Bernstein Investment Research and Management

Industry: Company

Description

Founded: 1967 Parent organization: AllianceBernstein Holding

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Bernstein Investment Research and Management Employees

Employee
Years
Job
Industry
Edward Daly Edward Daly Greater Atlanta Area Details
Edward Daly's Bernstein Investment Research and Management Experience January 2005 - Present
Job Principal /Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Investment Research and Management   January 2005 - Present

Skills
Series 7, Wealth Management, Investments, Investment Strategies, Mutual Funds, Asset Managment, Equities, Portfolio Management, Series 63, Strategic Financial..., Fixed Income, Asset Allocation

Education
Catawba College
Bachelor of Arts (B.A.)

Andy Bruch Andy Bruch Greater Chicago Area Details
Andy Bruch's Bernstein Investment Research and Management Experience January 2005 - December 2008
Job Enterprise Account Manager at Zendesk
Industry Internet
Experience
Zendesk  May 2014 - Present
ForeSee  January 2013 - December 2013
Oracle  October 2011 - January 2013
Keynote Systems  July 2010 - October 2011
Barclays  February 2009 - July 2010
Bernstein Investment Research and Management   January 2005 - December 2008
Vividence Corp (acquired by Keynote Systems)   April 2001 - December 2004
AT&T  1996 - 2000

Skills
Customer Experience, Salesforce.com, Sales Operations, User Experience, Lead Generation, SaaS, Cloud Computing, Analytics, Business Development, Management, Selling, Direct Sales, Leadership, Entrepreneurship, Sales, Enterprise Software, Strategic Partnerships

Education
Drake University   1988 — 1990
B.A., History, Philosophy

Davenport Central HS   1982 — 1986

Rocco Babore Rocco Babore Greater New York City Area Details
Rocco Babore's Bernstein Investment Research and Management Experience 2001 - 2003
Job VP Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Corporation  November 2013 - Present
UBS Investment Bank  February 2011 - November 2013
SAC Capital  May 2007 - February 2011
UBS Investment Bank  September 2003 - May 2007
Bernstein Investment Research and Management   2001 - 2003

Skills
Derivatives, Equities, Hedge Funds, TriOptima, Markitwire, Agile Project Management, Business Process..., MarkIt Partners, IT Operations Management, Equity Derivatives, Bloomberg, Investment Banking, Trading, Capital Markets, Middle Office, Fixed Income

Education
SUNY New Paltz   1996 — 1998
Business Administration and Management, General

Ulster Community College   1994 — 1996
Business Administration and Management, General

Kerrie Riker-Keller Kerrie Riker-Keller Greater Denver Area Details
Kerrie Riker-Keller's Bernstein Investment Research and Management Experience January 1999 - January 2001
Job Senior Vice President, Chief Compliance Officer at Intuitive Captive Solutions
Industry Financial Services
Experience
Intuitive Captive Solutions   August 2014 - Present
CenturyLink Investment Management Company   September 2010 - August 2014
Riker Property Trust   November 2008 - August 2010
TCW - Trust Company of the West   September 2007 - November 2008
Acacia Wealth Advisors, LLC   April 2005 - August 2007
Osher Van de Voorde Investment Management   April 2004 - April 2005
Ernst & Young, LLP   July 2001 - March 2004
Bernstein Investment Research and Management   January 1999 - January 2001

Skills
Asset Management, Investments, Securities, Portfolio Management, Asset Managment, Financial Services, Equities

Education
California State Polytechnic University-Pomona   2001 — 2003
MBA, Business Administration and Management, General, 3.9 GPA

University of California, Santa Barbara   1997 — 1998
BA, Economics, 3.6 GPA

California Polytechnic State University-San Luis Obispo   1994 — 1997
Business Administration

Arcadia High

Arcadia High

Paul Lueb Paul Lueb Austin, Texas Area Details
Paul Lueb's Bernstein Investment Research and Management Experience August 1999 - February 2005
Job Partner, Senior Advisor at Durbin Bennett Private Wealth Management, LLC
Industry Financial Services
Experience
Durbin Bennett - Private Wealth Management, LLC  April 2006 - Present
Bernstein Investment Research and Management   August 1999 - February 2005

Skills
Investments, Due Diligence, Private Equity, Venture Capital, Mergers & Acquisitions

Education
The University of Texas at Austin - Red McCombs School of Business   1994 — 1999

Vincent Benjamin Vincent Benjamin New York, New York Details
Vincent Benjamin's Bernstein Investment Research and Management Experience November 2010 - January 2015
Job Enterprise Relationship Manager helping companies drive sales pipeline growth at scale with LinkedIn Sales Navigator
Industry Investment Management
Experience
LinkedIn  January 2015 - Present
Bernstein Investment Research and Management   November 2010 - January 2015
Barclays Capital  June 2009 - November 2010
Lehman Brothers  June 2008 - August 2008
Wachovia Securities  June 2004 - May 2007
The Emerging Professionals Group   March 2005 - 2005
EVB Enterprises   1998 - 2003

Skills
Social Media, SaaS, Enterprise Software, Salesforce.com, Big Data, Capital Markets, Entrepreneurship, Strategy, Equities, Business Development, Hedge Funds, Strategic Planning, Valuation, Leadership, Business Strategy, Financial Markets, Thought Leadership, Data Analysis, Negotiation, Relationship Management, Growth Strategies, Competitive Analysis, Analytics, Equity Valuation, Mergers & Acquisitions, Investment Advisory, CRM, Account Management, Competitive..., Consultative Selling, Sales Intelligence, Sales Process, Sales Operations, Management

