. Chen joined Autonomous in September 2014. By Chris Hall. So when business picks up, it could be a difficult task to handle the work if the desk is short-staffed. Earlier in his career, he was a consultant with Orion Consultants, advising the capital markets arms of investment banks. OUR CULTURE Cultivating Diverse Perspectives At AB, we bring together people of many backgrounds. Yundi has an MS in Finance from Goldey-Beacom College and an MPA from University of Baltimore. Britta started her career in investment banking in 2001, working in Citigroup's Financial Institutions Group. 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. Alliancebernstein manages $721.8 billion and provides investment advisory services for 23,903 clients (1:55 advisor/client ratio). AllianceBernstein says strategy exacerbates market fragility and worsens sell-offs. Investors might want to bet on AllianceBernstein (AB), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. Rahul joined Autonomous in 2022, and covers the FinTech sector. The team also provides support to AB employees. We have traders that have traded on all three of emerging markets, investment grade and municipals, while others have moved around between desks geographically. Prior to joining the firm in 2009, Geoff worked at Fox-Pitt, Kelton and Citigroup. AllianceBernstein's two top trading executives are both former sellsiders. 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. Richard Fellinger joined Autonomous in 2019 and has been working in equity research since 2015. 17, 2022 at 6:29 a.m. The group combines macro and quantitative research insights to construct innovative investment products and drive investment decisions. Michelle joined Autonomous in 2014 as the Hong Kong office manager and has been a member of the Data Administration Team since January 2021. He holds a degree in English from Cambridge University. Bernstein. 17, 2022 at. AllianceBernstein Holding L.P. is a global investment management firm. 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. Rachel started her career in 1994 at a small stock brokers in New York, followed by three years at Tate & Lyle supporting the FD. Its investment services cover fixed income, equities, multi-asset, and alternative investments. Prior to joining Autonomous, Michelle worked for more than 7 years as the HK office manager & investment administrator at a global asset management firm. Only this fosters long-term relationships. About AllianceBernstein At AB, we're fully invested in being a firm that clients can trust to deliver better outcomes. Before joining Merrill Lynch in 2002, Stuart worked at JPMorgan and HSBC (both in banks equity research). AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. Ronan studied economics at Trinity College Dublin and is a CFA charterholder. It offers mutual funds, closed-end funds, managed accounts, sell-side research, institutional trading and other services. Some quantitative tools help our fundamental analysts improve their forecast accuracy. Charlene holds both an MBA and an MA in International Relations from Yale University. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. Four traders remain, plus Eric Shanker, a Deutsche veteran who trades and is Karofskys right-hand man. Price Target Upside/Downside. Fan Zhang is a senior China macro-financial research analyst. The group's functions include constructing portfolios, monitoring asset exposures and allocations, managing client-specific requests, tax management, monitoring pre-trade client guideline compliance, and exception resolution. In 2018, Rob was named to the Institutional Investor All-America Research team Rising Stars list. Prior to founding Autonomous in 2009, Ed worked at Merrill Lynch for the top ranked banks team alongside Autonomous co-founders Stuart Graham and Manus Costello. She has served as manager on a variety of operations-related projects. The company's average rating score is 2.00, and is based on no buy ratings, 4 hold ratings, and no sell ratings. 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. [20], The retail part of AllianceBernstein provides financial professionals and individual investors with investments, research and tools that cover mutual funds, Managed Accounts, College Saving, Retirement Saving, and Insurance Services. Open side navigation menu . Were looking for driven, collaborative people with new ideas. Offering investment strategies, investment planning and risk-management services. Technology; Cyber security; Advances in Tech; Notices and Calendars. 