AllianceBernstein appoints Thomas Simeone CFO; Jackie Marks departs March 12

ALLIANCEBERNSTEIN L.P.

Thomas Simeone appointed CFO effective March 12, 2025; previously Controller & CAO since 2023.
Jackie Marks separated as CFO; not related to any dispute; receives 6-month salary continuation and portion of 2025 incentive.
Alexis Luckey appointed Chief Accounting Officer; retains role as Director of Financial Reporting; previously at EY and Tractor Supply.

item 5.02 item 9.01

Executive movements

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

Appointed

Alexis Luckey

Chief Accounting Officer

ALLIANCEBERNSTEIN 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.

Appointed

Thomas Simeone

Chief Financial Officer

ALLIANCEBERNSTEIN L.P.

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

On March 12, 2025, AllianceBernstein L.P. (“ABLP”) and AllianceBernstein Holding L.P. (together with ABLP, “AB”) appointed Thomas Simeone, age 47, as Chief Financial Officer (“CFO”), with immediate effect.

Departed

Jackie Marks

Chief Financial Officer

ALLIANCEBERNSTEIN L.P.

Effective: 2025-03-12
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.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Alexis Luckey was appointed as Chief Accounting Officer at ALLIANCEBERNSTEIN 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

Executive change SEC 8-K Item 5.02 confidence 0.95

Thomas Simeone was appointed as Chief Financial Officer at ALLIANCEBERNSTEIN L.P..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On March 12, 2025, AllianceBernstein L.P. (“ABLP”) and AllianceBernstein Holding L.P. (together with ABLP, “AB”) appointed Thomas Simeone, age 47, as Chief Financial Officer (“CFO”), with immediate effect.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Jackie Marks departed as Chief Financial Officer at ALLIANCEBERNSTEIN 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

Source: SEC EDGAR

accession 0001109448-25-000016

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