Newsroom
Bernstein in the news
9/4/24 | Announcement—CIO Alex Chaloff discusses navigating private markets on Alt Goes Mainstream. Listen to the full podcast episode here.
In a recent podcast episode, AdvisorHub's CEO, Tony Sirianni, sits down with Onur Erzan, Bernstein’s Head of Private Wealth, to discuss what makes Bernstein the platform of choice for advisors with an UHNW focus.
Click here to listen to the episode.
7/17/24 | Crain Currency—How can family offices ensure that all siblings feel heard and included in decision-making? Anne Bucciarelli and Chelsea Smith share strategies for breaking down silos and fostering a sense of unity and collaboration.
Recent press
- 10/17/24 | Trust & Estates Magazine | Jennifer Goode and Jennifer Ostberg on how DAFs can support nonprofits through nontraditional means
- 9/24/24 | Family Wealth Report | Alex Chaloff on navigating the current market and opportunities in commercial real estate.
- 9/24/24 | Financial Advisor IQ | Anne Bucciarelli discusses the importance of communication among family members, and how to engage different generations through open-ended questions to uncover shared values and family dynamics.
- 9/19/24 | Nerdwallet | Roosevelt Bowman on deflation, what it means for investors, the brief deflationary period in June, and commentary on how the market has likely already priced in any rate cuts.
- 9/19/24 | Heritage Auctions Trust and Estates Journal | Jennifer Goode on how an unconventional trust can protect your collection
- 9/17/24 | MarketWatch | Matt Palazzolo discusses how Fed rate cuts could spark investor interest in small-cap stocks, noting that the difference between a 25 or 50-basis-point cut has a minimal long-term impact.
- 9/16/24 | Announcement | AllianceBernstein (AB) and Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today unveiled its new office at The Spiral in Hudson Yards
- 9/16/24 | Family Wealth Report | Shelly Meerovitch spoke with Family Wealth Report on how asset location, alongside allocation, is key, and how tax strategy plays a critical role in optimizing after-tax returns.
- 9/9/24 | Announcement | Bernstein Private Wealth Management Announces Launch of Wealth Beyond Measure Report
- 9/4/24 | Bloomberg | Alex Chaloff on Bloomberg TV
- 8/26/24 | Marketwatch | Roosevelt Bowman discusses the upcoming PCE and labor data, corporate earnings’ impact on the bond curve and the Fed’s likelihood of delivering a 25-basis-point interest-rate cut in September.
- 8/23/24 | Wealthmanagement.com | Christopher Clarkson on understanding the rules governing qualified distributions and evaluating the long-term financial implications can help Private Foundation managers maximize their impact.
- 8/20/24 | PENTA | Thinking about a global move? Shelly Meerovitch, co-head of global families at Bernstein, shares some important considerations
- 8/20/24 | Barron's | Shelly Meerovitich discusses considerations and tax consequences of moving out of the country
- 8/19/24 | WealthManagement.com | Christopher Clarkson, National Director of Planning, Foundation & Institutional Advisory shares some creative strategies to consider.
- 8/9/24 | InvestmentNews | Shelly Meerovitch on how offshore trusts are often a useful tool for estate planning, but can be less conducive for ESG investing.
- 8/7/24 | NASDAQ MarketSite | Shelly Meerovitch on how to effectively use offshore trusts for ESG investing
- 8/5/24 | Alt Goes Mainstream | Alex Chaloff joins the podcast to discuss how the CIO of a $125B wealth manager navigates private markets
- 8/1/24 | Nerdwallet | Roosevelt Bowman on the market's reaction to deflation news and the likelihood of an interest rate cut in September may have already been priced in
- 8/1/24 | Fpx Business | Roosevelt Bowman on recent indicators pointing to a slowing labor market and where Bernstein is seeing investment opportunities ahead of a potential economic slowdown.
- 7/30/24 | WSJ | Matthew Palazzolo discussing the recent performance of big tech stocks ahead of earnings reports, the Fed meeting and the upcoming jobs report.
- 7/25/24 | MarketWatch | Roosevelt Bowman discussing investor’s inflated expectations towards the number of rate cuts the Fed may deliver.
- 7/17/24 | Sports Business Journal | Adam Sansiveri and Stacie Jacobsen on using NIL regulatory changes as an opportunity to learn about becoming strategic private equity investors.
