AllianceBernstein appoints Jackie Marks as CFO, effective March 1, 2024

ALLIANCEBERNSTEIN L.P.

Jackie Marks, former Condé Nast CFO, joins AB as CFO; Bill Siemers transitions to Senior Advisor.
Marks' base salary $400K; guaranteed 2024 bonus $2.4M (60% cash, 40% equity).
Special award of ~$2.2M in restricted units contingent on relocation to Nashville by Aug 2025.
AB had $696B AUM; Marks will report to CEO Seth Bernstein and join Operating Committee.

item 5.02 item 7.01 item 9.01

Executive movements

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

Role change

Bill Siemers

Senior Advisor

ALLIANCEBERNSTEIN L.P.

Effective: 2024-03-01
Successor: Jackie Marks
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.

Appointed

Jackie Marks

Chief Financial Officer

ALLIANCEBERNSTEIN L.P.

Effective: 2024-03-01
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.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Bill Siemers changed role as Senior Advisor at ALLIANCEBERNSTEIN 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

Executive change SEC 8-K Item 5.02 confidence 0.95

Jackie Marks was appointed as Chief Financial Officer at ALLIANCEBERNSTEIN 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

Source: SEC EDGAR

accession 0001109448-24-000003

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