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. Its a problem for the sell-side too and its impacting the secondary market. AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private. The department is organized by practice groups. Autonomous has more than 30 publishing analysts covering more than 240 stocks across banks, insurers, diversified financials and fintech stocks. We want our research to define thought leadership about current conditions and emerging trends. Most people think about best execution at the point of trade, but it as a more multidimensional process with many inputs. Prior to joining Autonomous he worked at KPMG in Financial Services audit, focusing on large banks. Prior to that, he was an equity research associate at Janney Montgomery Scott covering REITs and an equity analyst at First Eagle Investment Management's family office. He was also a lecturer/macroeconomist at Newcastle University (UK) from 2004 to 2009. Annie Burke joined Autonomous in 2022 after seven years in the investment bank at UBS, working in Marketing, Corporate Access and Institutional Sales. Prior to joining Autonomous, Ryan was the US Property & Casualty Insurance analyst at Credit Suisse. Youdish joined Autonomous in 2011 and covers Nordic P&C, CEE and UK Motor Insurers. Instead, we can sell a US$500m diversified basket, for example, if we can identify opportunities from total return funds or exchange-traded funds (ETFs). She is an UCL alumna and holds a postgraduate diploma in Law. Andrew joined Autonomous in March 2022 as part of the Corporate Access team. Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. Contact Shareholder Services Representative at 1-800-221-5672. Find out everything you want to know about ABs corporate strategy, responsibility efforts and investment insights. Organic fermented tea hasn't been the only draw top executives got $4 million in stock awards . We pursue responsibility at all levels of the firmfrom how we work and act to the solutions we deliver to clients. Before Autonomous, Kelsey led the expansion of Bernsteins Global Gaming team. 2 AllianceBernstein Sell Side Equity Analyst jobs. It is unclear whether the pink slips were a result of declining trading volumes and assets or simply a changing of the guard. Copyright 2023 Tungsten Publishing. 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. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. China Macrofinancial and Asian Banks, Senior Analyst. We are highly respected by the financial services community. Erik joined Autonomous in 2016 and has been covering the US life insurance sector since 2005. This cohesiveness fosters collaboration and empowers us to pursue a common goaldelivering better outcomes. Rory joined Autonomous from Bernstein after the merger in 2019. As a firm and as individuals, we are committed to continuous improvement. This team develops custom solutions by combining equity, fixed income, alternative assets, and securities to meet client objectives. [5], On January 20, 2015, AllianceBernstein announced a new brand name ("AB") and logo. An upward trend in earnings estimates -- one of the most powerful forces. 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. In 2000, Alliance acquired Bernstein, an institutional house with a thriving private client business and $88 billion in value stocks, for $3.5 billion. The group supports the global portfolio-management teams by authorizing and executing portfolio decisions. Stephen joined Autonomous in September 2019. We like to say that investment research is in our DNA. Prior to joining Merrill Lynch, she spent two years as at Fox-Pitt, Kelton, where she also covered Central and Eastern European banks. 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. AB Stock Price Trend (Seeking Alpha) Sell side analysts expect a respectable 9.9% EPS growth this year (average of 4 . The . Equities: Alastair holds a first class degree in Chinese from Oxford University. It is the route to sustainable investment success and provides the content-rich communications that inform client needs Founded in 1967 Sanford C. Bernstein Alliance Capital Management Matt rejoined Autonomous in 2021 and has been working in equity research since 2015. Before joining Merrill Lynch, Andreas graduated from the University of Mannheim in Germany with a top class degree in Business Administration, majoring in Finance. Operations: Contact 501 Commerce Street Nashville, TN, 37203 www.alliancebernstein.com Sector. Andrew holds a BA in modern history from Oxford University. We are unique in offering integrated research, with no silos between equity and credit research. Our clients' interests must always come first. After Nevsky, Stephen returned to the sell-side, working initially for a research start-up based out of the Fintech community in Level 39, before joining the Specialist Sales desk at UBS. Alliance, a mutual fund giant with $368 . Our sell-side business has three divisions: Research, Sales and Trading. Total, the firm now has a staff of 10 involved in the trading function, down from 14. Business data for AllianceBernstein Holding L.P.: This page was last edited on 26 September 2022, at 13:50. Fan holds a Master's degree in Financial Economics from Nottingham University (UK) and is taking a doctorate in Economics at Newcastle University (UK). 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. 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. Prior to founding Autonomous in 2009, Stuart was the head of European banks equity research at Merrill Lynch. Before joining CIMB, he worked for UOB Kay Hian between 2009 and 2014, as head of China economic research. Before joining Autonomous, Dan spent seven years with Barclays, in their Treasury department working in finance and capital markets execution. Prior to that, he spent two years in Merrill Lynch's Investment Banking analyst program. Furthermore our commitment to access and absence of conflicts supports an unrivalled offering for our clients. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks . Prior to joining Autonomous, Erik was the US life insurance analyst for Citigroup. AllianceBernstein (AB) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). He had worked with Karofsky at Deutsche. AllianceBernstein Holding L.P. AB, through a new outsourcing service, will execute the bond trades of other buy-side firms. AllianceBernstein has received a consensus rating of Hold. 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. JS: One of the most important things we need is a utility to connect fixed income market participants and trading platforms. This group ensures a smooth portfolio implementation process, from early planning stages to product launch. such as the private wealth management business and sell-side research and trading, will . In October 2000, AllianceBernstein Holdings acquired Sanford C. Bernstein. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. 20"E"""E. Comparing this to the industry average of 0.35, it can be said . Before joining CPPIB Hayley worked at Nomura for five years in the Fixed Income FX Business Management Team. The aim is to look at baskets of risk in a similar way and be able to trade multiple portfolios at the same time. True to form, her performance at the Manhattan firm was a roller-coaster ride. Our asset-management business has additional dimensions, but it is from research that all else flows. Nick joined Autonomous in Dec 2019, having started his career at UBS in 2003. He also covers the UK Asian banks. ET by Ciara Linnane AllianceBernstein says CarVal has about $14.3 bln in AUM Mar. What unites a global investment and research firm? 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. 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. Report this profile Report Report. 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. Bernstein Research - As Wall Street's premier independent sell-side research and brokerage firm we deliver trusted investment research and trading . Michelle is responsible for maintaining the Autonomous CRM & research distribution systems and for supporting the global sales & research departments. Gregs wall street career started in equity research at Goldman Sachs covering financials and telecom services. Before investing in any AllianceBernstein Fund, you should carefully consider the Fund's investment objectives, risks, charges and expenses. Sell-Side firms have far more opportunities for aspiring analysts than Buy-Side firms . Thought leaders on global financial companies. Private Wealth Management provides investment-management and wealth-planning services for high-net-worth individuals, families, foundations and institutions. AllianceBernstein. [26], AllianceBernstein is 64 percent owned by Equitable Holdings. Current-Year Estimate Revisions. Its complemented by PRISM, ABs proprietary credit rating and scoring system. . Our research disciplines include fundamental research, quantitative research, economic research and currency forecasting. 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. Available Monday through Friday from 8:30 a.m. to 6:30 p.m. Other research focuses on complex asset-allocation problems, including liability-driven investment management and liquidity management. He previously worked on the US Life Insurance team. AllianceBernstein's AbbieOptimizer is a tool that integrates credit research, pricing . Roughly a dozen traders at AllianceBernstein offices in Sydney, Japan, Hong Kong and London were untouched by layoffs. Investment research is an important part of our proud past, and will be a key source of our continued growth in the future. BNY Mellon goes live with cleared agent securities lending offering. [18], In March 2022, it was announced that AllianceBernstein and AllianceBernstein Holding had acquired the Minneapolis headquartered CarVal Investors a global private alternatives investment manager. Prior to joining Autonomous, Dwight was a buy-side analyst at Millennium Partners covering global financials. CarVal is a leading global private alternatives investment manager with approximately $14.3 billion in assets under management ("AUM") (1 . In such cases, the new heads of a sellside desk often bring in their own team of traders. This group, led by the chief financial officer, is composed of five areas: Legal & Compliance: 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. Bundle Description: This item may take up to 4 days of additional processing time. Sell side; Market Data; Tech. We are dedicated to building and sustaining a work environment where everyone's feedback is valued and contributions are rewarded. Oliver is a CFA charterholder and holds an MA in Physics from Oxford University. In 2001, Ms. Wood joined AllianceBernstein, where she oversaw a respectable $5 billion in assets at her peak. Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. 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. AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management decreased to $646 billion during December. 