- 7/9/24 | Yahoo! Finance Wealth | Senior Investment Strategist Roosevelt D. Bowman III takes a deep dive into what investors should consider in a possibly turbulent market.
- 7/8/2024 | ANNOUNCEMENT | Bernstein Private Wealth Management Furthers Commitment in Growth Markets with Managing Director Promotions
- 7/1/24 | Crain Currency | Anne Bucciarelli and Chelsea Smith on strategies for breaking down silos and fostering a sense of unity and collaboration within a family enterprise
- 6/30/24 | MarketWatch | Will the labor market have an impact on the U.S. stock market? Senior Investment Strategist Roosevelt Bowman shared his thoughts with MarketWatch
- 6/17/24 | ANNOUNCEMENT | Bernstein Private Wealth Management Expands Leadership Team in Bay Area
- 6/6/24 | Financial Times | Aaron Bates quoted on how AI allows us to focus on remaining competitive and be relevant for the next generation of wealth-holders
- 6/6/24 | Yahoo! Finance | Roosevelt Bowman on how alternative investments can diversify your portfolio
- 5/31/24 | Family Wealth Report | Chelsea Smith spoke to Family Wealth Report on Changing Attitudes To Direct Investing and How Family Offices Handle Tough Times
- 5/30/24 | Bloomberg | CIO Alex Chaloff on Bloomberg TV to discuss earnings, his outlook on the US consumer, where he's finding compelling investment opportunities and his take on private markets.
- 5/29/24 | Yahoo! Finance Catalysts | Senior Investment Strategist Matt Palazzolo joined Yahoo! Finance Catalysts to share his latest market outlook
- 5/20/24 | CNBC | Bob Dietz on the potential expiration of the Tax Cuts and Jobs Act (TCJA) after 2025 and how estate tax exemptions are a critical concern for high-net-worth individuals
- 5/13/24 | Crain Currency | Co-heads of Global Families, Shelly Meerovitch and Chris Opie on How global families should transfer assets to their U.S. members
- 5/10/24 | Bloomberg | CIO Alex Chaloff shares his insights on why a broader market is good for the economy, the uncertainty around small caps, and which industries to watch.
- 4/23/24 | Barron's | Matt Palazzolo on why high-quality bonds are an attractive investment for some clients
- 4/17/24 | Barron's Advisor | Tara Popernik on estate planning strategies in light of the Trump tax cuts
- 4/10/24 | Reuters | Roosevelt Bowman on the latest US jobs report and what it means for the Fed's rate cut outlook
- 4/10/24 | Reuters | Roosevelt Bowman discusses hiring and inflation
- 4/5/24 | Barron's Advisor | Rick Meyers discusses finding great talent
- 3/20/24 | Bloomberg Surveillance | Alex Chaloff discusses the impact of the Fed's announcements on the market, recession potential, and what he sees as the most exciting opportunities for long-term investors.
- 3/20/24 | Barron's PENTA | Bob Dietz in Barron's PENTA
- 3/7/24 | Reuters | Roosevelt Bowman on market expectations
- 3/5/24 | Private Capital Podcast | Alex Chaloff on Private Capital Podcast
- 3/5/24 | Financial Planning | Bob Dietz discusses developing artificial intelligence for wealth and accounting
- 2/6/24 | Crain Currency | For couples of mixed citizenship — where one partner is a U.S. citizen and the other a citizen of another country — their tax burden can get complicated and expensive without the right planning.
- 2/1/24 | Diamond Consultants | Head of Bernstein Private Wealth Onur Erzan recently sat down with Mindy Diamond of Diamond Consultants to discuss the importance of embracing a ‘growth mindset’ and the value it brings to the culture of the firm.
- 1/30/24 | Family Wealth Report | Bernstein Private Wealth Expands UHNW Platform
- 1/30/24 | FundFire | AllianceBernstein Carves Out Ultra-High-Net-Worth Effort
- 1/29/24 | Citywire | Bernstein Private Wealth expands UHNW offering
- 1/29/24 | WealthManagement.com | Bernstein Private Wealth Management is expanding the suite of multigenerational support services available to its ultra-wealthy, family office and global families clients.
