TAMPA, Fla.--(BUSINESS WIRE)--Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (AB), announced today that Joel Stevens has returned to Tampa to lead its regional office.
Stevens, a Senior Managing Director, will be responsible for overseeing Bernstein’s Tampa-based private client operations and growth of the business in the region, which includes Tampa-St. Petersburg-Sarasota, Orlando, Jacksonville, and Naples.
“Tampa has consistently been an area of opportunity since we opened our office nearly 20 years ago, and we are very excited about the growth and wealth momentum taking place in the region. With a strong multi-generational foundation, today Tampa is one of the fastest evolving markets in the country for wealth creation driven by its ability to attract entrepreneurs, business owners and younger professionals,” said David Barnard, Head of Private Wealth Management. “Joel, as an accomplished leader and the original founder of the Tampa office, has deep roots in the local community, and is passionate about helping individuals and institutions navigate the complexities that come with prudently managing wealth.”
Bringing more than three decades of industry experience, Joel’s passion, expertise and insights will benefit high-net-worth individuals and families, executives, business owners and institutions as it relates to discovering, defining and implementing investment plans that connect emotionally with their beliefs and objectives.
“Opening Bernstein’s Tampa office in 2004 taught me a great deal about leadership and cultivating a relentless yet collaborative culture. It helped me learn to communicate with impact, inspire a clear vision for change and motivate professionals at all levels. I’m excited to be back in Tampa to build on and expand the office’s strong foundation. The number one asset of a company like ours is its people, and I aspire to enhance the culture, growth, diversity and inclusion of our Tampa office,” said Stevens.
Stevens joined Bernstein in 1994 as an Associate in West Palm Beach and was a top Advisor from 1997 to 2003. He served as Managing Director of the Tampa office from 2004 to 2007 until he became a Senior Managing Director in the southeast, responsible for the firm’s private client practice across the region, from 2008 to 2010. Prior to today’s appointment, Stevens most recently served as Senior Managing Director, overseeing the firm’s New York private wealth operations. He holds a BS in applied economics from Cornell University, where he serves as a Cornell Externship Program host, while being in his second term as a Class of 1991 Officer.
Joel and his wife Jennifer live in South Tampa and enjoy traveling to spend time with their children Jacob (Boston), age 24, and Jane (New York), age 21. Joel is passionate about the community and has quickly and meaningfully become involved with the Positive Coaching Alliance (Board member), The First Tee of Tampa Bay (Board member) and Meals on Wheels (Sustainer).
Founded more than 50 years ago, Bernstein Private Wealth Management, a unit of AllianceBernstein L.P. (AB), provides investment planning advice and services to individuals, families, endowments, foundations, and other financial guardians, so that they can reach their long-term investment objectives. Our global research enables us to customize a portfolio that suits any investment goal, income need, tax situation or tolerance for risk. The firm managed $86 billion in assets as of March 31, 2020. For more information, visit www.Bernstein.com.
AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private wealth clients in major world markets.
As of March 31, 2020, including both the general partnership and limited partnership interests in AllianceBernstein, AllianceBernstein Holding owned approximately 35.9% of AllianceBernstein, and Equitable Holdings, Inc. (“EQH”), directly and through various subsidiaries, owned an approximate 64.9% economic interest in AllianceBernstein.
Additional information about AB may be found on our website, www.AllianceBernstein.com.