Education
Harvard Business School   2007 — 2009
Master of Business Administration (MBA)

Davidson College   2000 — 2004
Bachelor's Degree, English

St. Andrew's Sewanee School   1996 — 2000
High School

Amy Crnecki Amy Crnecki Minneapolis, Minnesota Details
Amy Crnecki's Bernstein Investment Research and Management Experience January 2010 - February 2015
Job Training Coordinator at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Investment Research and Management   January 2010 - February 2015

Skills
Financial Analysis, Microsoft Word, Strategic Planning, Retirement Planning, Microsoft Excel, Investment Advisory, Microsoft Office, Customer Service, Talent Developer, Employee Training, Training Delivery

Education
University of Northern Iowa   2002 — 2006
Bachelor of Arts (B.A.), Early Childhood & Elementary Education

Uto Shinohara, CFA Uto Shinohara, CFA Greater Chicago Area Details
Uto Shinohara, CFA's Bernstein Investment Research and Management Experience September 1994 - March 1997
Job Senior Vice President, Currency Specialist at Mesirow Financial | Investments and Quantitative Analytics
Industry Financial Services
Experience
Mesirow Financial  September 2013 - Present
A.G. Bisset Associates, LLC   March 2009 - September 2013
AllianceBernstein  June 2003 - September 2008
AllianceBernstein  March 1997 - June 2003
Bernstein Investment Research and Management   September 1994 - March 1997

Skills
FX Research, Currency Risk Management, Active Currency Hedging, Currency Alpha, Trend Analysis, Trend Research, Quantitative Research, Quantitative Analysis, Financial Modeling, Statistical Modeling, Factor Analysis, SQL, SQL database design, SAS/SQL, SAS, Excel, VBA, Technical Presentations, Tail Risk Strategies, Asset Allocation, Asset Management, Systematic Investing, Rules-Based Investing, Trend Following Systems, Risk Management, Alternative Investments, Hedge Funds, Equity Research, Quantitative Analytics, Manage Client..., Client Relations Skills

Education
Cornell University   1990 — 1994
Bachelor of Science, Operations Research & Industrial Engineering

Josephti Cruz Gonda Josephti Cruz Gonda New York, New York Details
Josephti Cruz Gonda's Bernstein Investment Research and Management Experience 2002 - April 2003
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2012 - Present
Chase Private Client   June 2010 - September 2012
Morgan Stanley Smith Barney  September 2008 - April 2010
AllianceBernstein  January 2008 - July 2008
AllianceBernstein  April 2007 - December 2007
AllianceBernstein  November 2005 - April 2007
AllianceBernstein  2004 - October 2005
AllianceBernstein  May 2003 - 2004
Bernstein Investment Research and Management   2002 - April 2003
Bernstein Investment Research and Management   August 1999 - 2002

Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Retirement Planning, Hedge Funds, Strategic Financial..., Business Analysis, Financial Services, CRM

Education
University of California, Los Angeles   1994 — 1998
BA, Psychology, Business Administration

Rhonda Singer Rhonda Singer New York, New York Details
Rhonda Singer's Bernstein Investment Research and Management Experience March 1998 - Present
Job Managing Director at Sanford C. Bernstein
Industry Investment Management
Experience
Bernstein Investment Research and Management   March 1998 - Present
Sanford C. Bernstein  March 1998 - Present
Goldman Sachs  1991 - 1998

Skills
Investment Management, Investment Banking, Equities, Hedge Funds, Asset Managment, Equity Research, Private Equity, Investments, Valuation, Portfolio Management, Capital Markets, Bloomberg, Financial Modeling, Mutual Funds, Series 63, Series 24, Hold Series 7, Sales, Recruiting, Salesforce Training, Equity Trading

Education
Wharton Business School   2005 — 2007
Master of Business Administration (MBA), Finance, General

University of Pennsylvania   1987 — 1991
Bachelor of Arts (B.A.), East Asian Studies, Magna Cum Laude

Djinni Field Djinni Field Washington D.C. Metro Area Details
Djinni Field's Bernstein Investment Research and Management Experience April 2000 - September 2001
Job Project Manager at Corporation for Public Broadcasting
Industry Nonprofit Organization Management
Experience
Corporation for Public Broadcasting  March 2007 - Present
PCG Loan Fund   January 2005 - March 2006
Bernstein Investment Research and Management   April 2000 - September 2001

Education
American University

Hillary Shine Hillary Shine Boston, Massachusetts Details
Hillary Shine's Bernstein Investment Research and Management Experience June 1998 - January 2000
Job Principal at Shine Associates, LLC
Industry Real Estate
Experience
Shine Associates, LLC   October 2012 - Present
Keller Augusta Partners  May 2010 - October 2012
Commonfund Realty, Inc.   January 2000 - March 2010
Commonfund  2000 - March 2010
Bernstein Investment Research and Management   June 1998 - January 2000

Skills
Due Diligence, Real Estate, Finance, Real Estate Economics, Disposition, Asset Managment, Investments, New Business Development, Investment Properties, Mutual Funds, Series 7, Leadership, Real Estate Development, Commercial Real Estate, Real Estate Private..., Leases, Asset Management

