Investor directory

AllianceBernstein

AllianceBernstein is a prominent global investment management and research firm headquartered in New York City, with additional offices in various locations worldwide, including Australia, the United Kingdom, and Japan. The firm manages approximately $455 billion in assets for a diverse clientele, including institutional investors, pension funds, endowments, and individual clients. AllianceBernstein employs a range of investment strategies that encompass public equity, fixed income, and alternative investments, utilizing both fundamental and quantitative analysis. Its offerings include separate client-focused portfolios, mutual funds, and college savings and retirement products. The firm is recognized for its rigorous in-house research capabilities, which underpin its investment decisions across various asset classes, including equities, fixed income, and real estate securities. Founded in 1971, AllianceBernstein aims to advance clients' interests through a comprehensive suite of investment solutions.
http://www.abglobal.com
http://www.alliancebernstein.com
https://crunchbase.com/organization/alliancebernstein
https://facebook.com/abinsights
https://linkedin.com/company/abglobal
https://pitchbook.com/profiles/fund/14654-89F
https://twitter.com/ab_insights
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=249248
https://www.privateequityinternational.com/database/#/profile?id=21

Susan Buchsbaum

Investment Professional

Daniel Bunker

Assistant Vice President

Todd Figler

Managing Director

Jonathan Kohana

Associate Officer

Richard D. Mercier

VP

Sandra Helen Nuttall

President and Director Of Client Relations

Molly O'Connor

Associate

Alex Rachlin

Associate

Jeff Saltzman

Managing Director

Jenny Zhang

Director

Past deals in Wealth Management

Autonomous Research

Acquisition in 2018
Autonomous Research is the leading independent research firm covering the financial services industry in Europe, the US and China. Founded in 2009, the firm has distinguished itself with in-depth, unbiased investment research on global banks, brokers, asset managers, insurance, information services, payment-technology, mortgage finance and consumer finance companies. Its recently-launched Fintech practice, Autonomous NEXT, explores the impact of technology on the future of finance.

NextCapital

Series B in 2015
NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors across multiple channels including 401(k), IRA, and taxable brokerage accounts. Their open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management, and allows partners to customize advice methodology and fiduciary roles. It was founded in 1996 and headquartered in Chicago, Illinois.