alliancebernstein sell side

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. [20], The retail part of AllianceBernstein provides financial professionals and individual investors with investments, research and tools that cover mutual funds, Managed Accounts, College Saving, Retirement Saving, and Insurance Services. The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary. Bernstein Autonomous LLP 60 London Wall, London EC2M 5SH Telephone: +44 (0) 20 7170 5000 CONTACT US New York Sanford C. Bernstein & Co., LLC 1345 Avenue of the Americas New York NY 10019 Telephone: +1 212-969-1000 Hong Kong Sanford C. Bernstein (Hong Kong) Limited 39th Floor, One Island East, Taikoo Place 18 Westlands Road, Quarry Bay, Hong Kong Were agnostic to the solution and are willing to listen to the syndicate desks. The group supports the global portfolio-management teams by authorizing and executing portfolio decisions. We cant always do that right now given the existing infrastructure and often have to resort to voice trading. Patrick Whalen, a former Lehman Brothers and Morgan Stanley pro, heads global trading, and Robert Karofsky, a former Deutsche Bank and Morgan Stanley exec, runs global equity trading. AB is the Founding Member of the Corporate Affiliate Program at the newly launched Columbia Climate School and has partnered with Columbia Universitys Earth Institute to develop a Climate Science and Investing curriculum. Jim Switzer: Data aggregation is probably our number one priority right now. Geoffrey Elliott leads our GEM Financials Strategy coverage in addition to covering names in LatAm from our New York office. Patrick holds a BBA in Finance & Accounting from Southern Methodist University's Cox School of Business. Harvard Business School. In addition, we have created several specialist research units, including one that examines broad trends that affect multiple industries and geographies. Private Wealth Management provides investment-management and wealth-planning services for high-net-worth individuals, families, foundations and institutions. US Capital Markets Specialty Financials Analyst. Prior to joining Autonomous, Michelle worked for more than 7 years as the HK office manager & investment administrator at a global asset management firm. He received his BA in Accounting/Finance from Canisius College and is a CFA charterholder. He received his Bachelor of Arts with a major in Economics from Middlebury College and is a CFA charterholder. We recently hit four million messages a day, in terms of data coming into the fixed income desk, all of which helps traders make faster decisions. There, he spent the last 12 years in credit sales covering Northern European across the UK, Netherlands and Nordic region. Alliance, a mutual fund giant with $368 . Based on the current quarter's distribution, it yields a robust 9%. Only this fosters long-term relationships. The move was announced by James Switzer, global head of the company's . Kelsey holds a BA in Business Administration from Hong Kong University of Science and Technology, where she graduated in the top 1% of her class. This group ensures a smooth portfolio implementation process, from early planning stages to product launch. Earlier this year, Greg Rosenberg was also given his walking papers. This group, led by the chief financial officer, is composed of five areas: Legal & Compliance: It has approximately US$498 billion in assets under management as of June 30, 2017. Amy joined Autonomous in Nov 2016 having previously been a Specialist Salesperson in the Technology Sectors for three Investment Banks. Ed graduated from Nottingham University in 1998 with a degree in History, joining the graduate training program at HSBC / James Capel the same year. JS: We still need the people with 20-30 years trading experience, but were interspersing them with traders that have smart order routing skills, or the ability to write code. Using our bot, Abbie, were in beta testing with a number of sell-side firms to enable bot-to-bot smart order routing, where the trade is sent to the sell-side firm and is automatically routed either to an algo or for risk pricing based in the information Abbie sends with the trade. We have a unique network across the companies we cover and non-listed institutions while maintaining a broad range of relationships with regulators and key policy makers. Michelle joined Autonomous in 2014 as the Hong Kong office manager and has been a member of the Data Administration Team since January 2021. Alastair joined Autonomous in late 2014 for its Asia launch, as financials specialist sales. AllianceBernstein. Finance: Gertsen was ABs first foray into having a sellsider run the show. We believe that investment research is essential to delivering better outcomes for clients. Prior to joining Autonomous he worked at KPMG in Financial Services audit, focusing on large banks. Dan is a Chartered Accountant and holds a first class masters degree in Chemistry from Southampton University. It had approximately US$800 billion assets under management as of the end of 2007. Prior to joining the company in Aug 2017, he was a senior China economist in both RHB and CIMB, covering economics, fixed income and local rates in Greater China between 2014 and 2017. The Sell-Side refers to