He has been analysing and investing in Global Financials for close to 20 years, with his experience split equally both between the buy and the sell-side and also between developed and emerging markets. Sanders. SUBSCRIBE FOR TRADERS MAGAZINE EMAIL UPDATES, BlackRock Poised for Growth in Fixed Income, Broadways Dan Romanelli Elected President ofthe Security Traders Association of Chicago, Sell-side Clearing Firms Overhaul Margin Processes in Wake of Volatility, BoA Delivers Strong Q4 Results; Well Positioned for 2023, Brokers See Challenges Ahead To Meet Sponsored Access Mandates, Carolina Security Traders Association 35th Annual Conference, Eventus Closes Record Year, Plans to Enhance Validus Platform, ON THE MOVE: LedgerEdge Makes Senior Hires; MarketAxess Promotes Chris Concannon. Oliver is a CFA charterholder and holds an MA in Physics from Oxford University. Prior to this, Farquhar worked at Morgan Stanley for six years. For us, the Abbie bot highlights opportunities based on our quant, fundamental, portfolio positioning and liquidity views, then builds approved trades for review by the trading desk where ALFA flags all the available liquidity options to the trader, with reference to various momentum indicators and liquidity scores. AllianceBernstein Holding L.P. is a global investment management firm. He moved back into research with Autonomous in 2020, to support our China macro output and build bottom-up Asia stock coverage. AllianceBernstein's AbbieOptimizer is a tool that integrates credit research, pricing . Prior to that he spent five years with KPMG in London, initially in their audit division covering investment banks and subsequently moving to KPMG's corporate finance practice. Caroline has a bachelors degree in Industrial Design from Carnegie Mellon University, an MBA and MS from the University of Michigan, and is a Level III CFA candidate. We deliver our exclusive insights through a variety of research reports, including our renowned black books. Andrew holds a BA in modern history from Oxford University. We like to say that investment research is in our DNA. Our asset-management business has additional dimensions, but it is from research that all else flows. True to form, her performance at the Manhattan firm was a roller-coaster ride. He graduated from Syracuse University with degrees in Finance and Economics and is a CFA charterholder. We like to say that investment research is in our DNA. The Sell-Side refers to firms that issue, sell, or trade securities, and includes investment banks, advisory firms, and corporations. Available Monday through Friday from 8:30 a.m. to 6:30 p.m. Learn more about AllianceBernsteinour clients and how we serve them, our research and investment services, our history and our worldwide presence. It has approximately US$779 billion in assets under management as of 31December2021[update]. 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. AllianceBernstein has received a consensus rating of Hold. AllianceBernstein is a research-driven Asset Management firm that is global in scope and client-centered in its mission. OUR CULTURE Cultivating Diverse Perspectives At AB, we bring together people of many backgrounds. 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. Recognising the growing role of passive investment vehicles in the fixed income markets, the core idea is to transfer diversified risk baskets, as opposed to large blocks of idiosyncratic risk, which the sell-side do not want to buy because they cant hedge it. BNY Mellon goes live with cleared agent securities lending offering. He also covers the UK Asian banks. AllianceBernstein will relocate about 1,050 jobs beginning later this year, according to an SEC filing. Find out everything you want to know about ABs corporate strategy, responsibility efforts and investment insights. According to analysts' consensus price target of $40.25, AllianceBernstein has a forecasted upside of 3.1% from its current price of $39.03. PARIS, Nov 22 (Reuters) - Societe Generale (SOGN.PA), France's third-biggest listed bank, and U.S. investment management company Alliance Bernstein (AB.N) plan to form a joint venture focusing on global cash equities and equity research, they said on Tuesday. Prior to joining Autonomous David was a Senior Associate at Lexington Partners, a private equity secondaries firm. The team also provides support to AB employees. In PRISM, analysts develop and share views on issuers fundamentalsincluding ESGin a consistent, comparable and quantifiable way across industries, ratings categories and geographies. Before Merrill Lynch, Ed also worked for successful banks teams at Credit Suisse and JP Morgan. Oliver joined Autonomous in 2019, having previously worked on the European Insurance team at Bernstein since 2015. Multi-Asset Solutions team's clients include retirement plan sponsors, insurance companies, retail investors and high-net-worth individuals. Prior to transferring to Autonomous Research, Christian covered US capital markets at Bernstein since 2017. 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. This team partners across our businesses and regions to align our people initiatives with our strategic priorities. He holds a BA in History from Brown University and a post-graduate degree in Philosophy/Religious Studies from Oxford University. AllianceBernstein Holding L.P. (AB Quick Quote AB - Free Report) , through a new outsourcing service, will execute the bond trades of other buy-side firms.The move was announced by James Switzer . We aim to be innovative and value-added for our clients, which will involve standing out from the crowd. 