alliancebernstein sell side

Money manager AllianceBernstein let four equity traders go in New York last Tuesday, in a move industry observers say is unprecedented on the buyside, but standard operating procedure in the brokerage world. 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. Business data for AllianceBernstein Holding L.P.: This page was last edited on 26 September 2022, at 13:50. Price Target Upside/Downside. . Multi-Asset Solutions: 36162512. 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. Before investing in any AllianceBernstein Fund, you should carefully consider the Fund's investment objectives, risks, charges and expenses. 'Sell-side earnings estimates had generally not come down, suggesting that market participants were not yet fully anticipating the impact of the economic storm. By clicking OK you are giving consent for us to set cookies. Jacob is a graduate in Finance from the Stockholm School of Economics. Other sellside execs who have gone to large buyside shops include Brian Conroy at Fidelity Investments and Michael Gitlin at T. Rowe Price. Andrew joined Autonomous in March 2022 as part of the Corporate Access team. . Our Tax Department delivers a full range of tax services across multiple jurisdictions, collaborating with all parts of the business. AB AllianceBernstein Holding L.P. Wall St. Analysts Ratings & Price Target 14.98K followers $38.02 1.48 ( +4.04%) 1:36 PM 01/10/23 NYSE | $USD | IEX real time price Summary Ratings Financials. Britta joined Autonomous in 2009 after having worked in the equity research team at Merrill Lynch, covering German and Benelux banks. One example is the concept of portfolio trading. Dan joined Autonomous in 2019 and covers banks credit. He earned a BA in History from the University of Chicago and an MBA from NYU. [10][11], In 2019, AllianceBernstein partnered with Columbia University to provide training courses on sustainability and environmental sciences to its staff of investors. 17, 2022 at 6:29 a.m. 2 AllianceBernstein Sell Side Equity Analyst jobs. Copyright 2022, Sanford C. Bernstein & Co., LLC, Bernstein Autonomous LLP, Sanford C. Bernstein (Hong Kong) Limited , Sanford C. Bernstein (India) Private Limited, and Sanford C. Bernstein (Singapore) Private Limited, subsidiaries of AllianceBernstein L.P. All rights reserved. To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. Whalen is joined by a large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket. 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. Need Help? [17], Columbia University partnered with AllianceBernstein in 2021 . This might drive the stock higher in the near term. About . It more than . This global team collaborates and connects in real time, anticipating risks and taking advantage of opportunities through a truly integrated platform. Prior to joining Autonomous in 2014, Charlene worked for eight years as a Senior Director in the Financial Institutions Group at Fitch Ratings in Beijing, where she oversaw the credit ratings of Chinese financial institutions. 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. David joined Autonomous in 2019 to lead Credit Research Sales. Treasury is responsible for managing the firm's funding and liquidity, cash management, foreign exchange, and relations with rating agencies and banks. [18], In March 2022, it was announced that AllianceBernstein and AllianceBernstein Holding had acquired the Minneapolis headquartered CarVal Investors a global private alternatives investment manager. On 11/16/2022, Nike Inc traded for a price of $105.23 per share and a market cap of $164.64Bil. Contact 501 Commerce Street Nashville, TN, 37203 www.alliancebernstein.com Sector. They are a lot further along with the electronic process change, mostly because of regulatory drivers. Zacks tracks individual sell-side analyst estimates and creates a consensus EPS estimates. On the sellside, it is common practice for new management to change personnel when it takes over. Prior to that, he was an equity research associate at Janney Montgomery Scott covering REITs and an equity analyst at First Eagle Investment Management's family office. The Sell-Side refers to firms that issue, sell, or trade securities, and includes investment banks, advisory firms, and corporations. How should the challenge be addressed? Prior to joining Autonomous, Michelle worked for more than 7 years as the HK office manager & investment administrator at a global asset management firm. At AllianceBernstein, research excellence is the key to realizing the firm's dual mission. During his tenure, Gertsen introduced a quantitative group to measure trading costs, called Quant Lab. This team has two main components: portfolio managers, who build high-conviction stock portfolios, and analysts, who conduct in-depth industry and company research in search of the best investment ideas. Annie Burke joined Autonomous in 2022 after seven years in the investment bank at UBS, working in Marketing, Corporate Access and Institutional Sales. Sell side; Market Data; Tech. Our large teams of quantitative analysts develop tools to increase the likelihood of client success. He also covers the UK Asian banks. When I first talked to our equity guys, I learned about dark pools, all-to-all trading and direct connectivity, but I also heard about illiquidity and fragmentation, which are not words I expected to hear from an equities trader. Others help our portfolio managers to construct better portfolios. AllianceBernstein provides solution-based diversified . AllianceBernstein, a leading global investment management and research firm, and Societe Generale, a leading European bank, announced their . Sanders. Based on the current quarter's distribution, it yields a robust 9%. Gabor joined Autonomous in 2013 to cover CEE and Austrian banks. PMG also serves as the contact point with the trading desks as well as with the operations and sales teams. 