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Paul Robertson
Paul Robertson
Senior Vice President, CIO Tax-Managed Strategies | AllianceBernstein
New York, New York, United States
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.
Paul Robertson
Work Experience
Senior Vice President, CIO Tax-Managed Strategies at
AllianceBernstein
January 2024 - Present
Senior Vice President, Senior Investment Strategist at
Bernstein Global Wealth Management
January 2004 - Present
Buy Side Global Media Analyst at
Bernstein Value Equities
January 1998 - January 2004
Associate at
McKinsey & Company Inc
January 1996 - January 1997
Paul Robertson
Education
Cornell University - S.C. Johnson Graduate School of Management, Mba
January 1994 - January 1996
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
**************@bernstein.com
**************@alliancebernstein.com
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