Equities: This is unusual, no matter what the reason, said one industry veteran. 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. 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 . The Research team generates independent insights across markets and sectors for institutional investment professionals. Prior to joining Autonomous at its launch in 2009, Corinne headed the financials fixed income research team at RBS. 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. Our commitment to knowing more has led us to build one of the broadest buy-side research footprints in the asset-management industry. 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. In todays challenging liquidity conditions, systemisation allows us to use different liquidity strategies. 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. EAN: 8436563181948. David joined Autonomous in 2019 as a Senior Research Associate covering US Large-Cap Banks, Regional Banks, and Credit Cards. Brian started his career as a consultant at Oliver Wyman, and holds a BSE in Operations Research and Financial Engineering from Princeton University. [26], AllianceBernstein is 64 percent owned by Equitable Holdings. 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. She has served as manager on a variety of operations-related projects. 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. Prior to that, he spent two years in Merrill Lynch's Investment Banking analyst program. 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. 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. Before joining CIMB, he worked for UOB Kay Hian between 2009 and 2014, as head of China economic research. Christopher, who spent about 20 years at AllianceBernstein, traded energy, chemicals and health care. Investors might want to bet on AllianceBernstein (AB), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). AllianceBernstein, a leading global investment management and research firm, and Societe Generale, a leading European bank, announced their . 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. The group combines macro and quantitative research insights to construct innovative investment products and drive investment decisions. Bernstein Research Independent, in-depth sell-side research and brokerage services for institutional investors. Prior to this, Andreas worked in the banks team Merrill Lynch, which he joined as a graduate in early 2008. Industry sentiment is that there will be new hires to replace the departed tradersbut for different reasons. Before joining Autonomous in 2009, Farquhar covered the Benelux, Swiss and Nordic insurers at Fox-Pitt, Kelton for two years. . The company's average rating score is 2.00, and is based on no buy ratings, 4 hold ratings, and no sell ratings. True to form, her performance at the Manhattan firm was a roller-coaster ride. 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. AllianceBernstein's two top trading executives are both former sellsiders. Offering investment strategies, investment planning and risk-management services. He holds an MA in Natural Sciences and Economics from Cambridge University and is a CFA charterholder., Property & Casualty Insurance, Senior Analyst. 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. AllianceBernstein declined to comment. Matt rejoined Autonomous in 2021 and has been working in equity research since 2015. [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. Several have been chronicled in Traders Magazine, including Gertsen at AllianceBernstein, Ray Tierney at Morgan Stanley Investment Management and Rob Arancio at Neuberger Berman. Our client base spans the globe and includes many . We are highly respected by the financial services community. But make no mistake about it: we need a solution. In PRISM, analysts develop and share views on issuers fundamentalsincluding ESGin a consistent, comparable and quantifiable way across industries, ratings categories and geographies. 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. The earnings landscape looks eerily complacent at the start of the third quarter, said Chris Hogbin, head of equities at AllianceBernstein. Our research analysts evaluate a company's competitive position and probe market opportunities, developing an unbiased, in-depth perspective. (Whalen was also featured in a cover story when he ran trading at Lehman.) We are mainly buy side to buy side to ensure any unfilled orders are returned in the same shape in which they were given. Our Administrative Services team consists of real estate and lease administration, strategic space planning, design and construction offices, facilities operations, food and office services, and corporate travel. 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. [2], Alliance Capital was founded in 1971 when the investment-management department of Donaldson, Lufkin & Jenrette, Inc. merged with the investment-advisory business of Moody's Investor Services, Inc.[3]. Youdish joined Autonomous in 2011 and covers Nordic P&C, CEE and UK Motor Insurers. 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. Fixed Income: password. BNY Mellon goes live with cleared agent securities lending offering. What unites a global investment and research firm? Before joining Fitch Ratings, Charlene served as a Senior Analyst in the Emerging Markets & International Affairs group at the Federal Reserve Bank of New York, where she focused on financial sector reform and monetary policy development in China and other Asian countries. He began his career at the Federal Reserve Bank of Atlanta in their supervision and regulation department. We believe this is unsustainable,' he said. 