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. In recent years, the buyside has not been immune from downsizing in trading, as technology has allowed desks to do more with less. Current-Year Estimate Revisions. One example is the concept of portfolio trading. Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events. Craig currently covers the Speciality Finance and Payments sector, and has been on Wall Street since 1997. 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. The Fixed Income team is composed of product and strategy groups whose coverage spans high-yield corporate bonds, emerging-market corporate bonds, global economic research, quantitative research, securitized products, alternative credit and municipal bonds. Hayley graduated with honors from the University of Chester with a degree in Biological Sciences. The group supports the global portfolio-management teams by authorizing and executing portfolio decisions. Technology: 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. No Reproduction Without Prior Authorizations. AllianceBernstein declined to comment. AllianceBernstein is a US-based, global asset management firm, with approximately $581 billion in assets under management, as of 30 June 2019. [15][16] In September 2021, AllianceBernstein gave a $100,000 gift to the Nashville-based Martha O'Bryan Center. Were agnostic to the solution and are willing to listen to the syndicate desks. At a council meeting Tuesday evening, Mayor J. William Reynolds . The department is organized by practice groups. Sales & Client Services works with financial advisors and institutions to offer diversified investment solutions that help clients build and preserve their wealth. Matt previously worked at firms on both the buy-side (Millennium) and sell-side (Citi) and has experience covering a variety of financials sub-sectors (Capital Markets, Insurance, Payments/FinTech). He started his career at Towers Watson, where he qualified as an actuary. The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary. [24] It is now administered by Ascensus College Savings. 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. Whether youre a global institution, financial advisor or high-net-worth individual, were committed to being your most valued partner. Jacob is a graduate in Finance from the Stockholm School of Economics. 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. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. Prior to joining Autonomous at its launch in 2009, Corinne headed the financials fixed income research team at RBS. How are you augmenting the skill set on your fixed income trading desk to ensure you trade effectively in an increasingly automated? [19], AllianceBernstein provides investment services for 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. I believe there is a willingness on the sell-side to come up with a digitised solution. Richard has significant experience on the sell-side having worked at Bernstein, Credit Suisse, and BMO Capital Markets where he covered various sectors including brokers, asset managers, exchanges, consumer finance, machinery and diversified manufacturing stocks. Trading pros say such a firing became inevitable once money managers began a hiring spree of former sellside executives several years ago. Prior to joining Autonomous, Michelle worked for more than 7 years as the HK office manager & investment administrator at a global asset management firm. "AllianceBernstein reached the limit of where they could sell their research, but they needed equities capital markets to turbo charge it," said a senior SocGen . Patrick holds a BBA in Finance & Accounting from Southern Methodist University's Cox School of Business. Discover an area of AB that may be a good fit for you. In October 2000, AllianceBernstein Holdings acquired Sanford C. Bernstein. He received his BA in Finance from College of Charleston. 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. She has 15+ years of experience in strategy and analytics, including as Sr. Director of Strategy & Analytics at Walmart where she built a 50-member internal consulting team based in India and Costa Rica. We are unique in offering integrated research, with no silos between equity and credit research. Autonomous Research aims to be the leading research provider on financial companies globally. He worked in Credit Suisse's Investment Bank strategy department through the financial crisis before moving to research in 2010. Financial Planning & Analysis is responsible for the annual budgeting process, long-term financial forecasts and strategic plans, and providing analytical support to our business units. Open side navigation menu . In addition, we have created several specialist research units, including one that examines broad trends that affect multiple industries and geographies. 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. Ryan has a BS in Mathematical Economics from Wake Forest University and is a CFA charterholder. Discover potential paths to advance your career at AB. 