highperformr logo

Bernstein Private Wealth Management's Overview

Total employees878
HeadquartersNashville
Founded1967

Bernstein Private Wealth Management, a service of AllianceBernstein (AB), offers comprehensive wealth management solutions tailored to high-net-worth individuals, families, endowments, and foundations. They provide personalized financial planning, investment management, estate planning, and trust services. With a research-driven approach and a commitment to client success, Bernstein helps clients navigate complex financial landscapes to achieve their long-term goals.

Where is Bernstein Private Wealth Management's Headquarters?

HQ Function

Global corporate headquarters for AllianceBernstein, overseeing all business lines including private wealth management. Functions include executive leadership, strategic planning, operations, technology, and client servicing support.

Notable Features:

Modern facility within the vibrant Fifth + Broadway mixed-use development, designed to promote collaboration and employee well-being. It features open workspaces and state-of-the-art amenities.

Work Culture:

Professionally driven, emphasizing research, client-centricity, and ethical practices. The Nashville move aims to foster innovation and attract diverse talent in a growing financial hub.

HQ Significance:

Centralizes AB's global operations, signifying a strategic shift for future growth and operational efficiency. It's a key center for decision-making for all of AB's services, including Bernstein Private Wealth Management.

Values Reflected in HQ: Innovation, adaptability, commitment to growth, and investment in employees and community, while upholding a legacy of financial expertise and client trust.

Location:

Operating under AllianceBernstein, Bernstein Private Wealth Management leverages a significant global footprint. AllianceBernstein maintains offices and conducts business in over 25 countries across the Americas, Europe, Asia-Pacific, and the Middle East. This extensive network provides clients with access to global investment research, diverse market opportunities, and localized expertise, ensuring comprehensive support for their international wealth management needs.

Street Address:

501 Commerce Street

City:

Nashville

State/Province:

Tennessee

Country:

USA

Bernstein Private Wealth Management's Global Presence

New York, NY, USA

Address: 1345 Avenue of the Americas, New York, NY 10105, USA

Serves a large concentration of high-net-worth clients in the Northeast region, offering comprehensive financial advisory, investment management, and legacy planning.

Los Angeles, CA, USA

Address: 2000 Avenue of the Stars, Suite 600S, Los Angeles, CA 90067, USA

Provides tailored wealth management solutions, including specialized advisory for entrepreneurs and multigenerational families in California and surrounding states.

Chicago, IL, USA

Address: 300 North LaSalle Street, Suite 2200, Chicago, IL 60654, USA

Offers access to Bernstein's global investment platform and personalized financial strategies for clients throughout the Midwest region.

London, United Kingdom

Address: 50 Berkeley Street, London, W1J 8HA, United Kingdom

Facilitates wealth management for UK and European-based clients, connecting them to global investment opportunities and cross-border financial planning expertise.

Buying Intent Signals for Bernstein Private Wealth Management

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Bernstein Private Wealth Management

As of April 2025, Bernstein Private Wealth Management' leadership includes:

Seth P. Bernstein - President and CEO, AllianceBernstein
Onur Erzan - Head of Global Client Group and Head of Private Wealth, AllianceBernstein
David Barnard - Head of Bernstein Private Wealth, US
Kate Burke - Chief Operating Officer and Head of Thematic & Sustainable Investing Product Strategy, AllianceBernstein

Investors of Bernstein Private Wealth Management

Bernstein Private Wealth Management has been backed by several prominent investors over the years, including:

Equitable Holdings (NYSE: EQH) (majority owner of AllianceBernstein Holding L.P.)
Public Shareholders of AllianceBernstein Holding L.P. (NYSE: AB)

Executive New Hires/Exits in the Last 12 Months

Hire1
Exits0

AllianceBernstein has made strategic appointments to strengthen its leadership, including a new Chief Responsibility Officer. Specific high-profile changes within the core executive team primarily focused on Bernstein Private Wealth Management are less frequently publicized unless at the highest echelons of AllianceBernstein. The firm regularly updates on board and senior leadership roles impacting its overall business strategy.

New Appointments:

Erin Bigley, Erin Bigley appointed as AllianceBernstein's first Chief Responsibility Officer, enhancing focus on responsible investing and corporate responsibility.

Technology (Tech Stack) used by Bernstein Private Wealth Management

Discover the tools Bernstein Private Wealth Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Bernstein Private Wealth Management Email Formats and Examples

Bernstein Private Wealth Management, as part of AllianceBernstein, primarily utilizes email formats associated with AllianceBernstein. The most common format is typically a combination of the employee's first and last name.

[first].[last]@alliancebernstein.com

Format

jane.doe@alliancebernstein.com

Example

90%

Success rate

News and media

AllianceBernstein Investor RelationsMay 8, 2024

AllianceBernstein Holding L.P. Reports April 2024 Assets Under Management

AllianceBernstein Holding L.P. (NYSE: AB) announced that preliminary assets under management increased to $759 billion during April 2024 from $750 billion at the end of March 2024....more

AllianceBernstein Press ReleaseFebruary 7, 2024

AllianceBernstein Named to Bloomberg Gender-Equality Index for Fifth Consecutive Year

AllianceBernstein (AB) announced its inclusion in the 2023 Bloomberg Gender-Equality Index (GEI) for the fifth year in a row, recognizing the firm's commitment to advancing women's equality and transparency in gender data reporting....more

AllianceBernstein Press ReleaseOctober 25, 2023

AllianceBernstein Launches Active ETFs

AllianceBernstein Holding L.P. announced the launch of its first actively managed exchange-traded funds (ETFs), expanding its investment offerings to a broader range of investors....more

Highperformr’s free tools for company research

Explore Employees by Region or Country

See where a company’s workforce is located, by country or region.

View Funding Details

View past and recent funding rounds with amounts and investors.

Understand Revenue Insights

Understand company revenue estimates and financial scale.

Track Active Job Openings

Track active roles and hiring trends to spot growth signals.

Review Product and Offerings

Discover what a company offers—products, platforms, and solutions.

Get SIC or NAICS Codes

Get the company’s official SIC and NAICS classifications.

Analyze Website Traffic Trends

Analyze visitor volume, engagement, and top traffic sources.

Discover Social Profiles and Engagement

Explore LinkedIn, Twitter, and other active social profiles.

Identify Top Competitors

Identify top competitors based on similar business traits.

Research and Discover Companies with Highperformr — Smarter, Faster

Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.

Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.

  • Track intent signals to find buyers who are actively in-market
  • Enrich contacts and companies instantly, no need to switch tools
  • Automate workflows to stay ahead of every change
  • Connect your CRM & tools for seamless data sync and activation

Thousands of companies, including Bernstein Private Wealth Management, are just a search away.