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Paul Robertson

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Paul Robertson

Senior Vice President, CIO Tax-Managed Strategies | AllianceBernstein

New York, New York, United States

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Paul Robertson

Summary

Paul Robertson is a seasoned financial executive with a strong background in tax-managed investment strategies. Currently serving as the Chief Investment Officer at AllianceBernstein, he leads a team specializing in index-driven tax loss harvesting strategies. With over two decades of experience in portfolio management and strategic investment, Paul has a proven track record in enhancing client account performance and developing innovative financial solutions. His diverse experience spans multiple asset classes and includes significant roles in both corporate and consulting environments. Paul is also dedicated to mentoring and developing talent within the financial sector. He holds advanced degrees from prestigious institutions, including an MBA from Cornell University and a Bachelor of Laws from The Australian National University. His publications reflect his thought leadership in the investment community, particularly in tax management and portfolio strategy.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Paul Robertson

Work Experience

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Senior Vice President, CIO Tax-Managed Strategies at

AllianceBernstein

January 2024 - Present

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Senior Vice President, Senior Investment Strategist at

Bernstein Global Wealth Management

January 2004 - Present

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Buy Side Global Media Analyst at

Bernstein Value Equities

January 1998 - January 2004

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Associate at

McKinsey & Company Inc

January 1996 - January 1997

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Paul Robertson

Education

Cornell University - S.C. Johnson Graduate School of Management, Mba

January 1994 - January 1996

University of St.Gallen

January 1995 - January 1995

Australian National University, Bachelor Of Laws (Ll.B.)

January 1989 - January 1993

The University of Melbourne, Bachelor Of Commerce (B.Com.)

January 1985 - January 1988

Frequently Asked Questions about Paul Robertson

What is Paul Robertson email address?

Paul Robertson's primary email address is **************@bernstein.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Paul Robertson work for?

Paul Robertson is a Senior Vice President, CIO Tax-Managed Strategies at AllianceBernstein, a company specializing in Security brokers & dealers.

Where Paul Robertson graduated from?

Paul Robertson holds a degree in from Cornell University - S.C. Johnson Graduate School of Management.

How can I directly contact Paul Robertson?

To contact Paul Robertson directly, you can use the email address **************@bernstein.com. Complete contact information is available upon registration with Muraena.

Is Paul Robertson an immigrant?

Yes, Paul Robertson is an immigrant and currently based in United States

Who is Paul Robertson?

Paul Robertson is a seasoned financial executive with a strong background in tax-managed investment strategies. Currently serving as the Chief Investment Officer at AllianceBernstein, he leads a team specializing in index-driven tax loss harvesting strategies. With over two decades of experience in portfolio management and strategic investment, Paul has a proven track record in enhancing client account performance and developing innovative financial solutions. His diverse experience spans multiple asset classes and includes significant roles in both corporate and consulting environments. Paul is also dedicated to mentoring and developing talent within the financial sector. He holds advanced degrees from prestigious institutions, including an MBA from Cornell University and a Bachelor of Laws from The Australian National University. His publications reflect his thought leadership in the investment community, particularly in tax management and portfolio strategy.

Paul`s contact details

mail

**************@bernstein.com

**************@alliancebernstein.com

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