Education
University of Hartford   1996 — 1998
BS, Economics

Brigham Young University   1994 — 1996
Economics

Ed Savickas Ed Savickas Greater New York City Area Details
Ed Savickas's Bernstein Investment Research and Management Experience 1990 - 1997
Job Equity Salestrader
Industry Financial Services
Experience
Nordic Investment Bank   July 2003 - Present
Team Beachbody  October 2009 - Present
Schroders  2002 - 2003
Nomura Securities  2000 - 2001
Donaldson, Lufkin & Jenrette   1998 - 2000
Sanford C. Bernstein  1990 - 1997
Bernstein Investment Research and Management   1990 - 1997

Skills
Fitness, Equities, Personal Development, Nutrition, Coaching, Health, Financial Modeling, Equity Trading, Entrepreneurship, Hedge Funds, Trading, Capital Markets, Bloomberg, Financial Markets, Alternative Investments, Investment Banking, Asset Management, Derivatives

Education
City University of New York   1983 — 1987
Bachelor's degree, Accounting and Finance

Patrick Forrett Patrick Forrett Toronto, Canada Area Details
Patrick Forrett's Bernstein Investment Research and Management Experience December 1999 - July 2005
Job Associate VicePresident, Product
Industry Investment Management
Experience
Sentry Investments  May 2012 - Present
BV Ventures   August 2011 - December 2011
DundeeWealth Inc  May 2007 - August 2009
Bernstein Investment Research and Management   December 1999 - July 2005
Global Strategy Financial  September 1996 - August 1999
University of Toronto  April 1998 - April 1998
Lévesque Beaubien Geoffrion   October 1994 - September 1996
Montreal Exchange  March 1995 - March 1996
BARRA  July 1992 - September 1994

Skills
Strategic Planning, Risk Management, French, Performance Attribution, Portfolio Analysis, Product Management, Marketing Communications, Public Speaking, Product Marketing, LOB Marketing, Quantitative Risk..., Marketing, Portfolio Management

Education
George Brown College   2009 — 2011
College Diploma, Culinary Management

McGill University   1991 — 1994
MBA, Investment management, finance

Massachusetts Institute of Technology   1984 — 1989
Sc.B., Architecture and Design

John Phillips, Jr. John Phillips, Jr. Greater New York City Area Details
John Phillips, Jr.'s Bernstein Investment Research and Management Experience 1997 - 2012
Job Investor
Industry Investment Management
Experience
AllianceBernstein  2011 - 2012
Bernstein Investment Research and Management   1997 - 2012
AllianceBernstein  1994 - 2012

Skills
Asset Allocation, Equities, Alternative Investments, Hedge Funds, Portfolio Management, Fixed Income, Investment Management, Investments, Asset Managment, Investment Strategies, Asset Management, Series 7, Equity Research, Equity Valuation, Wealth Management, Bloomberg, Capital Markets, Institutional..., Private Equity, Series 63, Securities, Valuation, Mutual Funds, Investment Advisory, Emerging Markets, ETFs

Education
Harvard Business School
MBA

Hamilton College   1965 — 1969
Bachelor's degree, English

Donald Lavi Donald Lavi Los Angeles, California Details
Donald Lavi's Bernstein Investment Research and Management Experience 1993 - 2005
Job Vice President, Goldman Sachs Private Wealth Management
Industry Financial Services
Experience
Goldman Sachs Private Wealth Management  October 2005 - Present
Bernstein Investment Research and Management   1993 - 2005
Lanning, Adams & Lavi   1986 - 1993

Skills
Estate Planning, Finance, Tax, Equities, Private Equity, Alternative Investments, Hedge Funds, Capital Markets, Financial Modeling, Series 7

Education
Boston College Law School   1983 — 1986
J.D.

U.C.L.A.   1979 — 1983
B.A., Philosophy

Erika Wennerstrom Erika Wennerstrom Greater Boston Area Details
Erika Wennerstrom's Bernstein Investment Research and Management Experience June 2000 - June 2002
Job Director, Strategic Finance at Constant Contact
Industry Internet
Experience
Constant Contact  January 2014 - Present
Constant Contact  October 2012 - January 2014
The Hanover Insurance Group  July 2006 - October 2012
CMARKET, INC   October 2004 - July 2006
Bernstein Investment Research and Management   June 2000 - June 2002
Bernstein Investment Research and Management   June 1999 - January 2000

Skills
Forecasting, Process Improvement, Financial Modeling, Financial Analysis, Strategic Planning, Salesforce.com, Change Management, Team Leadership, Financial Reporting, Performance Reporting, Incentive Programs, Strategic Analytics, Presentation Development, Quota Setting, Territory Optimization, Budgets, Trend Analysis, Operational Strategy, Operational Analysis, Creative Problem Solving, Analysis, CRM, Insurance, Strategy, Leadership, Access, Data Analysis, Management, Cross-functional Team...