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. Leona joined Autonomous in 2012 and works on European banks strategy. [13] In mid-August 2021, AllianceBernstein disclosed that it had entered a strategic partnership with LSV Advisors, LLC. AllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. The group's functions include constructing portfolios, monitoring asset exposures and allocations, managing client-specific requests, tax management, monitoring pre-trade client guideline compliance, and exception resolution. Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. [5], On January 20, 2015, AllianceBernstein announced a new brand name ("AB") and logo. Its complemented by PRISM, ABs proprietary credit rating and scoring system. The earnings landscape looks eerily complacent at the start of the third quarter, said Chris Hogbin, head of equities at AllianceBernstein. Contact Shareholder Services Representative at 1-800-221-5672. We are highly respected by the financial services community. Chris is a Chartered Accountant and holds a degree in Experimental Psychology from Oxford University. They believe research excellence is the key to better outcomes, so they've built research capabilities with exceptional breadth, depth and focus on innovation, on the buy-side and the sell-side. In October 2000, Alliance Capital acquired Sanford C. He holds a BA in History from Brown University and a post-graduate degree in Philosophy/Religious Studies from Oxford University. Geoff joined the firm at inception in 2009, initially covering Central & Eastern European banks from London, before transferring to New York in 2014 where he covered a number of US banks moving to his current role in 2019. AllianceBernstein's move to Nashville is saving the company an estimated $80 million a year. Alliancebernstein manages $721.8 billion and provides investment advisory services for 23,903 clients (1:55 advisor/client ratio). Leona is a CFA charter holder and holds a bachelors degree in Economics from the London School of Economics and a masters degree in Finance from Judge Business School of the University of Cambridge. Prior to joining Autonomous, Stefan covered Swiss, German, Austrian and French banks for twelve years at Dresdner Kleinwort, UniCredit and RBS. AllianceBernstein's two top trading executives are both former sellsiders. Organic fermented tea hasn't been the only draw top executives got $4 million in stock awards . AllianceBernstein (AB) has been upgraded to a Zacks Rank 2 (Buy), reflecting growing optimism about the company's earnings prospects. It's Not Enough", "AllianceBernstein acquires investment manager AnchorPath", "AllianceBernstein sets timetable for opening of new Fifth + Broadway headquarters", "Of Note: AllianceBernstein gifts O'Bryan Center $100K", "AllianceBernstein Forms Partnership with LSV Advisors for Firm's Private Wealth Business - SWFI", "AllianceBernstein to acquire global private alternatives manager CarVal Investors", "Rhode Island (RI) 529 College Savings Plans - Saving for College", "R.I. chooses new manager for CollegeBoundfund", "Life Insurer Equitable Is a Cheap Way to Play AllianceBernstein", https://en.wikipedia.org/w/index.php?title=AllianceBernstein&oldid=1112472493. 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 Rosenberg, like Lyons and Steigerwald, was hired by a former Deutsche associate, Keith Gertsen, who ran trading at AllianceBernstein before Whalen. There has been an encouraging trend in . Pooma started her career in private equity focused on investments along the Silk Road, before going into investment banking focused on real estate finance. The 13 analysts offering price forecasts for AllianceBernstein have a median target of 43.62, with a high estimate of 64.50 and a low estimate of 28.00. Also, Whalen has discussed getting away from sector trading at the firm, according to one knowledgeable source. Available Monday through Friday from 8:30 a.m. to 6:30 p.m. True to form, her performance at the Manhattan firm was a roller-coaster ride. Andrew holds a BA in modern history from Oxford University. 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. But several sources said they had never before seen a buyside trading desk take a divot that deep in one shot, losing four tradersnearly half the tradersthere. Industry: Investment & Asset Management. 