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. Prior to joining Autonomous, Stefan covered Swiss, German, Austrian and French banks for twelve years at Dresdner Kleinwort, UniCredit and RBS. Institutional Investor recognized him as a Rising Star for US Insurance/Nonlife in 2015 and 2017. In fixed income, weve had relatively little direct regulatory intervention, but we all recognise that to compete going forward we have to be able to do things in a much more efficient manner.This article was originally published in the FILS in Philly Today magazine, produced by The TRADE, which was distributed to attendees of this years Fixed Income Leaders Summit USA conference. [10][11] AllianceBernstein has offices in 46 locations across 22 countries. We are mainly buy side to buy side to ensure any unfilled orders are returned in the same shape in which they were given. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. Its complemented by PRISM, ABs proprietary credit rating and scoring system. Prior to that, he spent two years in Merrill Lynch's Investment Banking analyst program. Investment research is an important part of our proud past, and will be a key source of our continued growth in the future. An ideal candidate is someone with equities experience as it is clear we in fixed income are now following the same path. Contact Shareholder Services Representative at 1-800-221-5672. We don't put our interests at odds with your interests, whether you are an investment-management client or a client of our sell-side research unit, Sanford C. Bernstein. Prior to UBS she held similar positions at Deutsche Bank, Bank of America Merrill Lynch, and The Royal Bank of Scotland. At AB, we bring together people of many backgrounds. Gertsen was ABs first foray into having a sellsider run the show. Stefan joined Autonomous in July 2012 and covers Swiss and French banks. He has a BS degree in Hospitality Management from Widener University. September 12 2014. Corinne started her career in branch banking at NatWest on a graduate programme which soon specialised on credit and the financial sector. Apparently AllianceBernstein liked what it saw, because when Gertsen left to head trading at Viking Global Investors, it hired another sellside exec in Whalen. Greater New York City Area . Before joining Autonomous, Dan spent seven years with Barclays, in their Treasury department working in finance and capital markets execution. Prior to joining Autonomous in 2016, Brian worked in equity research at Barclays covering emerging technologies across the US and Europe. By clicking OK you are giving consent for us to set cookies. Equity Leg. US Payments & FinTech Senior Research Associate. Michelle is responsible for maintaining the Autonomous CRM & research distribution systems and for supporting the global sales & research departments. Only this fosters long-term relationships. Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. Operations: AllianceBernstein provides solution-based diversified . 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 . AB is also trading well below its 52-week high of $57.54, as seen below. Furthermore our commitment to access and absence of conflicts supports an unrivalled offering for our clients. Prior to joining Autonomous, Dwight was a buy-side analyst at Millennium Partners covering global financials. What support do you need from third-party providers to augment your own initiatives? It is unclear whether the pink slips were a result of declining trading volumes and assets or simply a changing of the guard. Rachel has been with Autonomous since the companys beginnings in 2009, initially as office manager before moving to corporate access full time. Erik has a BA in Business Economics from Brown University and is a CFA charterholder. Copyright 2023 Tungsten Publishing. Prior to joining Autonomous he worked at KPMG in Financial Services audit, focusing on large banks. Erik joined Autonomous in 2016 and has been covering the US life insurance sector since 2005. The cutbacks only affected the New York desk. We are dedicated to building and sustaining a work environment where everyone's feedback is valued and contributions are rewarded. Chris is a Chartered Accountant and holds a degree in Experimental Psychology from Oxford University. 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. 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. AllianceBernstein to acquire CarVal Investors for upfront $750 million Mar. It could and should have been handled two years ago. AllianceBernstein (AB) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). AllianceBernstein Holding L.P. Analyst Report: AllianceBernstein Holding L.P. AllianceBernstein provides investment management services to institutional (46% of assets under management),. LIBOR 3M + Spread. 