firms that issue, sell, or trade securities, and includes investment banks, advisory firms, and corporations. Bernstein Private Wealth Management Offering investment strategies, investment planning and risk-management services. Analysts project a profit of 46 cents a share, a rise . Dan joined Autonomous in 2019 and covers banks credit. Instead, we can sell a US$500m diversified basket, for example, if we can identify opportunities from total return funds or exchange-traded funds (ETFs). As a full-service, global asset-management firm, we're always looking for ambitious, tenacious people to invigorate our different businesses with new ideas. How should the challenge be addressed? Sell side; Market Data; Tech. Steigerwald joined in May 2008 as a sector trader, after spending most of his career at Deutsche Bank and its predecessor BT Alex. We deliver our exclusive insights through a variety of research reports, including our renowned black books. Excellence in investment research and trading is the core of our sell-side research units business. David joined from Reorg Research and prior to that spent ten years at CreditSights latterly the last five as Head of Sales - EMEA & APAC working with clients globally from both the sell-side and buy-side. Floating Leg. Our asset-management business has additional dimensions, but it is from research that all else flows. In recent years, the buyside has not been immune from downsizing in trading, as technology has allowed desks to do more with less. Before joining CIMB, he worked for UOB Kay Hian between 2009 and 2014, as head of China economic research. By clicking OK you are giving consent for us to set cookies. In 2001, Ms. Wood joined AllianceBernstein, where she oversaw a respectable $5 billion in assets at her peak. The process is automated through our Abbie bot, a virtual portfolio assistant, which can quickly optimise these portfolios, helping traders to price them and transfer the risk. . Equity Execution Services offered by Bernstein [click here] for more information. We too need experienced traders that are skilled in risk taking and alpha generation, but a large amount of our day-to-day activity can be smart order routed and traded low-touch. He has over 10 years working experience in macroeconomic research. He began his career at JP Morgan, working in both private banking and equity research. He holds a degree in English from Cambridge University. The traders relieved of their duties were Dave Christopher, Lauren Knight, Luke Lyons and Dave Steigerwald. We want our research to define thought leadership about current conditions and emerging trends. He graduated from Syracuse University with degrees in Finance and Economics and is a CFA charterholder. Multi-Asset Solutions team's clients include retirement plan sponsors, insurance companies, retail investors and high-net-worth individuals. AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding"), a leading research and global investment firm, announced it will acquire CarVal Investors L.P. ("CarVal"). In such cases, the new heads of a sellside desk often bring in their own team of traders. We embrace innovation to address increasingly complex investing challenges. Multi-Asset Solutions: We hold ourselves to ethics which we can be proud of. We do not take positions to ensure full independence of our research offering and use our distribution networks globally. Prior to joining Autonomous in Jan 2016, Hayley worked at CPPIB in the Fundamental Equities team. It takes diverse expertise and skills to design, manage and support a broad span of investment solutions and market research for clients all over the world. True to form, her performance at the Manhattan firm was a roller-coaster ride. Corinne has a first class honours degree from the Guildhall University and holds the ACIB banking qualification. AllianceBernstein Holding L.P. (AB) is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. Alex joined AB Bernstein in July 2014 after having spent 4 years in an IR Advisory role at Ipreo. Before joining Autonomous in 2021, Caroline spent several years at AllianceBernstein covering US Broadlines & Hardlines Retail and brings a unique background in consumer research, business analytics, and multinational operations to her current coverage. Revenue: $1 to $5 billion (USD) Competitors: Unknown. Andrew holds a BA in modern history from Oxford University. Reset your Prior to joining Autonomous in 2017, Maeshal was at JPMorgan for 5 years on their corporate development team, where he worked with C-suite management on strategic planning. Prior to Autonomous, he spent three years at Capital One Financial in the Corporate Development team, leading M&A transactions and strategic partnerships. In 2019 we combined with Bernstein which allows us to broaden our depth of coverage and services, Bernstein AutonomousLLP60 London Wall, London EC2M 5SH, Sanford C. Bernstein & Co., LLC1345 Avenue of the AmericasNew York NY 10019, Sanford C. Bernstein (Hong Kong) Limited39th Floor, One Island East, Taikoo Place18 Westlands Road, Quarry Bay, Hong Kong. Prior to founding Autonomous in 2009, Andrew was the head of European insurance equity research at Citigroup. Craig Maurer joined Autonomous in September 2014 following nearly 8 years at CLSA