AllianceBernstein

AllianceBernstein is a global investment management and research firm headquartered in New York City, specializing in a diverse range of asset classes, including equities, fixed income, and alternatives. The firm serves a wide array of clients, including institutional investors, high net worth individuals, and retail investors. It manages separate client-focused portfolios and offers various investment products such as mutual funds and hedge funds. AllianceBernstein employs fundamental and quantitative analysis to guide its investment strategies, which encompass growth, value, and balanced approaches across different market capitalizations. Additionally, the firm invests in real estate securities and alternative assets, including venture capital and private equity. As of mid-2024, AllianceBernstein had approximately $777 billion in assets under management, with a significant portion allocated to fixed income and equity strategies. The firm operates globally, with offices in key financial centers across North America, Europe, and Asia-Pacific.

Erin Bigley

Chief Responsibility Officer, Member of the Operating Committee and Senior Vice President

Troy Fukumoto

Managing Director of Private Equity and Venture Capital

Marshall Greenbaum

Senior Vice President

Richard Lane

Managing Director

Emma Quinn

Senior Vice President, Global Co-Head of Equity Trading

Past deals in Wealth Management

Autonomous Research

Acquisition in 2018
Autonomous Research LLP is an independent equity and credit research firm that specializes in the financial services industry. Established in 2009 and headquartered in London, with additional offices in New York and Hong Kong, the firm provides comprehensive and unbiased investment research covering a range of sectors, including banks, insurers, diversified financials, and fintech. Autonomous Research is recognized for its in-depth analysis of key themes affecting stocks and markets, and it employs a strategic distribution model to disseminate its findings. The firm has recently expanded its focus to include the impact of technology on finance through its Fintech practice, Autonomous NEXT, enhancing its commitment to delivering valuable insights into the evolving financial landscape.

NextCapital

Series B in 2015
NextCapital Group, Inc. is a fintech firm that specializes in providing a digital advice platform designed for financial planning, investment advice, and managed account solutions. The platform enables institutions to offer personalized services to individual investors, including those with 401(k), IRA, and taxable brokerage accounts. NextCapital's offerings include the NextCapital Non-Discretionary Advisory Service, which provides investment planning and recommendations, as well as the NextCapital Premium service, which delivers advanced investment analytics on a subscription basis. Additionally, the company offers the NextCapital Personal Portfolio Service, a discretionary investment management service. Founded in 1996 and headquartered in Chicago, Illinois, with an office in Burlington, Vermont, NextCapital aims to deliver accessible and tailored financial solutions to a diverse range of investors, from beginners to high-net-worth individuals.
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