Education
The University of Chicago Booth School of Business   2002 — 2004
Master of Business Administration, Finance, Economics and Entrepreneurship

Wellesley College   1993 — 1997
Bachelor of Arts, English Literature

Ted Sweeney Ted Sweeney Encinitas, California Details
Ted Sweeney's Bernstein Investment Research and Management Experience February 2003 - January 2006
Job Founder & CEO at Moonlight Trading
Industry Investment Management
Experience
Moonlight Trading   November 2014 - Present
Robert W. Baird & Co.   September 2008 - October 2014
Merrill Lynch  May 2006 - September 2008
Bernstein Investment Research and Management   February 2003 - January 2006
Merrill Lynch  January 2002 - May 2002
Salomon Smith Barney  2001 - 2002

Education
Villanova University   2000 — 2002
BS, Economics

College of the Holy Cross   1998 — 1999
Economics

Rick Lear Rick Lear Dallas/Fort Worth Area Details
Rick Lear's Bernstein Investment Research and Management Experience September 1997 - December 2003
Job Founder and Managing Partner at Lear Investment Management
Industry Financial Services
Experience
Lear Investment Management   January 2015 - Present
Sloan Wealth Management   August 2009 - January 2015
Neuberger Berman  January 2004 - August 2009
Bernstein Investment Research and Management   September 1997 - December 2003

Skills
Investments, Portfolio Management, Financial Modeling, Asset Management, Due Diligence, Alternative Investments, Equities, Financial Analysis, Private Equity, Hedge Funds

Education
Wharton School, University of Pennsylvania   2009 — 2012
SII - Executive Education

Southern Methodist University   1992 — 1996
Bachelors Degree, Economics/Political Science

Harvard Business School Executive Education
Driving Growth Through Innovation-India (Southeast Asia Campus)

Jessica Patnode Lappe Jessica Patnode Lappe Greater Minneapolis-St. Paul Area Details
Jessica Patnode Lappe's Bernstein Investment Research and Management Experience September 2003 - January 2005
Job Global Talent Acquisition Manager at Tennant Company
Industry Human Resources
Experience
Tennant Company  May 2015 - Present
Pentair  May 2012 - May 2015
Pella Windows & Doors  December 2009 - May 2012
Select Comfort  March 2008 - December 2009
Preferred Credit  March 2005 - March 2008
Bernstein Investment Research and Management   September 2003 - January 2005

Skills
Talent Acquisition, Applicant Tracking..., Cold Calling, Recruiting, College Recruiting, Technical Recruiting, Management, Training, Talent Management, Interviews, New Business Development, Employee Benefits, Customer Retention, Business Development, Leadership, Coaching, Internet Recruiting, Budgets, HRIS, Hiring, Building Relationships, Account Management, Sales, Strategy, Performance Management, Temporary Placement, Human Resources, Process Improvement, Retail, Sales Management, Sourcing, Contract Negotiation, Onboarding, Personnel Management, Networking, Time Management, Team Building, Employee Relations, Succession Planning, Employee Engagement, Workforce Planning, Deferred Compensation, Employer Branding, Employee Training

Education
St. Cloud State University   1999 — 2003
B.S Degree Marketing

Rockford High School

Jeffrey Gomez Jeffrey Gomez Miami/Fort Lauderdale Area Details
Jeffrey Gomez's Bernstein Investment Research and Management Experience 2001 - 2002
Job Managing Director at Kresher Capital
Industry Real Estate
Experience
Kresher Capital   June 2011 - Present
Owl 23, LLC   May 2010 - June 2011
Pointe Group Advisors  February 2007 - April 2010
ABN AMRO Bank N.V.   2002 - 2004
Bernstein Investment Research and Management   2001 - 2002
American Express Financial Advisors  1999 - 2001

Skills
Loans, Mortgage Lending, Underwriting, Acquisitions, Insurance, Commercial Lending, Asset Managment, Investments, Real Estate, Portfolio Management, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Capital Markets

Education
Cornell University   1995 — 1999
BS, Industrial Labor Relations

Andrey Belov, Ph.D. Andrey Belov, Ph.D. Greater New York City Area Details
Andrey Belov, Ph.D.'s Bernstein Investment Research and Management Experience May 2002 - October 2008
Job Portfolio Manager International & Global Equities, Vice President at Cramer Rosenthal McGlynn
Industry Financial Services
Experience
Cramer Rosenthal McGlynn  October 2013 - Present
Cramer Rosenthal McGlynn  March 2009 - Present
Bernstein Investment Research and Management   May 2002 - October 2008
McKinsey & Company  February 1997 - May 2002

Skills
Equity Research, Equities, Hedge Funds, Asset Managment, Investments, Valuation, Financial Modeling, Bloomberg, Portfolio Management, Capital Markets, Due Diligence, Investment Management, Risk Management, Investment Strategies, Mutual Funds, Asset Management

Education
Princeton University   1992 — 1997
Doctor of Philosophy (Ph.D.), Mechanical & Aerospace Engineering, 3.9

Moscow Institute of Physics and Technology (State University) (MIPT)   1985 — 1991
Master of Science (M.S.), Physics and Applied Mathematics

Tara Buckley Stadolnik Tara Buckley Stadolnik San Francisco Bay Area Details
Tara Buckley Stadolnik's Bernstein Investment Research and Management Experience August 2004 - July 2006
Job Full Time Mom of Three
Industry Banking
Experience
Self-Employed  July 2006 - Present
Bernstein Investment Research and Management   August 2004 - July 2006
Fleet Bank  2002 - 2004
About.com  2000 - 2001
Chase Manhattan Corporation  1999 - 2000

Skills
Accounting, Banking, Microsoft Excel, Microsoft Office, Portfolio Management, Relationship Management, Securities, Wealth Management, Financial Analysis, Finance, Business Strategy

Education
Georgetown University   1995 — 1999

New Canaan High School   1991 — 1995
HS

Daniel Grasman, CFA Daniel Grasman, CFA Greater New York City Area Details
Daniel Grasman, CFA's Bernstein Investment Research and Management Experience September 2004 - January 2009
Job Analyst in Energy, Industrials and Materials and International Equities
Industry Investment Management
Experience
OppenheimerFunds  March 2011 - Present
Independent  April 2009 - February 2011
Bernstein Investment Research and Management   September 2004 - January 2009
SAP  2001 - 2004
Xelector   1999 - 2001
McKinsey & Company  1996 - 1998
Strategic Decisions Group  1992 - 1996
Booz Allen Hamilton  1988 - 1990
Akzo Nobel Chemicals  September 1987 - August 1988