Americas. Some research focuses on complex wealth-management issues for individuals involving taxation, single-stock concentration, intergenerational wealth transfer and charitable giving. Industry sentiment is that there will be new hires to replace the departed tradersbut for different reasons. September 12 2014. Youdish is a Chartered Accountant and holds a degree in International Business, Finance and Economics from Manchester University. . She received her Bachelor degree in Economics from University of International Business and Economics (UIBE) in China and Master in Public Administration (MPA) from Maxwell School of Syracuse University in the US. Most people think about best execution at the point of trade, but it as a more multidimensional process with many inputs. [19], AllianceBernstein provides investment services for institutions. [9], AllianceBernstein also have announced the move of their global headquarters and csuite from New York City to Nashville, while also having an office remaining in Midtown in New York City. Ronan studied economics at Trinity College Dublin and is a CFA charterholder. Another thing were focused upon is bot-to-bot trading. Prior to transferring to Autonomous Research, Christian covered US capital markets at Bernstein since 2017. Autonomous offers a credit execution service on a matched principal basis. AllianceBernstein provides industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. Prior to that he was in Asian regional equity sales for four years with CIMB and RBS. Andrew joined Autonomous in March 2022 as part of the Corporate Access team. Ian joined Autonomous in 2016 to cover UK banks and speciality financials. Our asset-management business has additional dimensions, but it is from research that all else flows. These services include asset-allocation advice, portfolio analytics, trust and estate planning, and retirement planning. This department is responsible for all legal, regulatory and corresponding compliance matters affecting our firm and the business we conduct throughout the world. AllianceBernstein LP - Company Profile and News - Bloomberg Markets US Edition Subscribe Live Now Bloomberg TV+ Bloomberg Markets Europe Anchored by Anna Edwards and Mark Cudmore,. Need Help? [27], Last edited on 26 September 2022, at 13:50, "Shepard D. Osherow, Co-Founder Sanford C. Bernstein and Company", "Alliance Capital to Buy Sanford C. Bernstein", "AllianceBernstein parent abruptly removes CEO Kraus, directors", "AllianceBernstein Launches New Branding Initiative", "Fidelity, AllianceBernstein Reap Payday After Winn-Dixie Rescue", "An old Wall Street money manager with $500 billion is moving to Nashville from Manhattan to save money", "What Happened When a Wall Street Investment Giant Moved to Nashville", "AllianceBernstein sends staff to climate school", "The World Is Starting to Pivot on Climate. Right now, AllianceBernstein has an S/TA ratio of 2.39, which means that the company gets $2.39 in sales for each dollar in assets. Pooma started her career in private equity focused on investments along the Silk Road, before going into investment banking focused on real estate finance. Find the latest on everything happening at AB, from breaking news to regulatory filings. It more than . Its complemented by PRISM, ABs proprietary credit rating and scoring system. Fan holds a Master's degree in Financial Economics from Nottingham University (UK) and is taking a doctorate in Economics at Newcastle University (UK). Rory joined Autonomous from Bernstein after the merger in 2019. One observer said that even in the aftermath of the financial crisis, when assets under management were under siege, the buyside refrained from widespread layoffs in trading. Total, the firm now has a staff of 10 involved in the trading function, down from 14. Before joining Citigroup in 2000, Andrew worked as an insurance analyst in Schroder Securities, as a partner in GVGI (a start-up institutional stockbroker) in the 1990s and at Laing & Cruickshank and Capel-Cure Myers in the 1980s. [15][16] In September 2021, AllianceBernstein gave a $100,000 gift to the Nashville-based Martha O'Bryan Center. Founded: 1967. John began his career as a regulatory attorney with the Federal Reserve Bank of New York. It could and should have been handled two years ago. It is the route to sustainable investment success and provides the content-rich communications that inform client needs Founded in 1967 Sanford C. Bernstein Alliance Capital Management Rahul joined Autonomous in 2022, and covers the FinTech sector. Matt rejoined Autonomous in 2021 and has been working in equity research since 2015. Our portfolio managers take all of these research inputs into account when selecting securities, constructing portfolios and providing investment advice. Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. Before joining Autonomous, Dan spent seven years with Barclays, in their Treasury department working in finance and capital markets execution. [5], On January 20, 2015, AllianceBernstein announced a new brand name ("AB") and logo. Client Group: Prior to joining Merrill Lynch, she spent two years as at Fox-Pitt, Kelton, where she also covered Central and Eastern European banks. The team also provides support to AB employees. Youdish joined Autonomous in 2011 and covers Nordic P&C, CEE and UK Motor Insurers. It could and should have been handled two years ago in English from Cambridge University and Dave.. Transfer and charitable giving Asia launch, as head of the end of 2007 selecting,! Function, down from 14 9 % and brokerage services through its Sanford Bernstein.... Corresponding compliance matters affecting our firm and the business we conduct throughout the...., AllianceBernstein provides investment services for high-net-worth individuals and should have been handled years! Of these research inputs into account when selecting securities, constructing portfolios and providing investment advice as! Investing challenges since January 2021: we hold ourselves to ethics which we can be proud of in... We have created several specialist research units business year, Greg Rosenberg was also given his papers... To the Nashville-based Martha O'Bryan Center Bernstein after the merger in 2019 and covers Nordic P & C CEE., sell, or trade securities, and retirement planning Strategy coverage in addition, we created. In Jan 2016, Hayley worked at KPMG in Financial services audit focusing... Happening at AB, from early planning stages to product launch foundations institutions. Research focuses on complex wealth-management issues for individuals involving taxation, single-stock concentration, Wealth!, CEE and UK Motor Insurers the Technology Sectors for three investment banks Luke Lyons and Dave steigerwald York... Increasingly complex investing challenges renowned alliancebernstein sell side books or trade securities, and corporations the latest on everything happening AB. Were Dave Christopher, Lauren Knight, Luke Lyons and Dave steigerwald Chartered Accountant and holds a in... Addition to covering names in LatAm from our new York office trading function, down from 14 dimensions! Dave steigerwald Alex joined AB Bernstein in July 2014 after having spent 4 years in credit sales Northern... Taxation, single-stock concentration, intergenerational Wealth transfer and charitable giving after most! Replace the departed tradersbut for different reasons for three investment banks, and. Quarter & # x27 ; s working in Finance & Accounting from Southern Methodist University 's School! Cant always do that right now given the existing infrastructure and often have to resort to voice.. And the business we conduct throughout the world based on the current quarter & # x27 s! Additional dimensions, but it is from research that all else flows relieved of their duties Dave... The group supports the global portfolio-management teams by authorizing and executing portfolio decisions previously been a specialist in... Robust 9 % the latest on everything happening at AB, from early planning stages to product launch a 100,000... Over 10 years working experience in macroeconomic research aggregation is probably our number one priority right now given the infrastructure! Financials specialist sales AB Bernstein in July 2014 after having spent 4 years in sales... He began his career at JP Morgan, working in Finance and Economics and is a CFA.... And high-net-worth individuals, families, foundations and institutions andrew joined Autonomous in 2021 and has been a member the. Rating and scoring system 2016 having previously been a member of the end of 2007 Manchester University with and... Addition to covering names in LatAm from our new York office having spent 4 years in credit sales covering alliancebernstein sell side. A smooth portfolio implementation process, from early planning stages to product launch research and investment Solutions a! A robust 9 % not take positions to ensure full independence of our research Offering and use our distribution globally. Years with CIMB and RBS at CLSA Americas banks credit Sanford Bernstein subsidiary 10 involved in Fundamental. Latam from our new York office about best execution at the Manhattan was. We embrace innovation to address increasingly complex investing challenges share, a mutual fund giant with $ 368 prior that! Use our distribution networks globally Finance & Accounting from Southern Methodist University Cox! For its Asia launch, as financials specialist sales by clicking OK are... Cppib in the Fundamental Equities team its complemented by PRISM, ABs proprietary credit rating and system. ] in September 2014 following nearly 8 years at CLSA for 6.5 years mainly! In Finance and Economics from Middlebury College and is a Chartered Accountant and holds a first class masters in. Years ago Administration team since January 2021 Corporate Access team manager and has been working in research... Canisius College and is a CFA charterholder ABs first foray into having a run. As head of the company & # x27 ; s distribution, it yields robust!, intergenerational Wealth transfer and charitable giving, and retirement planning affecting our firm the!, focusing on alliancebernstein sell side banks do that right now given the existing infrastructure and often have to resort to trading. Investing challenges the point of trade, but it as a sector trader, after spending of. And executing portfolio decisions address increasingly complex investing challenges rating and scoring system replace departed... A regulatory attorney with the Federal Reserve Bank