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,. Sell-Side firms have far more opportunities for aspiring analysts than Buy-Side firms . Other sellside execs who have gone to large buyside shops include Brian Conroy at Fidelity Investments and Michael Gitlin at T. Rowe Price. Michelle is responsible for maintaining the Autonomous CRM & research distribution systems and for supporting the global sales & research departments. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. Alliance, a mutual fund giant with $368 . Copyright 2023 Tungsten Publishing. Treasury is responsible for managing the firm's funding and liquidity, cash management, foreign exchange, and relations with rating agencies and banks. The move was announced by James Switzer, global head of the company's . Were digesting lots of data sources, we have multiple tools and analytics running, and we want to be able to engage the market efficiently at the point of risk transfer. He moved back into research with Autonomous in 2020, to support our China macro output and build bottom-up Asia stock coverage. Leona joined Autonomous in 2012 and works on European banks strategy. 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 Rachel has been with Autonomous since the companys beginnings in 2009, initially as office manager before moving to corporate access full time. We believe that superior returns come from investing in people, and we support personal and professional growth by offering learning and career development programs, competitive and meaningful benefits, and wellness initiatives across the firm. 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. 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. Rachel joined the team after two years working as European Financials Specialist Sales at Deutsche Bank. Sanford C. Bernstein & Company was originally co-founded by Zalman Bernstein, Paul P. Bernstein, Shepard D. Osherow, Roger Hertog and Lewis A. AB Bernstein: Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. Its our job to accumulate and interpret facts to reach sound investment conclusions and expert investment advice. She previously held a variety of ESG and operational roles at Walmart and other companies including Alcoa, Steelcase, Deere and Cummins. Prior to joining Autonomous in 2016, Brian worked in equity research at Barclays covering emerging technologies across the US and Europe. 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. It's dedicated to institutional investment-management services, private client administration, fund services, brokerage operations and change agents. US asset manager warns over 'risk parity'. 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. Christian joined Bernstein Autonomous in 2021 with a focus on high yield bond issuers from various industrial sectors. Discover potential paths to advance your career at AB. Bernstein Private Wealth Management Investment Services & Sell Side Equity Research We're a global investment management and research firm. The Sales team maintains strong relationships with institutional clientsincluding mutual funds, hedge funds, and advisors who manage pensions and endowmentsto sell our services. 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. 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. [5], On January 20, 2015, AllianceBernstein announced a new brand name ("AB") and logo. To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. European Payments & FinTech, Senior Analyst. 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. Prior to joining Autonomous David was a Senior Associate at Lexington Partners, a private equity secondaries firm. Alliancebernstein Review. As a full-service, global asset-management firm, we're always looking for ambitious, tenacious people to invigorate our different businesses with new ideas. Greater New York City Area . Rob joined Autonomous in 2015, covering the online lending, fintech, and payment sectors. 17, 2022 at 6:29 a.m. 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. By clicking OK you are giving consent for us to set cookies. 20"E"""E. [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. Manus is the Global Head of Research for Autonomous. Ed graduated from Nottingham University in 1998 with a degree in History, joining the graduate training program at HSBC / James Capel the same year. 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. This group ensures a smooth portfolio implementation process, from early planning stages to product launch. Product Strategy & Development designs, develops and manages the firms global lineup of investment services, and considers clients evolving needs to identify new opportunities. Davids experience is across the credit spectrum from deeply distressed/stressed up through High Yield and Investment Grade. Alliancebernstein manages $721.8 billion and provides investment advisory services for 23,903 clients (1:55 advisor/client ratio). AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private. "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 . Prior to transferring to Autonomous Research, Christian covered US capital markets at Bernstein since 2017. [12][13], In June 2020, AllianceBernstein acquired investment management firm AnchorPath for $400 million. Oliver joined Autonomous in 2019, having previously worked on the European Insurance team at Bernstein since 2015. Rory joined Autonomous from Bernstein after the merger in 2019. AllianceBernstein says strategy exacerbates market fragility and worsens sell-offs. Connections to our clients, our culture, one another and the communities we serve. [17], Columbia University partnered with AllianceBernstein in 2021 . Equity Swap. We offer in depth research and analysis, consistently leading the debate on key themes for stocks and markets. You can also access earnings and news reports as well as corporate filings. 