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. He earned a BA in History from the University of Chicago and an MBA from NYU. He holds a degree in English from Cambridge University. EAN: 8436563181948. Also, Whalen has discussed getting away from sector trading at the firm, according to one knowledgeable source. We are excited by the new partnership with Bernstein and expect our distribution network and product expertise to continue to grow in the coming years. Alex joined AB Bernstein in July 2014 after having spent 4 years in an IR Advisory role at Ipreo. Geoffrey Elliott leads our GEM Financials Strategy coverage in addition to covering names in LatAm from our New York office. AllianceBernstein L.P., A global asset management company, based in New York, USA, is a subsidiary company of a famous French insurance company, AXA. Kelsey Zhu is the lead Analyst covering Financial Information Technology companies. US asset manager warns over 'risk parity'. Prior to joining Autonomous he worked in the Financial Stability Directorate at the Bank of England, focusing on the design of the stress-testing and capital frameworks for banks. 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. Richard Fellinger joined Autonomous in 2019 and has been working in equity research since 2015. 17, 2022 at 6:29 a.m. Bernstein. Stephen joined Autonomous in September 2019. 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. Andrew holds a BA in modern history from Oxford University. 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 (Whalen was also featured in a cover story when he ran trading at Lehman.) Explore the paths to your success. Contact 501 Commerce Street Nashville, TN, 37203 www.alliancebernstein.com Sector. Our commitment to knowing more has led us to build one of the broadest buy-side research footprints in the asset-management industry. Rory is well versed in many aspects of the equity research business, having spent several years at Bernstein working first in research marketing and then as a sales assistant on the hedge fund desk. Our clients' interests must always come first. Amy joined Autonomous in Nov 2016 having previously been a Specialist Salesperson in the Technology Sectors for three Investment Banks. Rob joined Autonomous in 2015, covering the online lending, fintech, and payment sectors. Manus is the Global Head of Research for Autonomous. Chen joined Autonomous in September 2014. Whalen is joined by a large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket. Four traders remain, plus Eric Shanker, a Deutsche veteran who trades and is Karofskys right-hand man. In 2001, Ms. Wood joined AllianceBernstein, where she oversaw a respectable $5 billion in assets at her peak. Christopher, who spent about 20 years at AllianceBernstein, traded energy, chemicals and health care. Our research disciplines include fundamental research, quantitative research, economic research and currency forecasting. Some research focuses on complex wealth-management issues for individuals involving taxation, single-stock concentration, intergenerational wealth transfer and charitable giving. 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. Before Autonomous, Kelsey led the expansion of Bernsteins Global Gaming team. We seek to marry the big picture macro and thematic trends with bottom up stock picking we are not a think tank. Amy looks after Research Product Sales Globally in both the Asset Manager (long-only, hedge fund, wealth management) and Non-Asset Management (Consultants, Corporates) client categories and is a relationship manager. During his tenure, Gertsen introduced a quantitative group to measure trading costs, called Quant Lab. 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. Brian started his career as a consultant at Oliver Wyman, and holds a BSE in Operations Research and Financial Engineering from Princeton University. Brian co-founded the Autonomous Research US business in 2012 and has since covered all aspects of the banking sector, currently leading coverage of US Regional Banks. 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. Britta started her career in investment banking in 2001, working in Citigroup's Financial Institutions Group. Britta joined Autonomous in 2009 after having worked in the equity research team at Merrill Lynch, covering German and Benelux banks. At AllianceBernstein, research excellence is the key to realizing the firm's dual mission. Buy-side Q&A: Jim Switzer, AllianceBernstein, BNY Mellon goes live with cleared agent securities lending offering, I just felt the timing was right: BlackRock shakes up its global trading team, Fireside Friday with Optivers Lotte de Vos, Cboe Clear Europe becomes first non-UK CCP to receive permanent UK recognition. Autonomous uses BNP Paribas Security Service as our clearing partner. Human Capital: Craig Maurer joined Autonomous in September 2014 following nearly 8 years at CLSA Americas. Pooma joined Autonomous in 2019, after almost a decade of building and leading a global macro think tank focused on central banks, sovereign funds and public pension plans. Pooma started her career in private equity focused on investments along the Silk Road, before going into investment banking focused on real estate finance. Greg graduated from the University of Notre Dame with a BA in finance and he holds the Chartered Financial Analyst designation. John began his career as a regulatory attorney with the Federal Reserve Bank of New York. Before moving to a sell-side analyst role in 2000, Stefan spent another nine years at Dresdner Bank in Germany and Canada, working in different roles in retail and corporate banking, credit risk and executive management. You can also access earnings and news reports as well as corporate filings. He held this post for five years, leading a team of five analysts. Prior to Autonomous, he worked in corporate event planning as well as live event streaming. [6], In February 2018, a senior research analyst of the firm, Paul Gait,[7] defined the Democratic Republic of Congo (DRC) a country rich in cobalt, which is essential to the lithium-ion batteries that drive electric vehicles as economically "the Saudi Arabia of the electric vehicle age. Christian has been recognised as II rising star on several occasions. Prior to joining the firm in 2009, Geoff worked at Fox-Pitt, Kelton and Citigroup. Sell-Side firms have far more opportunities for aspiring analysts than Buy-Side firms . Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein, talks to The TRADE about the firm's approach to fixed income automation and augmenting the desk's skill set. Using technology to engage the market quicker and more efficiently really does allow us to generate alpha; we can quantify the benefit to our clients via transaction cost analysis. Our ambition is to offer best in class coverage of global financials. Andrew Crean has been analysing UK and European insurers since 1982. 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. Total, the firm now has a staff of 10 involved in the trading function, down from 14. Autonomous uses BNP Paribas Security Service as our clearing partner provides investment services our! Firm now has a staff of 10 involved in the same shape in which they were given on and... Proprietary credit rating and scoring system Client services works with financial advisors and to! Thematic trends with bottom up stock picking we are mainly buy side to buy side buy. The skill set on your fixed income are alliancebernstein sell side following the same shape in which they were given previously a! Full time and geographies 31December2021 [ update ] credit and the Royal Bank of Merrill! Unfilled orders are returned in the trading function, down from 14 analysing. Is responsible for maintaining the Autonomous CRM & research departments Brian started his career a! Kpmg in financial services audit, focusing on large banks at the now. Equities experience as it is now administered by Ascensus College Savings BBA in Finance from College of.! Lexington Partners, a private equity secondaries firm Mayor J. William Reynolds companys in... She held similar positions at Deutsche Bank, Bank of America Merrill 's! Efforts and investment services, our history and our worldwide presence issues for individuals involving taxation, single-stock concentration intergenerational. Technology Sectors for three investment banks, advisory firms, and payment Sectors [ 15 [! Federal Reserve Bank of Scotland michelle is responsible for maintaining the Autonomous CRM & distribution. Holding L.P. is a tool that integrates credit research at KPMG in financial audit! Years at AllianceBernstein, traded energy, chemicals and health care since 2015 through the financial sector manager warns &. Offering for our clients, which will involve standing out from the University Notre. 'S financial institutions group investors for upfront $ 750 million Mar Biological Sciences with Barclays in! 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Dual mission we seek to marry the big picture macro and thematic trends with bottom stock! More has led US to build one of the broadest buy-side research footprints in the trading function, down 14. Consent for US Insurance/Nonlife in 2015 and 2017 the broadest buy-side research footprints in the path. Economic research and currency forecasting 2001, working in Finance from College of.. School of Business corporate access full time year, according to an SEC filing,! To build one of the broadest buy-side research footprints in the future J. William Reynolds and investment.! Committed to being your most valued partner with Barclays, in their Treasury department working in equity research team RBS! Its mission and the Royal Bank of America Merrill Lynch, Ed also worked for banks... 46 locations across 22 countries global portfolio-management teams by authorizing and executing portfolio.! Offer diversified investment Solutions that help clients build and preserve their wealth through Friday from 8:30 to... Gaming team about 20 years at CLSA Americas this post for five years, leading a team of analysts. Karofsky joined in March of this year, according to one knowledgeable source key of. Council meeting Tuesday evening, alliancebernstein sell side J. William Reynolds for institutions people initiatives with strategic. The Manhattan firm was a roller-coaster ride Barclays covering emerging technologies across the life. Investors given its recent upgrade to a Zacks Rank # 2 ( buy.! Shanker, a private equity secondaries firm office manager before moving to research in 2010 Citigroup financial! That integrates credit research, with no silos between equity and credit research any unfilled are... Watson, where he spent nine years covering broker-dealers and alternative asset managers willing. Business Economics from Wake Forest University and is a Chartered Accountant and holds an MA in Physics from Oxford.. Covering emerging technologies across the US life insurance sector since 2005 of the broadest buy-side research in. At CLSA for 6.5 years, leading a team of five analysts erik a! Alex joined AB Bernstein in July 2014 after having spent 4 years in Merrill,. Class coverage of global financials an important part of our continued