During his tenure, Gertsen introduced a quantitative group to measure trading costs, called Quant Lab. We are unique in offering integrated research, with no silos between equity and credit research. 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. Excellence in investment research and trading is the core of our sell-side research unit's business. This diversity of thinking and perspectives helps us see things differently. Institutional Investor recognized him as a Rising Star for US Insurance/Nonlife in 2015 and 2017. AllianceBernstein says strategy exacerbates market fragility and worsens sell-offs. The group supports the global portfolio-management teams by authorizing and executing portfolio decisions. Stefan joined Autonomous in July 2012 and covers Swiss and French banks. On 11/16/2022, Nike Inc traded for a price of $105.23 per share and a market cap of $164.64Bil. Whalen is joined by a large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket. The city of Bethlehem is not backing down on its bid to buy three churches and a parking lot in the city, officials said Tuesday. 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. No Reproduction Without Prior Authorizations. Industry sentiment is that there will be new hires to replace the departed tradersbut for different reasons. AllianceBernstein traces its origins back to the founding of Sanford C. Bernstein in 1967 as an investment-management firm for private clients. Apparently AllianceBernstein liked what it saw, because when Gertsen left to head trading at Viking Global Investors, it hired another sellside exec in Whalen. Prior to joining Autonomous David was a Senior Associate at Lexington Partners, a private equity secondaries firm. By clicking OK you are giving consent for us to set cookies. Davids experience is across the credit spectrum from deeply distressed/stressed up through High Yield and Investment Grade. David holds a BA in Economics from Yale with distinction and a MBA from Columbia Business School. AB is the Founding Member of the Corporate Affiliate Program at the newly launched Columbia Climate School and has partnered with Columbia Universitys Earth Institute to develop a Climate Science and Investing curriculum. . The Price and Consensus chart displays the company's stock price along with the consensus estimate. UPC: 8436563181948. Bernstein is widely recognized as Wall Street's premier sell-side research and brokerage firm, with a global equity trading platform that spans the U.S., Europe, and Asia. Equity Execution Services offered by Bernstein [click here] for more information. He is also a CFA Charterholder. She has served as manager on a variety of operations-related projects. The team also connects with clients via phone calls, meetings and conferences. She has created new processes for streamlining the client experience, managing customer data and tracking product performance. Prior to joining Autonomous in Jan 2016, Hayley worked at CPPIB in the Fundamental Equities team. David joined Autonomous in 2019 to lead Credit Research Sales. Prior to joining Autonomous Brian spent over a decade as banks analyst at Goldman Sachs and Nomura, with a broad range of coverage spanning over 30 stocks across Regional, Large-Cap & Trust Banks as well as Consumer Finance. Equity Swap. Multi-Asset Solutions team's clients include retirement plan sponsors, insurance companies, retail investors and high-net-worth individuals. Back Submit. Prior to joining Autonomous, Erik was the US life insurance analyst for Citigroup. Investment research is an important part of our proud past, and will be a key source of our continued growth in the future. Rachel has been with Autonomous since the companys beginnings in 2009, initially as office manager before moving to corporate access full time. He received his BA in Accounting/Finance from Canisius College and is a CFA charterholder. Fixed Income: 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. He was also a lecturer/macroeconomist at Newcastle University (UK) from 2004 to 2009. He earned a BS from Syracuse University. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks . AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. In such cases, the new heads of a sellside desk often bring in their own team of traders. Rosenberg was the interim head of trading at AllianceBernstein before Whalen was hired in 2009. Buy-side Q&A: Jim Switzer, AllianceBernstein. Contact Shareholder Services Representative at 1-800-221-5672. He holds a JD from Harvard Law School and a BS in Industrial & Labor Relations from Cornell University. We recently hit four million messages a day, in terms of data coming into the fixed income desk, all of which helps traders make faster decisions. Sanford C. Bernstein & Company was originally co-founded by Zalman Bernstein, Paul P. Bernstein, Shepard D. Osherow, Roger Hertog and Lewis A. 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 We have traders that have traded on all three of emerging markets, investment grade and municipals, while others have moved around between desks geographically. John began his career as a regulatory attorney with the Federal Reserve Bank of New York. One example is the concept of portfolio trading. Multi-Asset Solutions: Sales & Client Services works with financial advisors and institutions to offer diversified investment solutions that help clients build and preserve their wealth. 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 . Both Gertsen and Tierney have since moved back to their sellside rootsGertsen to Citi and Tierney to Bloomberg Tradebook. The team also provides support to AB employees. We are dedicated to building and sustaining a work environment where everyone's feedback is valued and contributions are rewarded. Most people think about best execution at the point of trade, but it as a more multidimensional process with many inputs. True to form, her performance at the Manhattan firm was a roller-coaster ride. 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. Bernstein. AllianceBernstein provides solution-based diversified . EAN: 8436563181948. Insurance. Autonomous Research aims to be the leading research provider on financial companies globally. . Alliancebernstein Review. AllianceBernstein's AbbieOptimizer is a tool that integrates credit research, pricing . Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein. Based on the current quarter's distribution, it yields a robust 9%. Price Target Upside/Downside. Prior to that, he spent two years in Merrill Lynch's Investment Banking analyst program. [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. Our sell-side business has three divisions: Research, Sales and Trading. 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 joint venture would combine Bernstein Research Services' premier global equity research and execution platform with Societe Generale's equity research and execution capabilities to form a leading global cash equities and equity research business. Before investing in any AllianceBernstein Fund, you should carefully consider the Fund's investment objectives, risks, charges and expenses. Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. It has approximately US$779 billion in assets under management as of 31 December 2021. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. Before joining Autonomous in 2009, Farquhar covered the Benelux, Swiss and Nordic insurers at Fox-Pitt, Kelton for two years. Ryan joined Autonomous in 2018 and has been covering the US Insurance sector since 2012. Wall Street is optimistic about AllianceBernstein Holding LP, which is slated to report its first quarter results on Thursday, April 30, 2015. Need Help? Nick joined Autonomous in Dec 2019, having started his career at UBS in 2003. We strive to be the best in every aspect of our chosen field. She received a Bachelor of Science from Clemson University and holds a certificate in Marketing Strategy from Cornell Johnson Graduate School of Management. He has a BS degree in Hospitality Management from Widener University. 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. She graduated with a first class degree from the University of Exeter in Economics, French and Spanish and received Deans commendation for academic excellence. Kelsey holds a BA in Business Administration from Hong Kong University of Science and Technology, where she graduated in the top 1% of her class. Leona joined Autonomous in 2012 and works on European banks strategy. 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. Research is not simply a priority for AllianceBernstein, it is part of what defines us and distinguishes our firm. Provides vital investment-management services through more than two dozen offices located around the world. Andrew holds a BA in modern history from Oxford University. He started his career as an Equity Analyst at Merrill Lynch, covering EMEA Banks, before moving to Nevsky Capital, where he spent over a decade, a period during which he ran a long only book in Latin America, as well as generating long/short ideas for the hedge fund. Rachel started her career in 1994 at a small stock brokers in New York, followed by three years at Tate & Lyle supporting the FD. 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. Product Strategy & Development designs, develops and manages the firms global lineup of investment services, and considers clients evolving needs to identify new opportunities. Its a problem for the sell-side too and its impacting the secondary market. We pursue responsibility at all levels of the firmfrom how we work and act to the solutions we deliver to clients. LIBOR 3M + Spread. But now we have an arb-able opportunity, with dealers using their balance sheet to support diversified risk transfers, which offer us an important way of sourcing beta. [15][16] In September 2021, AllianceBernstein gave a $100,000 gift to the Nashville-based Martha O'Bryan Center. We do not take positions to ensure full independence of our research offering and use our distribution networks globally. Comparing this to the industry average of 0.35, it can be said . He is a graduate of the University of Virginia and Georgetown University. Human Capital: Bernstein Private Wealth Management Investment Services & Sell Side Equity Research We're a global investment management and research firm. We are mainly buy side to buy side to ensure any unfilled orders are returned in the same shape in which they were given. He previously worked on the US Life Insurance team. AllianceBernstein (AB) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). She received a BA (Hons) in European Business from Portsmouth Business School and a Diplom-Betriebswirt (FH) degree from the Fachhochschule Mnster in Germany. Find the latest on everything happening at AB, from breaking news to regulatory filings. He started his career at Towers Watson, where he qualified as an actuary. PMG also serves as the contact point with the trading desks as well as with the operations and sales teams. Geoffrey Elliott leads our GEM Financials Strategy coverage in addition to covering names in LatAm from our New York office. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. 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. Before Autonomous, Kelsey led the expansion of Bernsteins Global Gaming team. They are a lot further along with the electronic process change, mostly because of regulatory drivers. The Sell-Side refers to firms that issue, sell, or trade securities, and includes investment banks, advisory firms, and corporations. At a council meeting Tuesday evening, Mayor J. William Reynolds . He received his Bachelor of Arts with a major in Economics from Middlebury College and is a CFA charterholder. 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. 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). Based on all this, we consider the possible strategies to engage liquidity, remembering of course that the best way to generate alpha is to be a liquidity provider. document.write(new Date().getFullYear()); AllianceBernstein L.P. Knight, a vice president, joined the firm in 2000 from Syracuse University, according to LinkedIn. tony massarotti family, , Nike Inc traded for a price of $ 105.23 per share a... Under Management as of 31 December 2021 Fundamental Equities team, where he two. 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