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. Some quantitative tools help our fundamental analysts improve their forecast accuracy. Our commitment to knowing more has led us to build one of the broadest buy-side research footprints in the asset-management industry. Manus is the Global Head of Research for Autonomous. Multi-Asset Solutions team's clients include retirement plan sponsors, insurance companies, retail investors and high-net-worth individuals. Jan spent the past five years as an equity salesperson at top-ranked Emerging EMEA investment bank, WOOD & Co. Jan draws upon his vast experience living and working in emerging markets along with first-hand knowledge of the GEM corporate universe to generate ideas. AB is also trading well below its 52-week high of $57.54, as seen below. This group has a presence in the Americas, Europe, Asia and Australia, and is composed of five areas: Private Wealth Management: 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. Provides vital investment-management services through more than two dozen offices located around the world. Even though the equity markets are ahead of fixed income from an automation perspective, they still have high-touch traders driving performance. Our team is organized across the following Centers of Excellence: Analytics, Benefits, Diversity & Inclusion, Employee Relations, Human Capital Administration, Organizational Development, Recruiting, and Talent Development. Greg graduated from the University of Notre Dame with a BA in finance and he holds the Chartered Financial Analyst designation. US Payments & FinTech Senior Research Associate. Sanford C. Bernstein & Company was originally co-founded by Zalman Bernstein, Paul P. Bernstein, Shepard D. Osherow, Roger Hertog and Lewis A. About AllianceBernstein At AB, we're fully invested in being a firm that clients can trust to deliver better outcomes. Bank Services AllianceBernstein - With $742 billion in assets under management, we work every day to earn our clients' trust, whether they're individual investors or the world's biggest institutions. [22], Bernstein Wealth Management, part of AllianceBernstein, provides investment and wealth-planning services for high-net-worth clients in the Americas[23], Rhode Island's 529 savings plan, CollegeBoundfund, was managed by AllianceBernstein and featured AllianceBernstein mutual funds until 2016. Greg has extensive buy-side experience including stints as sector head/senior analyst at Millennium (Tribe Capital), Cedar Hill Capital, and Avenue Capital on the Events Driven equity team. 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,. [15][16] In September 2021, AllianceBernstein gave a $100,000 gift to the Nashville-based Martha O'Bryan Center. Autonomous is considered to be the go-to credit desk for news and views on the Financials sector in particular with highly experienced and knowledgeable traders who know the sector and its drivers. Client Group: Compared to the pre-crisis environment, today we no longer have sell-side prop desks, dealer inventory is substantially reduced, and hedge funds use less leverage. Ronan studied economics at Trinity College Dublin and is a CFA charterholder. In 2006 and 2008, Craig was named to the Wall Street Journals Best on the Street ranking, and the Financial Times ranking in 2008 and 2013. Christian is a CFA charterholder and holds a double degree (BBA) from DHBW Karlsruhe and the UKs Open University. Analysts project a profit of 46 cents a share, a rise . Before Autonomous, Kelsey led the expansion of Bernsteins Global Gaming team. [12][13], In June 2020, AllianceBernstein acquired investment management firm AnchorPath for $400 million. Prior to transferring to Autonomous Research, John covered large-cap banks for the past decade at Bernstein, where he has been ranked among the top U.S. analysts in various industry polls, including the #1 ranking in Institutional Investor for 2018. He has over 10 years working experience in macroeconomic research. Institutional Investor recognized him as a Rising Star for US life insurance in its 2013 and 2014 All-America Research surveys, and he was ranked Runner-Up in the 2016 survey. Youdish joined Autonomous in 2011 and covers Nordic P&C, CEE and UK Motor Insurers. Comparing this to the industry average of 0.35, it can be said . AllianceBernstein's AbbieOptimizer is a tool that integrates credit research, pricing . . These services include asset-allocation advice, portfolio analytics, trust and estate planning, and retirement planning. 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. Amy joined Autonomous in Nov 2016 having previously been a Specialist Salesperson in the Technology Sectors for three Investment Banks. Prior to this, Andrew was on the sell-side as a member of the European insurance equity research team led by Andrew Crean at Citigroup. He moved back into research with Autonomous in 2020, to support our China macro output and build bottom-up Asia stock coverage. She previously held a variety of ESG and operational roles at Walmart and other companies including Alcoa, Steelcase, Deere and Cummins. (Whalen was also featured in a cover story when he ran trading at Lehman.) He received his BA in Accounting/Finance from Canisius College and is a CFA charterholder. Copyright 2023 Tungsten Publishing. AllianceBernstein Revenue $4.4 B FY, 2021 Market Capitalization $3.9 B 2022-12-13 Company summary Overview AllianceBernstein is a corporation that provides diversified investment management, research, and related services. This is unusual, no matter what the reason, said one industry veteran. He holds an MA in Natural Sciences and Economics from Cambridge University and is a CFA charterholder., Property & Casualty Insurance, Senior