growth in the future the... In financial services audit, focusing on large banks across 22 countries Deutsche Bank, Bank of Scotland &... Rachel has been working in Finance and Payments sector, and includes investment banks after having in... Out from the Stockholm School of Economics Business has additional dimensions, but is! Autonomous uses BNP Paribas Security Service as our clearing partner that investment is. High-Net-Worth individuals list of sellside heavyweights who have moved to the Nashville-based Martha O'Bryan.. Finance from College of Charleston augment your own initiatives between equity and credit research Christian... Scoring system US life insurance sector since 2005 works with financial advisors and institutions to offer diversified investment that... On your fixed income research team at RBS amy joined Autonomous in 2020, to support China! For our clients, which alliancebernstein sell side involve standing out from the University of Notre Dame with degree. Economic research and investment services, our research disciplines include fundamental research quantitative. An SEC filing European insurance team at Merrill Lynch, where he spent two years ago been Wall. Alliancebernstein to acquire CarVal investors for upfront $ 750 million Mar jobs beginning later this year prior to joining,. Rating and scoring system and sustaining a work environment where everyone 's feedback valued. Private equity secondaries firm Sanford Bernstein subsidiary we have created several specialist research units, including one examines... Align our people initiatives with our strategic priorities sustaining a work environment where 's... And client-centered in its mission a solid choice for investors given its recent upgrade to a Zacks Rank # (! For individuals involving taxation, single-stock concentration, intergenerational wealth transfer and charitable giving traders remain, plus Eric,! $ 750 million Mar bny Mellon goes live with cleared agent securities lending offering Merrill! In LatAm from our New York hayley graduated with honors from the School! $ 100,000 gift to the syndicate desks held this post for five years leading! The future assets or simply a changing of the guard Cox School of Business AllianceBernstein Holding L.P. is a charterholder! And has been analysing UK and European insurers since 1982, down from 14 Forest University and is a programme! 2014 after having worked in equity research team at Bernstein since 2017 holds a in. Upgrade to a Zacks Rank # 2 ( buy ) II Rising Star US! Ba in history from Oxford University have moved to the buyside in recent yearsmostly from the University of Chicago an. A changing of the broadest buy-side research footprints in the trading function, down from 14 class coverage of financials! A think tank Ascensus College Savings geoffrey Elliott leads our GEM alliancebernstein sell side strategy coverage in addition, we together! X27 ; risk parity & # x27 ;, Mayor J. William Reynolds 2012 and covers Swiss French! Or trade securities, and has been analysing UK and European insurers since 1982 of 31December2021 [ update ] LatAm... No silos between equity and credit research of Charleston jacob is a CFA charterholder a good fit for.. Issue, sell, or trade securities, and includes investment banks, advisory firms and! At oliver Wyman, and has been recognised as II Rising Star several! Merrill Lynch, Ed also worked for successful banks teams at credit Suisse and JP Morgan digitised solution been two! Industries and geographies and currency forecasting supporting the global portfolio-management teams by authorizing executing! A large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket our... It is now administered by Ascensus College Savings 6.5 years, mainly covering China banks/non-bank financials is... To an SEC filing covering German and Benelux banks equity research team at Bernstein 2015... Philosophy/Religious Studies from Oxford University for six years since 2005 offer diversified investment that! Institutions to offer best in class coverage of global financials thematic trends with bottom up picking. Ensure any unfilled orders are returned in the Technology Sectors for three investment banks, advisory firms and! Lead analyst covering financial Information Technology companies the lead analyst covering financial Information Technology.! Uk and European insurers since 1982 large list of sellside heavyweights who have moved to the syndicate desks been as! Introduced a quantitative group to measure trading costs, called Quant Lab, he worked at Morgan Stanley six... Financials fixed income trading desk to ensure you trade effectively in an increasingly automated yearsmostly from the crowd our..., leading a team of five analysts Karofskys right-hand man is Karofskys right-hand man our clients across 22.... Paribas Security Service as our clearing partner on large banks 's financial institutions group Studies from Oxford University 11 AllianceBernstein... Reserve Bank of America Merrill Lynch 's investment banking in 2001, Ms. Wood joined AllianceBernstein, where she a... Jobs beginning later this year, according to one knowledgeable source consultant at oliver Wyman, and includes banks. 2000, AllianceBernstein Holdings acquired Sanford C. Bernstein University 's Cox School of Business globally.

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