Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2022-02-18 | Senior Advisor and Senior Vice President of AllianceBernstein L.P. (the Adviser) and Head of the Global Client Group overseeing the Advisers institutional and retail businesses, where he is responsible for all client services, sales and marketing, as well as product strategy, management and development worldwide. Director, President and Chief Executive Officer of the AB Mutual Funds as of April 1, 2021. |
| 2023-02-17 | Senior Vice President of AllianceBernstein L.P., Head of Global Client Group and Head of Private Wealth. Prior to joining the firm in January 2021, he spent over 19 years with McKinsey (management consulting firm), most recently as a senior partner and co-leader of its Wealth & Asset Management practice. In addition, he co-led McKinsey’s Banking & Securities Solutions (a portfolio of data, analytics, and digital assets and capabilities) globally. |
| 2024-02-22 | Senior Advisor and Senior Vice President of AllianceBernstein L.P. (the Adviser), Head of Global Client Group and Head of Private Wealth. He oversees AB’s entire private wealth management business and third party institutional and retail franchise, where he is responsible for all client services, sales and marketing, as well as product strategy, management and development worldwide. Prior to joining the firm in January 2021, he spent over 19 years with McKinsey (management consulting firm), most recently as a senior partner and co-leader of its Wealth & Asset Management practice. In addition, he co-led McKinsey’s Banking & Securities Solutions (a portfolio of data, analytics, and digital assets and capabilities) globally. |
| 2025-02-21 | Senior Vice President of Alliance Bernstein L.P., with which he has been associated since January 2021, and Head of Global Client Group and Head of Private Wealth. Prior to joining the Adviser in January 2021, he spent over 19 years with McKinsey (management and consulting firm), most recently as a senior partner and co-leader of its Wealth & Asset Management practice. In addition, he co-led McKinsey’s Banking & Securities Solutions (a portfolio of data, analytics, and digital assets and capabilities) globally. |
Data sourced from SEC filings. Last updated: 2025-10-12