Skills
Industry Analysis, Equity Research, Business Development, Business Strategy, Natural Resources, Oil/Gas, Mining, SAP Netweaver, Internet Software, Alternative Investments, Asset Allocation, Capital Markets, Commodity, Competitive Analysis, Corporate Development, Corporate Finance, Due Diligence, Emerging Markets, Equities, Financial Modeling, Finance, Financial Services, Hedge Funds, Investments, Leadership, Portfolio Management, Strategy, Asset Management, Bloomberg, Economics, Energy, Entrepreneurship, Equity Valuation, Investment Management, Investment Strategies, Management, Management Consulting, Marketing, Mutual Funds, Risk Management, SAP, Securities, Start-ups, Valuation

Education
CFA Institute   2005 — 2007
CFA Charterholder

Harvard Business School   1990 — 1992
MBA, Finance

Stanford University   1985 — 1987
MS, Petroleum Engineering

Willem Lodewijk Gymnasium   1976 — 1982
VWO, Science

The University of Kansas
BS, Petroleum Engineering

Chris Solodyna Chris Solodyna Boca Raton, Florida Details
Chris Solodyna's Bernstein Investment Research and Management Experience March 2000 - April 2002
Job VP, Manager, Business Development and Hybrid Wholesaling Incapital
Industry Financial Services
Experience
Incapital  March 2013 - August 2015
Sammons Retirement Solutions  November 2011 - November 2012
Stadion Money Management  May 2011 - November 2011
McKendrySnow Financial Distributors   December 2010 - November 2011
John Hancock, USA  January 2009 - November 2010
John Hancock, USA  December 2005 - January 2009
John Hancock USA  August 2004 - December 2005
Pimco Advisors, LLC   April 2002 - August 2004
Bernstein Investment Research and Management   March 2000 - April 2002

Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Separately Managed..., 529 Plans, Sales Presentations, Salesforce Training, Public Speaking, Business Development, Series 7, Management, Series 63, Portfolio Management, Asset Allocation, 401k, Series 6, Sales, Retirement Planning, Retirement, Investments, Equities, Strategic Financial..., Financial Services, Series 65

Education
Sacred Heart University   1995 — 1999
MS

Canton high   1991 — 1995

Kurt Nelson Kurt Nelson Portland, Oregon Area Details
Kurt Nelson's Bernstein Investment Research and Management Experience 2003 - 2005
Job Vice President of Capital Markets
Industry Real Estate
Experience
Harsch Investment Properties  2015 - Present
ScanlanKemperBard Companies  October 2009 - 2015
GE Capital - Real Estate  April 2006 - September 2008
University of California, Irvine Paul Merage School of Business   2005 - 2007
Bernstein Investment Research and Management   2003 - 2005
Fisher Investments  2001 - 2003

Skills
Asset Management, Financial Modeling, Due Diligence, Investments, Financial Analysis, Origination, Financial Sales, Risk Management

Education
University of California, Irvine   2005 — 2007
MBA, Finance

University of California, Irvine - The Paul Merage School of Business   2005 — 2007
MBA, Finance

Pepperdine University   1996 — 2000
BA, History

Cord Adams Cord Adams Dallas, Texas Details
Cord Adams's Bernstein Investment Research and Management Experience 1998 - 2004
Job Managing Director, Shamrock Asset Management
Industry Financial Services
Experience
Shamrock Asset Management, LLC   November 2010 - Present
Tolleson Wealth Management  October 2009 - August 2010
Quintessence Group, Ltd.   March 2004 - October 2009
Bernstein Investment Research & Mgt   October 1998 - February 2004
Bernstein Investment Research and Management   1998 - 2004
Merrill Lynch  April 1997 - April 1998

Skills
Investments, Asset Management, Wealth Management, High Net Worth..., Portfolio Management

Education
Southern Methodist University   1991 — 1995
Finance, Finance / Advertising

Southern Methodist University - Cox School of Business   1991 — 1995
Bachelor of Business Administration, Finance

Elizabeth P. Anderson Elizabeth P. Anderson Greater New York City Area Details
Elizabeth P. Anderson's Bernstein Investment Research and Management Experience January 1999 - November 2002
Job Owner, Beekman Wealth Advisory, LLC
Industry Financial Services
Experience
Beekman Wealth Advisory, LLC   2003 - Present
Bernstein Investment Research and Management   January 1999 - November 2002
Kisco Management   1995 - 1999
Princeton University Investment Company  1992 - 1995

Skills
Portfolio management, Asset allocation, Money manager due..., Wealth education, Investments, Finance, Public Speaking, Asset Management, Alternative Investments, Hedge Funds, Equities, Private Equity, High Net Worth..., Investment Management, Wealth Management, Fixed Income, Due Diligence, Strategy, Portfolio Management, Financial Advisory, Asset Allocation, Wealth

Education
Harvard Business School   1985 — 1987
Master of Business Administration (MBA)

Georgetown University   1976 — 1980
B.S., Foreign Service

David Kohn David Kohn Greater New York City Area Details
David Kohn's Bernstein Investment Research and Management Experience 1998 - 2002
Job Corporate Finance Expert at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company  June 2011 - Present
McKinsey & Company  2010 - June 2012
Banc of America Securities  2004 - 2009
Bernstein Investment Research and Management   1998 - 2002

