On July 6, 2022, Bill Siemers, age 62, who had been serving as the firm’s Interim Chief Financial Officer since March 2022, transitioned his responsibilities as CFO to Ms. Burke.
On July 6, 2022, Kate Burke, age 50, was appointed Chief Financial Officer (“ CFO ”) of AllianceBernstein L.P. (“ ABLP ”) and AllianceBernstein Holding L.P.
On July 6, 2022, Onur Erzan, age 46, who has been functioning as the firm’s Head of Global Client Group, including Institutions and Retail, since joining AB in January 2021, was appointed Head of Private Wealth.
Key facts
Extracted from this filing and checked against the source text.
Executive changeSEC 8-K Item 5.02confidence 0.95
Bill Siemers changed role as Controller and Chief Accounting Officer at ALLIANCEBERNSTEIN HOLDING L.P..
Action
transitioned
Role
Controller and Chief Accounting Officer
Exact text from the filing
On July 6, 2022, Bill Siemers, age 62, who had been serving as the firm’s Interim Chief Financial Officer since March 2022, transitioned his responsibilities as CFO to Ms. Burke.
Kate Burke was appointed as Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..
Action
appointed
Role
Chief Financial Officer
Exact text from the filing
On July 6, 2022, Kate Burke, age 50, was appointed Chief Financial Officer (“ CFO ”) of AllianceBernstein L.P. (“ ABLP ”) and AllianceBernstein Holding L.P.
Onur Erzan was appointed as Head of Private Wealth at ALLIANCEBERNSTEIN HOLDING L.P..
Action
appointed
Role
Head of Private Wealth
Exact text from the filing
On July 6, 2022, Onur Erzan, age 46, who has been functioning as the firm’s Head of Global Client Group, including Institutions and Retail, since joining AB in January 2021, was appointed Head of Private Wealth.
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