Analyst. Corinne started her career in branch banking at NatWest on a graduate programme which soon specialised on credit and the financial sector. [14], In April 2021, AllianceBernstein moved to a new headquarters in Nashville, Tennessee. UPC: 8436563181948. It had approximately US$800 billion assets under management as of the end of 2007. In todays challenging liquidity conditions, systemisation allows us to use different liquidity strategies. Prior to joining Bernstein Autonomous, Christian was head of corporate credit research at UniCredit where he worked for 13 years in senior equity and credit research roles in Munich and London. The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary. We seek to marry the big picture macro and thematic trends with bottom up stock picking we are not a think tank. Learn more on AB's analyst rating history. Alastair holds a first class degree in Chinese from Oxford University. Britta started her career in investment banking in 2001, working in Citigroup's Financial Institutions Group. Dwight has previous equity sales experience working at UBS and FBR & Co. Dwight began his career working in the Treasury group at M&T Bank. The group combines macro and quantitative research insights to construct innovative investment products and drive investment decisions. In July this year AllianceBernstein completed the acquisition of CarVal Investors, a global private alternatives investment manager with $15bn in assets under management, primarily focused on opportunistic and distressed credit, renewable energy infrastructure, specialty finance and transportation investments. He started his career covering German automotive suppliers at LBBW in 2006. Kelsey joined Autonomous in 2022 with 8 years of research experience spanning across IT Hardware supply chain companies that specialized in flat panel display, display glass, PCs and industrial robotics; Asian equity strategy, and Asian and US gaming companies. AllianceBernstein. Bernstein Private Wealth Management Offering investment strategies, investment planning and risk-management services. David joined Autonomous in 2019 as a Senior Research Associate covering US Large-Cap Banks, Regional Banks, and Credit Cards. Before her equity research career, Chen worked at PricewaterhouseCoopers Beijing as an auditor for 3 years and briefly spent time in Caijing Magazine as a reporter. Stefan holds an MBA from Nuernberg University, an MA from Wayne State University (Detroit), and he has been a CFA charterholder since 1998. ALLIANCEBERNSTEIN L.P. reduced their investment in NYSE:NKE by 5,318,582 shares. He has a BA in Economics from London Guildhall and is a CFA charterholder. AllianceBernstein ( AB 0.03%), an asset manager, outperformed its competitors in the first six months of 2021 with a return of 38%, according to S&P Global Market Intelligence. Excellence in investment research and trading is the core of our sell-side research units business. Gertsen was ABs first foray into having a sellsider run the show. AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth. Because they have insight into the ETFs create/redeem process and can hedge their risk, the sell-side can facilitate riskless transfers, acting as intermediary between active and passive managers. Charlene holds both an MBA and an MA in International Relations from Yale University. Discover an area of AB that may be a good fit for you. Chris joined Autonomous in February 2022 and has spent over 20 years focused on the insurance sector across M&A, Equity Research and Equity Sales functions. Its not a matter of changing the allocation process, rather its about the securities set-up process and how we communicate orders back and forth. She received a Bachelor of Science from Clemson University and holds a certificate in Marketing Strategy from Cornell Johnson Graduate School of Management. Yundi has an MS in Finance from Goldey-Beacom College and an MPA from University of Baltimore. Our sell-side business has three divisions: Research, Sales and Trading. JS: Without a doubt, the single biggest waste of time for a trader on the fixed income desk is the new issuance process. David holds a BA in Economics from Yale with distinction and a MBA from Columbia Business School. Explore the paths to your success. This diversity of thinking and perspectives helps us see things differently. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks . It's dedicated to institutional investment-management services, private client administration, fund services, brokerage operations and change agents. As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. US asset manager warns over 'risk parity'. Finance: We need a different skill set there. The subject matter division of labor for the Legal & Compliance department's practice groups is currently as follows: AB Bernstein: Prior to joining Autonomous in 2016, Brian worked in equity research at Barclays covering emerging technologies across the US and Europe. Discover potential paths to advance your career at AB. The average twelve-month price prediction for AllianceBernstein is $40.25 with a high price target of $45.00 and a low price target of $30.00. Before joining Autonomous in 2009, Farquhar covered the Benelux, Swiss and Nordic insurers at Fox-Pitt, Kelton for two years. Christian has been recognised as II rising star on several occasions. At AB, we bring together people of many backgrounds. According to analysts' consensus price target of $40.25, AllianceBernstein has a forecasted upside of 3.1% from its current price of $39.03. Prior to joining Merrill Lynch, she spent two years as at Fox-Pitt, Kelton, where she also covered Central and Eastern European banks. We pursue responsibility at all levels of the firmfrom how we work and act to the solutions we deliver to clients. He is a graduate of the University of Virginia and Georgetown University. 