Education
New York University - Leonard N. Stern School of Business   2002 — 2004
MBA, Finance

Emory University - Goizueta Business School   1994 — 1998
BBA, Finance

Scott Zemachson Scott Zemachson Greater New York City Area Details
Scott Zemachson's Bernstein Investment Research and Management Experience 1996 - Present
Job Vice President at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management  Vice PresidentAllianceBernstein1996 - Present
Bernstein Investment Research and Management   1996 - Present

Education
Penn State University   1991 — 1995

Scott H Howe, CAIA Scott H Howe, CAIA Greater New York City Area Details
Scott H Howe, CAIA's Bernstein Investment Research and Management Experience August 2000 - July 2003
Job Vice President, Director Client Relations
Industry Financial Services
Experience
AllianceBernstein  January 2007 - Present
AllianceBernstein  August 2003 - December 2006
Bernstein Investment Research and Management   August 2000 - July 2003
Bernstein Investment Research and Management   April 1996 - July 2000
Cantor Fitzgerald  June 1995 - April 1996
Principal Financial Group  December 1994 - May 1995
Fidelity Investments  July 1993 - November 1994

Skills
Asset Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Portfolio Management, Series 63

Education
University of Florida   1988 — 1993
Bachelor of Science (BS), Economics

Niceville High School   1985 — 1988

Alex Chaloff Alex Chaloff Greater Los Angeles Area Details
Alex Chaloff's Bernstein Investment Research and Management Experience August 2005 - Present
Job Senior Portfolio Manager at Bernstein Investment Research and Management
Industry Investment Management
Experience
Bernstein Investment Research and Management   August 2005 - Present
Wilshire Associates  July 2001 - August 2005

Education
University of Southern California - Marshall School of Business   1999 — 2001
MBA, Corporate Finance

University of Maryland College Park   1989 — 1993

Diana Bernardo Diana Bernardo Greater New York City Area Details
Diana Bernardo's Bernstein Investment Research and Management Experience January 2001 - December 2003
Job Innovative Digital Marketer
Industry Marketing and Advertising
Experience
Wiley Publishing  February 2007 - Present
Penton  August 2006 - January 2007
United Business Media (TechWeb)   January 2004 - August 2006
Bernstein Investment Research and Management   January 2001 - December 2003

Skills
Digital Marketing, Digital Strategy, Brand Communication, B2B Marketing, B2C marketing, Social Media, Online Marketing, Online Advertising, Website Promotion, Website Development, Mobile Marketing, E-commerce, Publishing, SEO, Marketing, Direct Marketing, Content Strategy, Online Publishing, Media Buying, Integrated Brand..., Social Media Marketing, Brand Development, Product Development, Product Management, B2B, New Media, Integrated Marketing

Education
Rutgers, The State University of New Jersey-New Brunswick   1996 — 2000
Bachelor of Arts (B.A.)

Alex Trofimoff, CFA Alex Trofimoff, CFA Kansas City, Missouri Area Details
Alex Trofimoff, CFA's Bernstein Investment Research and Management Experience October 2000 - December 2002
Job President at Konza Prairie Investments,INC
Industry Financial Services
Experience
Konza Prairie Investments, Inc.   June 2007 - Present
Sprint  June 2003 - April 2007
Bernstein Investment Research and Management   October 2000 - December 2002
Sprint  June 1997 - September 2000
US Army  December 1988 - July 1995

Skills
Financial Analysis, Mergers, Contract Negotiation, Financial Modeling, Valuation, Equities, Asset Managment, Investments, Strategic Planning, Competitive Analysis, Corporate Finance, Mergers & Acquisitions

Education
Kansas State University   1995 — 1997
MBA, Finance, International Business

Embry-Riddle Aeronautical University   1990 — 1995
BS, Professional Aeronautics

Douglas Simon Douglas Simon Greater Philadelphia Area Details
Douglas Simon's Bernstein Investment Research and Management Experience August 1999 - September 2004
Job at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  April 2015 - Present
Bernstein Investment Research and Management   August 1999 - September 2004
Drexel Anesthesia/S.Arizona Anesthesia   July 1996 - July 1999
Hospital of the University of Pennsylvania  June 1993 - June 1996
Stage Right Rentals   1982 - 1984
Tool Corporation of America   1981 - 1984

Skills
Portfolio Management, Equities, Investments, Alternative Investments, Finance, Financial Analysis, Capital Markets, Hedge Funds, Structured Products, Fixed Income, Financial Modeling, Investment Strategies, Wealth Management, Asset Management, Investment Management, Investment Banking, Series 7, Derivatives, Mergers & Acquisitions, Securities, Valuation, Private Equity, Options, Venture Capital, Due Diligence, Asset Allocation

Education
Temple University School of Medicine   1988 — 1992
MD, Medicine

University of Pennsylvania   1984 — 1986
pre-medical, Pre-medical

Bennington College   1977 — 1980
BA, American Literature, Theater Design (concentration in lighting design)

Lawrenceville   1972 — 1976
High School

Shoemaker

Alice Paik Alice Paik Washington D.C. Metro Area Details
Alice Paik's Bernstein Investment Research and Management Experience 2001 - 2005
Job Head of Strategic Advisory at Brown Advisory
Industry Financial Services
Experience
Brown Advisory  PartnerBrown Investment Advisory2005 - Present
Bernstein Investment Research and Management   2001 - 2005
J.P. Morgan   1999 - 2001

