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Sanford C. Bernstein & Co., LLC since 2018 and previously had roles at Merrill Lynch and AB Bernstein. AllianceBernstein L.P. is a global research-driven investment manager serving primarily 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, combining fundamental, economic, and quantitative research 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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Meehir P

Series 66

West Palm Beach, FL

AllianceBernstein L.P.

Meehir Patel is a financial advisor at AllianceBernstein L.P. with one year of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Patel also has experience with the University of Michigan Athletics program. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients. The firm offers a broad range of investment products and employs a research-centric approach combining 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

Evan D

Series 65, Series 66

West Palm Beach, FL

AllianceBernstein L.P.

Evan Deoul is a financial advisor at AllianceBernstein L.P. with 22 years of industry experience. He has been with Sanford C. Bernstein since 2004 and holds Series 65 and Series 66 licenses. 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 solutions.

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

Carey F

Series 63, Series 65

West Palm Beach, FL

AllianceBernstein L.P.

Carey Fortnam is a financial advisor at AllianceBernstein L.P. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at AllianceBernstein Investments, Inc., Bluerock Capital Markets, Merrill, and Bank of America. Carey also serves as a trustee for family trusts. AllianceBernstein L.P. is a global, research-driven investment manager serving primarily pooled and institutional clients, as well as private clients through Bernstein Private Wealth Services. The firm employs a research-centric approach that combines fundamental, economic, and quantitative disciplines 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
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