---
schema_version: "secwatch.filing_event.v1"
accession: "0001109448-25-000016"
form_type: "8-K"
ticker: null
cik: "0001109448"
company_name: "ALLIANCEBERNSTEIN L.P."
filed_at: "2025-03-12T23:59:59+00:00"
generated_at: "2026-05-24T22:01:02.866488+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# AllianceBernstein appoints Thomas Simeone CFO; Jackie Marks departs March 12

## Summary
- 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.

## SEC filing metadata
- accession: 0001109448-25-000016
- form_type: 8-K
- cik: 0001109448
- company_name: ALLIANCEBERNSTEIN L.P.
- filed_at: 2025-03-12T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1109448/000110944825000016/0001109448-25-000016-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1109448/000110944825000016/ab-20250312.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001109448-25-000016
- JSON: https://secwatch.observer/filing/0001109448-25-000016.json
- Plain text: https://secwatch.observer/filing/0001109448-25-000016.txt

## Key facts
- Executive change
  Alexis Luckey was appointed as Chief Accounting Officer at ALLIANCEBERNSTEIN L.P..
  - Action: appointed
  - Role: Chief Accounting Officer
  source text: In addition, AB appointed Ms. Alexis Luckey, age 42, to the position of Chief Accounting Officer.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1109448/000110944825000016/0001109448-25-000016-index.htm
- Executive change
  Thomas Simeone was appointed as Chief Financial Officer at ALLIANCEBERNSTEIN L.P..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1109448/000110944825000016/0001109448-25-000016-index.htm
- Executive change
  Jackie Marks departed as Chief Financial Officer at ALLIANCEBERNSTEIN L.P..
  - Action: separated
  - Role: Chief Financial Officer
  source text: Simultaneously, AB mutually agreed to a separation with Ms. Jackie Marks, AB’s CFO since March 1, 2024, effective March 12, 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1109448/000110944825000016/0001109448-25-000016-index.htm

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