(NEW YORK, NY) (BOSTON, MA) — September 10, 2025 — Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced Managing Director, Bowman Hallagan, has been appointed to head its private wealth office in Boston. Returning to his New England roots, Hallagan will take the helm leading a team of wealth advisors serving high-net-worth and ultrahigh-net-worth clients, reporting to John Polidori, Regional Senior Managing Director at Bernstein.
“Bowman is an exceptional leader with an unwavering commitment and passion for serving clients and guiding them through sophisticated wealth planning,” said Polidori. “We welcome Bowman back to Boston and are confident his deep expertise, industry knowledge, personal ties to the community make him the ideal person to drive forward the firm’s growth, commitment to exceptional client service, and tailored wealth management solutions in the Boston region.”
Hallagan added, “Returning to Boston holds both immense personal and professional importance for me. It is a great honor to be able to once again assist clients in my hometown community with the advice they need to navigate the complexities that come with their wealth. I am thrilled to be back in Boston, ready to make a positive impact in the market and help clients to not only grow their wealth but also preserve it for generations to come.”
Hallagan joined Bernstein in 2011, having most recently served as Managing Director in the firm’s Dallas office, where he was responsible for overseeing client service and the strategic growth of Bernstein’s business in that region. In his new role, he will continue to work closely with wealth advisors and client service teams on complex wealth management opportunities and challenges that come with meaningful wealth, including pre-transaction planning, multigenerational wealth transfer, philanthropy, retirement planning, and asset allocation. Bowman achieved a BA degree in political science and economics from Bucknell University.
Bernstein’s Boston office includes experienced wealth management professionals with decades of industry experience, including members of its national senior executive leadership team: Aaron Bates, Head of Ultrahigh-Net-Worth and Growth Strategies, and Toinette Rivas, the Chief Operating Officer. The office is active in the Boston community, having recently partnered with the Boston Public Library on an innovative “Entrepreneur-in-Residency” program, providing mentorship, guidance and opportunities to local entrepreneurs, particularly those from underserved communities, to develop their skills and sustain business ventures.
Kim Davis the previous Managing Director of the Boston office, remains with the firm and will return to focusing exclusively on her role as a Wealth Advisor serving ultrahigh- and high-net-worth clients.
The firm has $144 billion in assets under management as of June 30, 2025.
For media inquiries or more information, please contact Katrina Clay at katrina.clay@bernstein.com or 212-969-6365.
About Bernstein Private Wealth Management
Bernstein Private Wealth Management advises ultrahigh- and high-net-worth clients on planning for—and living with—the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers by its expertise in navigating life’s transitions through a holistic approach. A flexible process—paired with innovative research, sophisticated modeling, and cutting-edge investment solutions—also set Bernstein apart. Headquartered in Nashville, TN, Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with offices in major world markets across 26 countries and jurisdictions and over $829 billion in assets under management as of June 30, 2025. For additional information, visit Bernstein.com.