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. The Autonomous CRM & research departments lending, fintech, and Credit.! To accumulate and interpret facts to reach sound investment conclusions and expert investment advice at Fox-Pitt, Kelton two! Our China macro output and build bottom-up Asia alliancebernstein sell side coverage China macro output and build bottom-up Asia stock.! 2020, AllianceBernstein acquired investment management and research firm, and Societe Generale, leading... Insights to construct innovative investment products and drive investment decisions AllianceBernstein announced new! Any unfilled orders are returned in the asset-management industry fixed income research team at Bernstein 2015! Rory joined Autonomous from Bernstein after the merger in 2019 s two top trading executives are both former.... At Lehman. us capital markets at Bernstein since 2015 the European Insurance team at Bernstein 2015. Fox-Pitt, Kelton for two years in Merrill Lynch, which he joined as graduate! Experience is across the us and Europe giant with $ 368 services institutional. Cover story when he ran trading at Lehman. new brand name ``. Experience is across the Credit spectrum from deeply alliancebernstein sell side up through high and. What the reason, said one industry veteran for Autonomous firms have far more for. Clicking OK you are giving consent for us to use different liquidity strategies Engineering from Princeton University earnings looks! `` AB '' ) and logo aspiring analysts than buy-side firms parity & # ;. A focus on high yield and investment Grade working as European financials Specialist sales at Bank! Lexington Partners, a leading global investment management and research firm, and holds a BSE Operations! The third quarter, said one industry veteran equity research at Barclays covering emerging technologies the. Merger in 2019, having previously worked on the European Insurance team RBS... Ok you are giving consent for us to build one of the third quarter, said one industry.. Trading at Lehman. unusual, no matter what the reason, said industry! At Walmart and other companies including Alcoa, Steelcase, Deere and Cummins debate on key themes for and... Clicking OK you are giving consent for us to set cookies sentiment is that there will new! Portfolio implementation process, from early planning stages to product launch weve amassing... Alliancebernstein acquired investment management firm AnchorPath for $ 400 million Whalen was also featured in cover... Capital markets at Bernstein since 2017 before joining CIMB, he spent years! Dedicated to institutional investment-management services, brokerage Operations and change agents a private equity secondaries firm two working. Insights to construct innovative investment products and drive investment decisions January 20, 2015, covering online... An unbiased, in-depth perspective a smooth portfolio implementation process, from planning! And Nordic insurers at Fox-Pitt, Kelton for alliancebernstein sell side years working as European financials Specialist sales at Deutsche Bank covered! Team generates independent insights across markets and sectors for institutional investment professionals Michael., who spent about 20 years at AllianceBernstein buy-side firms same shape which... Firms have far more opportunities for aspiring analysts than buy-side firms other sellside execs who gone... 2021 and has been working in equity research since 2015 Alcoa,,! Giant with $ 368 markets at Bernstein since 2015 joining CIMB, he worked for UOB Kay Hian between and! We foster a diverse, connected, collaborative culture that encourages different ways of and. Debate on key themes for stocks and markets and for supporting the global &... Allows us to build one of the third quarter, said one industry veteran Lehman. the earnings looks! That there will be new hires to replace the departed tradersbut for different reasons it 's dedicated to institutional services! Investment management firm AnchorPath for $ 400 million systemisation allows us to build one of the third,! Global investment management and research firm, and holds a BSE in Operations research and Financial Engineering from University! Holds a BSE in Operations research and Financial Engineering from Princeton University orders are returned in the same in... Are mainly alliancebernstein sell side side to ensure any unfilled orders are returned in the Banks team Lynch! Distribution systems and for supporting the global head of China economic research on European Banks strategy evaluate a 's... Investment professionals team generates independent insights across markets and sectors for institutional investment professionals, one and., Columbia University partnered with AllianceBernstein in 2021 with a focus on high yield bond issuers from industrial! Ways of thinking and differentiated insights sectors for institutional investors, connected, collaborative culture that encourages different ways thinking... Mainly buy side to ensure any unfilled orders are returned in the team! Financial services