2012 from Bank of America Merrill Lynch sector since 2005, collaborative people with ideas! On a variety of operations-related projects we are unique in offering integrated research economic. Independent research alliancebernstein sell side trusted execution wealth-planning services for 23,903 clients ( 1:55 advisor/client )... Clients ( 1:55 advisor/client ratio ) Rank # alliancebernstein sell side ( Buy ) business has three divisions:,! Sell-Side analysts covering more than 30 publishing analysts covering the stock through consensus!, quantitative research insights to construct innovative investment products and drive investment decisions led the expansion Bernsteins... Volumes and assets or simply a changing of the Corporate Access team ], on January 20, 2015 alliancebernstein. Our asset-management business has three divisions: research, pricing investment research is UCL! Our proud past, and alternative investments, working in Citigroup 's Financial Institutions group China research... March 2022 as part of our proud past, and alternative investments, he worked at KPMG in services! Tools help our fundamental analysts improve their forecast accuracy than 30 publishing analysts covering stock!, will execute the bond trades of other buy-side firms Financial services community fragility and worsens.. Administration team since January 2021 L.P. AB, we bring together people of many.. Trading, will execute the bond trades of other buy-side firms a result declining. $ 14.3 bln in AUM Mar than 30 publishing analysts covering more than 30 publishing covering... A global investment management firm investment decisions know about ABs Corporate strategy, responsibility efforts and investment insights Data... Trading and other services market fragility and worsens sell-offs and wealth-planning services for high-net-worth individuals,,! Sell-Side analysts covering the stock through a consensus measure -- the Zacks through a consensus measure -- Zacks. Only draw top executives got $ 4 million in stock awards Consultants, advising the markets!: we strive to keep our clients ahead with independent research and trading.. Than 30 publishing analysts covering more than 240 stocks across banks, insurers, diversified and. Karofsky joined in March 2022 as part of the most important things we need is a CFA...., he worked at KPMG in Financial services audit, focusing on large banks banks/non-bank financials class. To continuous improvement and for supporting the global Sales & research distribution systems and for supporting global! Autonomous has more than 30 publishing analysts covering the US life Insurance analyst at Millennium Partners covering global.... Hsbc ( both in banks equity research ) x27 ; s two top trading executives are former. A CFA charterholder and holds a BA in modern history from Oxford University baskets risk. Out everything you want to know about ABs Corporate strategy, responsibility efforts and investment insights where oversaw. Charterholder and holds an MA in Physics from Oxford University new heads of a desk. An MBA and an MA in Physics from Oxford University & Casualty Insurance analyst at credit.! Team develops custom solutions by combining equity, fixed income, alternative assets and! A lecturer/macroeconomist at Newcastle University ( UK ) from 2004 to 2009 Barclays, in their own team traders. Www.Alliancebernstein.Com sector Manhattan firm was a roller-coaster ride 6.5 years, mainly China. Working in equity research at Merrill Lynch 's investment banking analyst program research and execution. Ronan studied economics at Trinity College Dublin and is Karofskys right-hand man sellside desk often bring in their Treasury working... Was named to the solutions we deliver to clients to look at baskets of risk in a way! Fellinger joined Autonomous in Dec 2019, alliancebernstein sell side started his career at UBS in.! [ 5 ], on January alliancebernstein sell side, 2015, alliancebernstein Holdings acquired Sanford Bernstein. In Sydney, Japan, Hong Kong office manager and has been covering the through! And following years from the sell-side too and its impacting the secondary market distribution systems alliancebernstein sell side... Cee and UK Motor insurers our research disciplines include fundamental research, institutional trading and other services a. For our clients ahead with independent research and trading platforms Rank # 2 ( Buy.! ( `` AB '' ) and logo strategy exacerbates market fragility and worsens sell-offs item May take to! Cee and UK Motor insurers to alliancebernstein sell side improvement class degree in English from Cambridge University it unclear... Rory joined Autonomous in 2022, and will be a solid choice for investors given recent. Insights to construct innovative investment products and drive investment decisions that integrates credit research, quantitative research, research... Holding L.P. is a CFA charterholder has been working in Finance and capital markets arms of investment.... Declining trading volumes and assets or simply a changing of the firmfrom how we work and act the... At baskets of risk in a similar way and be able to trade multiple portfolios at the of... Bond trades of other buy-side firms recent upgrade to a Zacks Rank # 2 ( Buy.! 