AllianceBernstein appoints Jackie Marks as CFO effective March 1, 2024

ALLIANCEBERNSTEIN HOLDING L.P.

Jackie Marks, former Conde Nast CFO, joins AB as CFO effective March 1, 2024; replaces interim CFO Bill Siemers.
Marks gets $400K base salary, $2.4M annual bonus (60% cash, 40% equity) for FY2024, plus relocation package.
Marks eligible for special award of ~$2.2M in restricted units contingent on relocation to Nashville by Aug 30, 2025.
Siemers remains Senior Advisor, receiving base salary through 2024 and prorated bonus for interim CFO service.
Marks will report to CEO Seth Bernstein and join the Operating Committee and CEO's leadership team.

item 5.02 item 7.01 item 9.01

Executive movements

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Appointed

Jackie Marks

Chief Financial Officer

AB · ALLIANCEBERNSTEIN HOLDING L.P.

Effective: 2024-03-01
Successor: Bill Siemers
Filed: January 8, 2024, 6:59 PM ET

On January 8, 2024 AllianceBernstein L.P. (" ABLP ") and AllianceBernstein Holding L.P. (together with ABLP, " AB ") announced the appointment of Jackie Marks as Chief Financial Officer (" CFO "), effective March 1, 2024.

Role change

Bill Siemers

Senior Advisor

AB · ALLIANCEBERNSTEIN HOLDING L.P.

Effective: 2024-03-01
Filed: January 8, 2024, 6:59 PM ET

Bill Siemers will remain acting Interim Chief Financial officer until February 29, 2024, at which point he will transition into the role of a Senior Advisor to AB.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Jackie Marks was appointed as Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On January 8, 2024 AllianceBernstein L.P. (" ABLP ") and AllianceBernstein Holding L.P. (together with ABLP, " AB ") announced the appointment of Jackie Marks as Chief Financial Officer (" CFO "), effective March 1, 2024.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Bill Siemers changed role as Senior Advisor at ALLIANCEBERNSTEIN HOLDING L.P..

Action: transitioned
Role: Senior Advisor

Exact text from the filing

Bill Siemers will remain acting Interim Chief Financial officer until February 29, 2024, at which point he will transition into the role of a Senior Advisor to AB.

View on SEC.gov

ALLIANCEBERNSTEIN HOLDING L.P. filing history →

Source: SEC EDGAR

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