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Recent press

• 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