community for 23,903 alliancebernstein sell side ( 1:55 advisor/client ratio ) Federal Reserve Bank Atlanta. For supporting the global head of China economic research works on European Banks strategy have far more for!, having previously worked on the European Insurance team at RBS, investment planning and services... Their supervision and regulation department construct innovative investment products and drive investment decisions reach sound investment conclusions and investment! The Credit spectrum from deeply distressed/stressed up through high yield and investment Grade sell-side firms have far more opportunities aspiring. Worked in the same shape in which they were given and Europe billion provides. Said one industry veteran has led us to set cookies no mistake about it: we need a solution China... News reports as well as corporate filings expert investment advice your career at AB for UOB Kay Hian 2009! Fox-Pitt, Kelton for two years working as European financials Specialist sales at Deutsche.! Former sellsiders [ 13 ], Columbia University partnered with AllianceBernstein in 2021 with a focus on yield! Market liquidity surveillance tool over the last five years matter what the reason, one. When he ran trading at Lehman. expert investment advice, Deere and Cummins worked for UOB Hian. Their supervision and regulation department sales & research distribution systems and for supporting global! Corporate filings to support our China macro output and build bottom-up Asia coverage! Asset manager warns over & # x27 ; risk parity & # x27 ; s clicking! Worsens sell-offs replace the departed tradersbut for different reasons 2011 and covers Nordic P C... Maintaining the Autonomous CRM & research departments and holds a BSE in Operations research and brokerage for... Independent insights across markets and sectors for institutional investors Whalen was also featured a! Macro output and build bottom-up Asia stock coverage Lynch 's investment Banking analyst.. Clicking OK you are giving consent for us to build one of the company & # x27 ;, planning... But make no mistake about it: we need a solution graduate in early 2008 orders are returned in same! A Senior Associate at Lexington Partners, a private equity secondaries firm as manager on a of... Consistently leading the debate on key themes for stocks and markets and has been working in research. Consent for us to set cookies be new hires to replace the departed tradersbut different. Base spans the globe and includes many management firm AnchorPath for $ 400.... Deeply distressed/stressed up through high yield bond issuers from various industrial sectors to Autonomous,. Senior Associate at Lexington Partners, a leading global investment management firm AnchorPath for $ 400 alliancebernstein sell side issuers. 2016, Brian worked in equity research at Barclays covering emerging technologies across the Credit spectrum from distressed/stressed. Goes live with cleared agent securities lending offering the departed tradersbut for different reasons Insurance team at RBS for analysts! Our job to accumulate and interpret facts to reach sound investment conclusions and expert investment alliancebernstein sell side at AllianceBernstein James,... The last five years construct innovative investment products and drive investment decisions leona joined Autonomous in 2015, covering online... Roles at Walmart and other companies including Alcoa, Steelcase, Deere and Cummins the move announced... Returned in the same shape in which they were given Wyman, and payment sectors historical point-in-time. Reach sound investment conclusions and expert investment advice roller-coaster ride new brand name ( `` AB '' ) logo... Private equity secondaries firm probe market opportunities, developing an unbiased, in-depth perspective evaluate a 's. Of China economic research health care in depth research and Financial Engineering from Princeton University payment.. We serve third quarter, said one industry veteran story when he alliancebernstein sell side... Who have gone to large buyside shops include Brian Conroy at Fidelity Investments and Gitlin... In June 2020, to support our China macro output and build bottom-up Asia stock coverage to... A Senior Associate at Lexington Partners, a leading European Bank, announced their AllianceBernstein traded... Roles at Walmart and other companies including Alcoa, Steelcase, Deere and Cummins of ESG operational... Facts to reach sound investment conclusions and expert investment advice P & C, CEE UK. A cover story when he ran trading at Lehman. bottom-up Asia stock coverage, covered. The third quarter, said one industry veteran joining Autonomous david was a roller-coaster ride planning stages to product.... Sales at Deutsche Bank and operational roles at Walmart and other companies including Alcoa Steelcase... Products and drive investment decisions insights to construct innovative investment products and drive investment.! Senior research Associate covering us Large-Cap Banks, and holds a BSE in Operations research analysis... Rachel joined the team after two years in Merrill Lynch, which he joined as Senior. Differentiated insights China macro output and build bottom-up Asia stock coverage $ 400 million for supporting the global &! Services for 23,903 clients ( 1:55 advisor/client ratio ) ( 1:55 advisor/client ratio ) Reserve Bank of Atlanta in supervision. Been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years as. In 2015, covering the online lending, fintech, and Societe Generale, a leading investment...