Education
Dartmouth College   1988 — 1992

Elise Lelon Elise Lelon Greater New York City Area Details
Elise Lelon's Bernstein Investment Research and Management Experience 2004 - 2006
Job Founder & CEO, The You Business & AWE
Industry Management Consulting
Experience
New York University  2012 - Present
The You Business   April 2007 - Present
The You Business   March 2007 - Present
Bernstein Investment Research and Management   2004 - 2006
Sanford C. Bernstein  2001 - 2004
NBCUniversal, Inc.   1998 - 2001
NBCUniversal, Inc.   1998 - 2000
General Electric  1997 - 2000

Skills
Entrepreneurship, Venture Capital, Private Equity, Start-ups, Corporate Development, Hedge Funds, Emerging Markets, Investments, Equities, Strategic Partnerships, Alternative Investments, Mergers, Strategy, Due Diligence, Asset Managment, Digital Media, Mergers & Acquisitions, Business Development, Asset Management, Management, Business Strategy, Leadership, Strategic Planning, Consulting, Management Consulting

Education
Harvard Business School   1996 — 1998
MBA

Brown University
BA, Psychology

Harvard University Graduate School of Education
EdM, Psychology & Human Development

The Noble and Greenough School

John Shope John Shope Raleigh-Durham, North Carolina Area Details
John Shope's Bernstein Investment Research and Management Experience June 1996 - November 1998
Job SVP, Retirement & Institutional Services National Sales Manager at BB&T
Industry Financial Services
Experience
BB&T  March 2011 - Present
First Western Financial, Inc.   December 2008 - May 2010
Exclusive Resorts  August 2005 - October 2008
Wachovia  1998 - 2005
Bernstein Investment Research and Management   June 1996 - November 1998
Bank of America  June 1987 - June 1996

Skills
Sales Management, Marketing, Marketing Strategy, Staff Development, Selling, Financial Analysis, Business Development, Investments, Strategic Financial..., Mergers, New Business Development, Sales, Mergers & Acquisitions, Leadership, Portfolio Management, Strategy, Strategic Partnerships, Management, Business Planning, Sales Process, Sales Operations, Change Management, Executive Management, Financial Services, Relationship Management, Banking, Asset Management, Finance

Education
Indiana University of Pennsylvania   1979 — 1982
MBA, Finance

Bethany College   1977 — 1981

Indiana University of Pennsylvania
BA, Business Administration

Sharon (Mizel) Murphy Sharon (Mizel) Murphy Greater New York City Area Details
Sharon (Mizel) Murphy's Bernstein Investment Research and Management Experience 1999 - 2003
Job Vice President, Retirement Solutions at Pershing
Industry Investment Management
Experience
Pershing  February 2010 - Present
AllianceBernstein  February 2006 - December 2008
Johnson & Johnson Health Care Systems Inc.   2005 - 2006
Bernstein Investment Research and Management   1999 - 2003

Skills
Analysis, Portfolio Management, Mutual Funds, Investments, Competitive Analysis, Wealth Management

Education
New York University - Leonard N. Stern School of Business   2003 — 2005
MBA

Tufts University   1994 — 1998
BS, Mechanical Engineering

Vince Trantolo Vince Trantolo Greater New York City Area Details
Vince Trantolo's Bernstein Investment Research and Management Experience June 2000 - January 2015
Job Director at Alembic Global Advisors
Industry Financial Services
Experience
Alembic Global Advisors   February 2015 - Present
Bernstein Investment Research and Management   June 2000 - January 2015
Annotate.net   1999 - 2000
JPMorgan Chase  September 1998 - June 1999

Skills
Series 7, Equities, Investments, Financial Analysis, Business Strategy, Alternative Investments, Hedge Funds, Bloomberg, Equity Research

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1996 — 1998
MBA

Georgetown University   1987 — 1991
Bachelor of Science (BS), Accounting

Richard Waks Richard Waks Greater Los Angeles Area Details
Richard Waks's Bernstein Investment Research and Management Experience January 1985 - January 1990
Job at B. Riley & Co., LLC
Industry Financial Services
Experience
B. Riley & Co., LLC   January 2011 - Present
Heflin & Co., Llc   April 2007 - December 2010
Imperial Capital  April 2003 - December 2006
J.P. Morgan   January 2000 - January 2003
Schroders  January 1995 - January 2000
Kidder Peabody  January 1990 - January 1995
Bernstein Investment Research and Management   January 1985 - January 1990
Citibank  1983 - 1985
Andersen Consulting  1982 - 1983

Skills
Equities, Series 63, Series 7, Capital Markets, Strategic Planning, Trading, Investments, Equity Trading, Mergers & Acquisitions, Hedge Funds, Corporate Finance, New Business Development, Private Placements, Investment Banking

Education
University of Michigan - Stephen M. Ross School of Business   1980 — 1982
MBA, Statistics/Quant Analysis

University at Albany, SUNY   1977 — 1980
BBA, Management Science

Case Western Reserve University   1976 — 1977
Business

Claudia Bennett Claudia Bennett Greater New York City Area Details
Claudia Bennett's Bernstein Investment Research and Management Experience May 2000 - April 2004
Job Leadership, Learning & Talent Development
Industry Professional Training & Coaching
Experience
Bloomberg  July 2009 - Present
AllianceBernstein  January 2007 - March 2009
Bernstein Global Wealth Management  April 2004 - January 2007
Bernstein Investment Research and Management   May 2000 - April 2004
Sanford C. Bernstein  January 1999 - May 2000
Sanford C. Bernstein  August 1995 - January 1999
Glickenhaus & Co.   September 1991 - December 1994

