---
schema_version: "secwatch.filing_event.v1"
accession: "0000825313-22-000047"
form_type: "8-K"
ticker: "AB"
cik: "0000825313"
company_name: "ALLIANCEBERNSTEIN HOLDING L.P."
filed_at: "2022-07-06T23:59:59+00:00"
generated_at: "2026-06-24T21:07:33.715581+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# AllianceBernstein names Kate Burke CFO; Onur Erzan adds Private Wealth role

## Summary
- Kate Burke, age 50, appointed CFO effective July 6, 2022; she remains COO.
- Onur Erzan, age 46, appointed Head of Private Wealth while retaining Head of Global Client Group role.
- Bill Siemers returns to Controller & Chief Accounting Officer after serving as interim CFO since March 2022.
- Burke succeeds interim CFO Siemers; all leadership changes effective immediately.

## SEC filing metadata
- accession: 0000825313-22-000047
- form_type: 8-K
- ticker: AB
- cik: 0000825313
- company_name: ALLIANCEBERNSTEIN HOLDING L.P.
- filed_at: 2022-07-06T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/825313/000082531322000047/0000825313-22-000047-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/825313/000082531322000047/ab-20220706.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000825313-22-000047
- JSON: https://secwatch.observer/filing/0000825313-22-000047.json
- Plain text: https://secwatch.observer/filing/0000825313-22-000047.txt

## Key facts
- Executive change
  Bill Siemers changed role as Controller and Chief Accounting Officer at ALLIANCEBERNSTEIN HOLDING L.P..
  - Action: transitioned
  - Role: Controller and Chief Accounting Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/825313/000082531322000047/0000825313-22-000047-index.htm
- Executive change
  Kate Burke was appointed as Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: On July 6, 2022, Kate Burke, age 50, was appointed Chief Financial Officer (“ CFO ”) of AllianceBernstein L.P. (“ ABLP ”) and AllianceBernstein Holding L.P.
  evidence_url: https://www.sec.gov/Archives/edgar/data/825313/000082531322000047/0000825313-22-000047-index.htm
- Executive change
  Onur Erzan was appointed as Head of Private Wealth at ALLIANCEBERNSTEIN HOLDING L.P..
  - Action: appointed
  - Role: Head of Private Wealth
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/825313/000082531322000047/0000825313-22-000047-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.