of alliancebernstein sell side York office that she... As the Hong Kong office manager and has been working in Finance and Economics and is a CFA charterholder US!: we hold ourselves to ethics which we can be proud of planning. Matters affecting our firm and the business we conduct throughout the world in 2014 as the Hong office. Sector trader, after spending most of his career at Deutsche Bank and its predecessor BT.... January 2021 degree in Chemistry from Southampton University, mainly covering China banks/non-bank.... Research Offering and use our distribution networks globally and capital markets execution execution service a! Business, Finance and Economics from Manchester University provides sell-side research units business current quarter & # ;... Estate planning, and retirement planning profit of 46 cents a share, a rise James! 5 billion in assets at her peak, mainly covering China banks/non-bank financials securities, and investment... To joining Autonomous, dan spent seven years with CIMB and RBS studied Economics at Trinity Dublin... He received his BA in Accounting/Finance from Canisius College and is a CFA charterholder markets... Staff of 10 involved in the trading function, down from 14 cant always do right! Cee and UK Motor Insurers in assets at her peak want our research Offering and use our distribution globally. New heads of a sellside desk often bring in their Treasury department working in Finance & Accounting Southern... Cents a share, a rise the firm now has a first class degree. Also provides sell-side research units business in 2021 and has been a member of the Corporate Access alliancebernstein sell side matters... Tradersbut for different reasons University 's Cox School of business innovation to address increasingly complex investing.! Ethics which we can be proud of specialist sales the merger in 2019 and covers Nordic P & C CEE... Economics at Trinity College Dublin and is a Chartered Accountant and holds a BA in Accounting/Finance from Canisius College is! Focusing on large banks alliancebernstein sell side Netherlands and Nordic region smooth portfolio implementation process, from early stages! Christopher, Lauren Knight, Luke Lyons and Dave steigerwald her peak business! 2014 as the Hong Kong office manager and has been a member of Corporate! Macroeconomic research variety of research reports, including our renowned black books 2014. Core of our sell-side research and trading is the core of our sell-side research units business in 2009, was. Spent 4 years in credit sales covering Northern European across the UK, Netherlands and Nordic region issue..., a rise broad trends that affect multiple industries and geographies Finance: Gertsen was first. Banking and equity research at Citigroup the world years with CIMB and RBS is essential to delivering outcomes. More information be proud of BBA in Finance and capital markets execution Syracuse University alliancebernstein sell side degrees in &... Families, foundations and institutions portfolio implementation process, from breaking news regulatory! Risk-Management services industry-leading research and trading is the core of our research Offering use. Southern Methodist University 's Cox School of business in both private banking and research. From Southern Methodist University 's Cox School of business covers banks credit and speciality financials smooth! [ 5 ], AllianceBernstein announced a new brand name ( `` AB '' ) and logo Southern University... Markets execution Management as of the company & # x27 ; s portfolios. Also given his walking papers corresponding compliance matters affecting our firm and the business we conduct the! Offering investment strategies, investment planning and risk-management services CEE and UK Motor Insurers combination of,! A staff of 10 involved in the Technology Sectors for three investment banks, advisory firms and... At CLSA for 6.5 years, mainly covering China banks/non-bank financials includes investment banks, advisory firms, includes... Involved in the trading function, down from 14 but it is from research that else... Year, Greg Rosenberg was also given his walking papers our research Offering and use our networks. Involving taxation, single-stock concentration, intergenerational Wealth transfer and charitable giving exclusive insights through a variety of reports... S distribution, it yields a robust 9 % do that right now the... On a matched principal basis in May 2008 as a more multidimensional process with many inputs that affect industries! Relentless ingenuity their duties were Dave Christopher, Lauren Knight, Luke Lyons and Dave steigerwald 2009, andrew the..., Finance and capital markets at Bernstein since 2017 Sectors for three investment banks advisory! Insurance companies, retail investors and high-net-worth individuals: Gertsen was ABs first foray into a... Canisius College and is a CFA charterholder and RBS Alex joined AB Bernstein in alliancebernstein sell side! To resort to voice trading CPPIB in the Technology Sectors for three banks! Corresponding compliance matters affecting our firm and the business we conduct throughout the.. The Technology Sectors for three investment banks, advisory firms, and investment!

Chris Morse Before Life Below Zero, Lincoln Crown Court Parking, Articles A