Skills
Training, Performance Management, Management, Program Management, Investments, Interviews, Wealth Management, Staff Development, Investment Strategies, Public Speaking, Capital Markets, Project Planning, Policy, Talent Management, Succession Planning, Leadership Development, Organizational..., Onboarding, Employee Engagement, Coaching, Change Management, Series 7, Talent Acquisition, Employee Relations, Portfolio Management

Education
Mount Holyoke College   1988 — 1991
BA, Philosophy, English

Jonathan Mann Jonathan Mann Greater New York City Area Details
Jonathan Mann's Bernstein Investment Research and Management Experience October 1983 - December 2000
Job Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management  November 2012 - Present
Bernstein Global Wealth Management  January 2003 - November 2012
Bernstein Investment Management   January 2001 - December 2002
Bernstein Investment Research and Management   October 1983 - December 2000

Skills
Alternative Investments, Series 7, Hedge Funds, Asset Managment, Asset Allocation, Wealth Management, Investment Strategies, Investments, Equities, Investment Management, Investment Advisory, Series 63, Capital Markets, Securities, Mutual Funds, Asset Management, Fixed Income, Wealth Management..., Private Equity, Equity Research, Portfolio Management, Venture Capital, Investment Banking, Emerging Markets

Education
University of Pennsylvania - The Wharton School   1978 — 1980
MBA, Finance

Rutgers, The State University of New Jersey-New Brunswick   1974 — 1978
BA, Economics

Josh Adler Josh Adler New York, New York Details
Josh Adler's Bernstein Investment Research and Management Experience April 1999 - February 2009
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  March 2009 - Present
Bernstein Investment Research and Management   April 1999 - February 2009

Education
University of Pennsylvania   1991 — 1995
Bachelor of Arts (BA), History

Stephen Shankman Stephen Shankman Greater New York City Area Details
Stephen Shankman's Bernstein Investment Research and Management Experience 2000 - 2002
Job Healthcare I/T Investment Banking at Marlin & Associates
Industry Financial Services
Experience
Marlin & Associates  2013 - Present
UBS  2010 - 2012
Natixis  2004 - 2009
Carret Asset Management  2003 - 2004
Bernstein Investment Research and Management   2000 - 2002
Lehman Brothers  1998 - 2000

Skills
Equity Research, Valuation, Financial Modeling, Investment Management, Healthcare Industry, Healthcare Information..., Investments, Hedge Funds, Mergers & Acquisitions, Investment Banking, Portfolio Management, Bloomberg, Banking, Trading, Finance

Education
NYU Stern School of Business   2002 — 2004
Master of Business Administration (MBA), Finance and Marketing

University of Michigan   1994 — 1998
Bachelor's degree, Psychology and Pre-Med

Rossy Fernandez Rossy Fernandez Greater New York City Area Details
Rossy Fernandez's Bernstein Investment Research and Management Experience October 1999 - May 2006
Job Billing Analyst at Ernst & Young
Industry Financial Services
Experience
Young, LLP   March 2008 - June 2010
Ernst & Young  March 2008 - May 2010
Bernstein Investment Research and Management   October 1999 - May 2006

Education
New Jersey City University
Bachelor of Science, Computer Science

Hudson County Community College
Associate's degree, Data Processing

Anthony LoFaso Anthony LoFaso Greater New York City Area Details
Anthony LoFaso's Bernstein Investment Research and Management Experience 1997 - 2002
Job Principal at Peconic Futures
Industry Banking
Experience
Peconic Futures   2010 - Present
WestLB  2002 - 2010
Bernstein Investment Research and Management   1997 - 2002
UBS Securities Co., Ltd   1992 - 1997
Paine Webber  1989 - 1992
Paine Webber  1986 - 1989

Education
Columbia University in the City of New York
MA, Mathematical Statistics

Hamilton College
BA, Mathematics, Physics

Massachusetts Institute of Technology
PhD, Operations Research

Nalanie Milano Nalanie Milano Greater New York City Area Details
Nalanie Milano's Bernstein Investment Research and Management Experience 1999 - 2004
Job Fund Accountant at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon  November 2005 - Present
Bernstein Investment Research and Management   1999 - 2004

Education
SUNY Albany   2001 — 2005
Bachelor of Business Administration, Finance

JOSEPH VULLO JOSEPH VULLO Brooklyn, New York Details
JOSEPH VULLO's Bernstein Investment Research and Management Experience 1985 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
Max Advance LLC   September 2012 - October 2012
CELADON FINANCIAL GROUP LLC   2006 - 2012
Bernstein Investment Research and Management   1985 - 1995

Education
Dowling College   1980 — 1983
Bachelor of Business Administration (B.B.A.), Accounting, 3.37

Avinash Agarwal Avinash Agarwal Princeton, New Jersey Details
Avinash Agarwal's Bernstein Investment Research and Management Experience 2006 - 2012
Job Investor and Management Consultant
Industry Investment Management
Experience
Bernstein Investment Research and Management   2006 - 2012
Booz & Company  1998 - 2005

Education
Indian Institute of Management, Ahmedabad   1996 — 1998

Indian Institute of Technology, Delhi   1992 — 1996

University of Massachusetts, Amherst   1995 — 1995

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