- 1/29/24 | RIA Intel | Bernstein Expands UHNW Platform and Announces Three Executive Hires
- 1/29/24 | Announcement | Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform
- 1/23/24 | Announcement | Bernstein Deepens Commitments to Growth Markets with Leadership Appointments
- 1/22/24 | LISI | Tom Pauloski delves into the imminent changes brought by surging interest rates and low growth expectations.
- 1/17/24 | Crain Currency | Emily Neubert and Anne Bucciarelli discuss how to successfully plan family retreats and make these meaningful events come to life
- 1/9/24 | Bloomberg Tax | Jennifer Goode is the winner of the Bloomberg Tax Contributor of the Year Award for her article "The Best Laid Plans: How Divorce Can Impact SLAT Planning and Why a Postnuptial Agreement May Be Your Best Option"
- 1/5/24 | FundFire | Onur Erzan, Matt Bass, and Alex Chaloff discuss AllianceBernstein's push to expand its private credit offerings for ultra-high net worth individuals
- 1/4/24 | Reuters | Roosevelt Bowman on market expectations for 2024 and why the market may be ahead of itself
- 12/20/23 | LISI | Tom Pauloski on how surging interest rates and slow growth may radically change wealth transfer planning
- 12/15/23 | Barron's | Matt Palazzolo discusses cash allocation in client portfolios
- 12/14/23 | Yahoo! Finance | Bob Dietz discusses preparing for upcoming gift and estate tax changes
- 12/11/23 | Family Wealth Report | Aaron Bates and Chelsea Smith on how they are positioning themselves for US public equity markets to perform well in 2024
- 12/11/23 | CNBC | Bob Dietz on the importance of estate planning now
- 12/8/23 | Barron's | Bob Dietz discusses year-end tax strategies for UHNW families and clients
- 12/3/23 | CNBC | Bob Dietz on year-end planning and tax strategies
- 11/21/23 | Reuters | Roosevelt Bowman discusses the day’s market movements and where the market is supported heading into year-end
- 11/30/23 | MarketWatch | Matthew Palazzolo discusses expectations for market volatility and shared his projections for the S&P 500 heading into 2024
- 11/29/23 | Wealth Management | Jennifer Goode discusses how proposed regulations could affect charitable giving through the use of DAFs
- 11/20/23 | Billboard | Bernstein's Sports & Entertainment Group among Billboard’s 2023 Top Business Managers
- 11/15/23 | MarketWatch | Roosevelt Bowman discusses the latest Consumer Price Index report and his inflation projections through end of the year
- 11/3/23 | Reuters | Matt Palazzolo discusses this morning’s Jobs Report and his outlook on the markets
- 10/30/23 | Financial Times | Aaron Bates and Chelsea Smith discuss emerging issues among family offices
- 10/29/23 | WSJ | Alex Chaloff discusses his outlook on treasury bonds and thoughts heading into FOMC meeting
- 10/3/23 | Barron's PENTA | Alex Chaloff discusses opportunities in commercial real estate investing and how investors can make the most out of allocations
- 9/13/23 | 'AllianceBandstein' Wins Third Annual Smitty Corporate Band Challenge
- 9/13/23 | Financial Times | Roosevelt Bowman discusses the Fed’s next moves and the implications of rising interest rates
- 9/12/23 | Reuters | Roosevelt Bowman on the September CPI report
- 8/27/23 | CNN Business | Matt Palazzolo's commentary around Jerome Powell's speech at the Jackson Hole Symposium
- 8/22/23 | WSJ | Matt Palazzolo discusses his U.S. stock market outlook
- 8/21/23 | Wealth Management | Bob Dietz and Jennifer Goode's 'Sizing a Transfer-Tax Strategy for Success'
- 8/21/23 | Boston Public Library Fund Awarded Grant From Bernstein Private Wealth Management
- 8/21/23 | Financial Times | Advance of the AI Adviser: Machine learning's role in managing fortunes
- 7/26/23 | Bloomberg | Tech Earnings, EFTs, Markets, and Banks
- 8/17/23 | Crain Currency | Chelsea Smith and James Seth Thompson on how family offices are integrating DEI initiatives
- 8/8/23 | WSJ | Suprise Stock-Market Ralley Bulldozes Bearish Hedge Funds
- 7/17/23 | MarketWatch | Bob Dietz discusses his outlook on recent IRS regulations