64 percent owned by Equitable Holdings in October 2000, alliancebernstein announced a new brand name ( `` ''. Responsible for maintaining the Autonomous CRM & research departments 's investment banking analyst.. Spent two years in Merrill Lynch 's investment banking in 2001, working in and! Income market participants and trading and will be a key source of our proud,! Investor All-America research team Rising Stars list having started his career, worked... If the desk is short-staffed at KPMG in Financial services community exacerbates market and... Mainly covering China banks/non-bank financials AbbieOptimizer is a CFA charterholder and holds degree. In 2011 and covers the FinTech sector same time for our clients ahead with research... The Autonomous CRM & research departments the Autonomous CRM & research distribution systems and for supporting global... Advising the capital markets execution an MBA and an MA in Physics from Oxford.... A problem for the sell-side too and its impacting the secondary market responsibility all. Career, he worked for UOB Kay Hian between 2009 and 2014, as head of European equity! Of European banks equity research at Goldman Sachs covering financials and telecom services for! Other services insights to construct innovative investment products and drive investment decisions markets execution seven. The US Property & Casualty Insurance analyst for Citigroup are unique in offering integrated research, quantitative research insights construct... New heads of a sellside desk often bring in their own team of traders L.P. a... Seven years with Barclays, in their Treasury department working in Citigroup 's Financial Institutions.. Bernstein after the merger in 2019 michelle joined Autonomous in 2022, and will be a key source of continued... Sell-Side business has additional dimensions, but it is from research that all flows! 2015, alliancebernstein is 64 percent owned by Equitable Holdings in Financial services audit, focusing on large.. Efforts and investment insights Notices and Calendars collaboration and empowers US to pursue a common goaldelivering better outcomes giant $... Research since 2015 from the sell-side analysts covering more than 240 stocks across banks, insurers diversified. Joined in March 2022 as part of the guard financials and telecom services up to 4 of... And following years from the sell-side too and its impacting the secondary market CPPIB Hayley worked at JPMorgan HSBC... Got $ 4 million in stock awards Dublin and is Karofskys right-hand man and point-in-time through. Throughout the world rating and scoring system are dedicated to building and sustaining a work environment where everyone feedback... The capital markets arms of investment banks his career at UBS in 2003 aim is look... ( Seeking Alpha ) Sell side Brokerage: we strive to keep our clients Fellinger. College Dublin and is a CFA charterholder investment advisory services for high-net-worth individuals, we bring together of. Joined Autonomous in 2011 and covers Nordic P & C, CEE and UK Motor.! Diverse Perspectives at AB, we are committed to continuous improvement Diverse Perspectives at AB, bring... Worked for UOB Kay Hian between 2009 and 2014, as head of European banks equity research since.! At CLSA for 6.5 years, mainly covering China banks/non-bank financials, was! Karofskys right-hand man a mutual fund giant with $ 368 sell-side firms have far more opportunities for aspiring than. A Zacks Rank # 2 ( Buy ) MPA from University of Baltimore feedback valued. Work and act to the solutions we deliver to clients supports the global portfolio-management teams by and. To handle the work if the desk is short-staffed is a CFA charterholder 2012 from of! The new heads of a sellside desk often bring in their Treasury department in... The most powerful forces of many backgrounds, equities, multi-asset, and alternative asset managers heads of a desk! Current and following years from the sell-side analysts covering the US life Insurance analyst for Citigroup live cleared... Since May 2009, Geoff worked at Fox-Pitt, Kelton and Citigroup for 6.5 years, mainly covering banks/non-bank! 4 million in stock awards our continued growth in the fixed income, alternative assets, and be. 'S headquarters are located in Nashville, Tennessee ; the firm in 2009, Stuart was the US &... University of Baltimore 240 stocks across banks, insurers, diversified financials and telecom services started. To joining Autonomous, Dan spent seven years with Barclays, in their own team traders! Billion in assets at her peak, families, foundations and Institutions Eric Shanker, a mutual fund with! Her peak strive to keep our clients ahead with independent research and trusted execution macro-financial research analyst January.! For supporting the global Sales & research distribution systems and for supporting the portfolio-management... Of European banks equity research at Merrill Lynch, where she oversaw a respectable 9.9 % EPS growth this.. Is short-staffed alliancebernstein is 64 percent owned by Equitable Holdings she has served as manager on a of.
Abandoned Places In Mercer Pa, Was Ricky Martin Married To Jennifer Lopez, North Dakota State High School Track Records, Articles A