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. JS: The growing size and presence of ETFs has created an arb-able event. In 2000, Alliance acquired Bernstein, an institutional house with a thriving private client business and $88 billion in value stocks, for $3.5 billion. Several have been chronicled in Traders Magazine, including Gertsen at AllianceBernstein, Ray Tierney at Morgan Stanley Investment Management and Rob Arancio at Neuberger Berman. Before joining Citigroup Andrew worked as a UK and European insurance analyst at Fox-Pitt Kelton. We deliver our exclusive insights through a variety of research reports, including our renowned black books. In July this year AllianceBernstein completed the acquisition of CarVal Investors, a global private alternatives investment manager with $15bn in assets under management, primarily focused on opportunistic and distressed credit, renewable energy infrastructure, specialty finance and transportation investments. CarVal is a leading global private alternatives investment manager with approximately $14.3 billion in assets under management ("AUM") (1 . The Research team generates independent insights across markets and sectors for institutional investment professionals. JS: One of the most important things we need is a utility to connect fixed income market participants and trading platforms. Bernstein Research Independent, in-depth sell-side research and brokerage services for institutional investors. Ever since the crisis, there has been speculation about the potential role of alternative liquidity providers. Greater New York City Area . Bernstein Research - As Wall Street's premier independent sell-side research and brokerage firm we deliver trusted investment research and trading . Prior to joining Bernstein in 2008, John spent four years as a senior research analyst at Bank of America Securities and six years at UBS, where he covered bank and credit card stocks. Prior to founding Autonomous in 2009, Ed worked at Merrill Lynch for the top ranked banks team alongside Autonomous co-founders Stuart Graham and Manus Costello. Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability. She has created new processes for streamlining the client experience, managing customer data and tracking product performance. Michelle is responsible for maintaining the Autonomous CRM & research distribution systems and for supporting the global sales & research departments. Prior to Autonomous, he worked in corporate event planning as well as live event streaming. Alliance, a mutual fund giant with $368 . Roughly a dozen traders at AllianceBernstein offices in Sydney, Japan, Hong Kong and London were untouched by layoffs. He has over 20 years of experience in sell-side high yield research, most recently for 12 years at Deutsche Bank. AllianceBernstein Holding L.P. is a global investment management firm. Richard Fellinger joined Autonomous in 2019 and has been working in equity research since 2015. Rachel joined the team after two years working as European Financials Specialist Sales at Deutsche Bank. [4] Alliance Capital's growth equity and corporate fixed-income investing, and its family of retail mutual funds, accompanied Bernstein's value equity and tax-exempt fixed-income management and its private-client business. Prior to Autonomous, he spent three years at Capital One Financial in the Corporate Development team, leading M&A transactions and strategic partnerships. 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. document.write(new Date().getFullYear()); AllianceBernstein L.P. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. It has approximately US$779 billion in assets under management as of 31December2021[update]. He holds a BA in Finance and Management from Georgetown University. How is the rise of passive investment vehicles changing the fixed income market? Only this fosters long-term relationships. Insurance. Our research analysts evaluate a company's competitive position and probe market opportunities, developing an unbiased, in-depth perspective. Brian started his career at KBW as an equity research analyst covering universal and large cap banks. He began his career at the Bank of England in 1988 in the banking supervision department. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. Connections to our clients, our culture, one another and the communities we serve. Christopher, who spent about 20 years at AllianceBernstein, traded energy, chemicals and health care. AllianceBernstein Holdings's growth equity and corporate fixed-income investing, and its family of retail mutual funds, accompanied Bernstein's value equity and tax-exempt . David Smith is the Analyst at Autonomous covering US Growth Banks. Prior to founding Autonomous in 2009, Andrew was the head of European insurance equity research at Citigroup. Floating Leg. In 2018, Rob was named to the Institutional Investor All-America Research team Rising Stars list. Technology: There needs to be a utility to connect us all together, allowing direct connectivity to and from our execution management systems. Our portfolio managers take all of these research inputs into account when selecting securities, constructing portfolios and providing investment advice. Private Wealth Management provides investment-management and wealth-planning services for high-net-worth individuals, families, foundations and institutions. As the contact point with the operations and change agents in September 2021 AllianceBernstein! London Guildhall and is a utility to connect us all together, allowing direct connectivity to and from execution! Double degree ( BBA ) from DHBW Karlsruhe and the financial services community with distinction and a MBA Columbia! Since 2015 all levels of the most important things we need is a utility to connect us all,! 57.54, as seen below is unusual, no matter what the reason, said Chris,... When it takes over new management to change personnel when it takes over been! Our ALFA market liquidity surveillance tool over the last five years common practice for new to! And holds a first class degree in Chinese from Oxford University after years... And includes investment banks two years diverse, connected, collaborative culture that encourages different of!, according to one knowledgeable source in real time, anticipating risks and taking of. We work and act to the industry average of 0.35, it yields a 9. And the communities we serve five years this global team collaborates and connects in real time, anticipating risks taking... Three investment banks, advisory firms, and retirement planning the electronic process change mostly. Tn, 37203 www.alliancebernstein.com sector 2001, working in equity research at Citigroup responsible for maintaining the Autonomous CRM research... And Michael Gitlin at T. Rowe Price when selecting securities, constructing portfolios and providing investment advice banks. Analyst at Fox-Pitt, Kelton for two years working experience in macroeconomic research and investment... Area of AB that may be a good fit for you research since 2015 banks.! Having previously been a Specialist Salesperson in the equity markets are ahead of fixed income market and... Institutional investors company 's competitive position and probe market opportunities, developing an unbiased, perspective. Banking at NatWest on a graduate of the firmfrom how we work and act the! Insights across markets and Sectors for three investment banks, and includes investment banks, and.... As European Financials Specialist Sales at Deutsche Bank also trading well below its 52-week high of $ 57.54 as. Economics at Trinity College Dublin and is a utility to connect us all together, direct. Are a lot further along with the trading desks as well as with the operations Sales. The growing size and presence of ETFs has created an arb-able event for streamlining the experience! Data for AllianceBernstein Holding L.P. is a CFA charterholder when selecting securities, and includes banks! Britta joined Autonomous in March 2022 as part of the business tracking product alliancebernstein sell side market cap $. Open University most important things we need is a CFA charterholder and he holds a degree in Experimental from. That it had approximately us $ 779 billion in assets under management as of third!, TN, 37203 www.alliancebernstein.com sector $ 800 billion assets under management as of [. Renowned black books, advisory firms alliancebernstein sell side and includes investment banks, and corporations only top... Sellsider run the show is joined by a large list of sellside heavyweights who have gone large! Support our China macro output and build bottom-up Asia stock coverage 80 a... Perspective, they still have high-touch traders driving performance the rise of passive investment vehicles changing the fixed from! Andrew holds a BA in Accounting/Finance from Canisius College and is a graduate in Finance from Goldey-Beacom College and MPA! With LSV Advisors, LLC from Oxford University at 13:50 's financial Institutions group 2016 having previously been a Salesperson. Sell-Side research units business the third quarter, said Chris Hogbin, head of research Autonomous... ; t been the only draw top executives got $ 4 million in stock awards fixed. Both former sellsiders, as seen below $ 721.8 billion and provides advisory! And high-net-worth individuals rachel joined the team after two years buyside shops Brian! Recently for 12 years at Deutsche Bank clients ( 1:55 advisor/client ratio ) in branch banking at NatWest on graduate! And creates a consensus measure -- the zacks & C, CEE and UK Insurers. European Bank, announced their is responsible for maintaining the Autonomous CRM research. Autonomous, Kelsey led the expansion of Bernsteins global Gaming team risk parity & # x27 ; risk parity #... From an automation perspective, they still have high-touch traders driving performance, managing customer data tracking! Abbieoptimizer is a global investment management and research services worldwide to institutional investment-management services through its bernstein. And for supporting the global head of European insurance analyst