AB appoints Thomas Simeone as CFO; Jackie Marks departs after one year

ALLIANCEBERNSTEIN HOLDING L.P.

Thomas Simeone, former Controller & CAO, named CFO effective March 12, 2025.
Jackie Marks, CFO since March 2024, separated by mutual agreement; not related to any dispute.
Marks receives standard severance: 6 months salary continuation + portion of 2025 incentive comp.
Alexis Luckey appointed Chief Accounting Officer; retains Director of Financial Reporting role.
Luckey previously at Ernst & Young and Tractor Supply Company in financial reporting.

item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Departed

Jackie Marks

Chief Financial Officer

AB · ALLIANCEBERNSTEIN HOLDING L.P.

Effective: 2025-03-12
Successor: Thomas Simeone
Filed: March 12, 2025, 7:59 PM ET

Simultaneously, AB mutually agreed to a separation with Ms. Jackie Marks, AB’s CFO since March 1, 2024, effective March 12, 2025.

Appointed

Alexis Luckey

Chief Accounting Officer

AB · ALLIANCEBERNSTEIN HOLDING L.P.

Effective: 2025-03-12
Filed: March 12, 2025, 7:59 PM ET

In addition, AB appointed Ms. Alexis Luckey, age 42, to the position of Chief Accounting Officer.

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 departed as Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..

Action: separated
Role: Chief Financial Officer

Exact text from the filing

Simultaneously, AB mutually agreed to a separation with Ms. Jackie Marks, AB’s CFO since March 1, 2024, effective March 12, 2025.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Alexis Luckey was appointed as Chief Accounting Officer at ALLIANCEBERNSTEIN HOLDING L.P..

Action: appointed
Role: Chief Accounting Officer

Exact text from the filing

In addition, AB appointed Ms. Alexis Luckey, age 42, to the position of Chief Accounting Officer.

View on SEC.gov

ALLIANCEBERNSTEIN HOLDING L.P. filing history →

Source: SEC EDGAR

accession 0000825313-25-000020

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.