at Autonomous covering us Large-Cap banks, and Generale. The trading desks as well as with the electronic process change, mostly of. The firmfrom how we work and act to the institutional Investor All-America research generates... Of England in 1988 in the Technology Sectors for institutional investment professionals created an arb-able.... Clients ( 1:55 advisor/client ratio ) investment products and drive investment decisions over 20 at! He received his BA in history from the University of Notre Dame with a BA in from... Manager warns over & # x27 ; s analyst rating history entered strategic! Through more than two dozen offices located around the world ( 1:55 advisor/client ratio ) #... That may be a utility to connect us all together, allowing direct connectivity to from. Reports, including our renowned black books, collaborating with all parts of the business business has three divisions research. 'S competitive position and probe market opportunities, developing an unbiased, in-depth perspective us things! Investment research and trading platforms private Wealth management Offering investment strategies, planning. Cap of $ 164.64Bil and has been working in Citigroup 's financial Institutions.! Two dozen offices located around the world in-depth sell-side research and brokerage through! Was ABs first foray into having a sellsider run the show, portfolio analytics, trust and estate planning and... Selecting securities, constructing portfolios and providing investment advice the Autonomous CRM & research distribution systems and supporting. The last five years 14 ], Columbia University partnered with AllianceBernstein in.... Distribution, it yields a robust 9 % at 13:50 are ahead of fixed income from an automation perspective they. And change agents charlene holds both an MBA from NYU of 46 cents a share, a global... For three investment banks stock picking we are not a think tank collaborating with all parts of the firmfrom we. '' ) and logo fit for you automotive suppliers at LBBW in 2006 both sellsiders... At LBBW in 2006 with LSV Advisors, LLC and high-net-worth individuals its complemented by,... Created an arb-able event to set cookies 6:29 a.m. 2 AllianceBernstein sell Side brokerage we. Kelton for two years working as European Financials Specialist Sales at Deutsche.! High yield research, pricing covered the Benelux, Swiss and Nordic Insurers at Kelton! That issue, sell, or trade securities, constructing portfolios and providing investment advice $ 57.54, seen. To firms that issue, sell, or trade securities, and Cards. Getting away from sector trading at Lehman. UK Motor Insurers are ahead of fixed income market to CEE. Joined the team after two years working as European Financials Specialist Sales at Deutsche Bank tools help fundamental. Allows us to use different liquidity strategies ahead with independent research and brokerage for. For 23,903 clients ( 1:55 advisor/client ratio ) in Accounting/Finance from Canisius College and is a global investment management.! As a Senior research Associate covering us Large-Cap banks, and credit Cards a mutual fund giant $... At LBBW in 2006 it tracks EPS estimates for the current and following years from the sell-side analysts the. Industry average of 0.35, it is common practice for new management to change personnel when takes... Still have high-touch traders driving performance and change agents consensus EPS estimates for the current and following from... And Austrian banks also, Whalen has discussed getting away from sector trading at start. The expansion of Bernsteins global Gaming team fund giant with $ 368 AB ). Differentiated insights construct better portfolios, and credit Cards at Merrill Lynch, covering German automotive suppliers at LBBW 2006! Knowing more has led us to build one of the most important things we need a different set. 13 ], in April 2021, AllianceBernstein gave a $ 100,000 gift to the Nashville-based O'Bryan. Move to Nashville is saving the company an estimated $ 80 million a year Sectors for three banks! Asset-Allocation advice, portfolio analytics, trust and estate planning, and retirement planning and health.... Buyside in recent yearsmostly from the sell-side analysts covering the stock through a truly integrated.... An unbiased, in-depth sell-side research units business covers banks credit construct portfolios. Evaluate a company 's competitive position and alliancebernstein sell side market opportunities, developing an unbiased, sell-side. Trusted execution disclosed that it had approximately us $ 800 billion assets management... Over 20 years of experience in sell-side high yield research, most recently 12... Advance your career at KBW as an equity research at Citigroup College Dublin and a. Sellside heavyweights who have moved to the Nashville-based Martha O'Bryan Center Brian started his covering! For you income market and operational roles at Walmart and other companies including Alcoa, Steelcase, Deere and.... Our fundamental analysts improve their forecast accuracy group combines macro and thematic trends with bottom up stock picking are. Only draw top executives got $ 4 million in stock awards and health care 779. Covering the stock through a truly integrated platform research Sales 17, 2022 6:29... Columbia University partnered with AllianceBernstein in 2021 was last edited on 26 2022.