Paul Robertson
CIO, Tax-Managed Strategies at AllianceBernstein
- Role
- Senior Vice President, CIO Tax-managed Strategies at AllianceBernstein
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Paul Robertson
Team leader: leads team that manages index driven tax loss harvesting strategies, and implements tax management overlays • Experienced: expertise in multiple asset classes, from research, to portfolio construction, and trading • Versatile: work with investment staff (analysts, portfolio managers, and traders), and advisors and clients • Diverse Contributions: build teams, participate in teams, develop talent, and lead problem solving efforts
Experience
Senior Vice President, CIO Tax-managed Strategies
Jan 2024 — Present
Leads team that manages index driven tax loss harvesting strategies, and implements tax management overlays across AllianceBernstein
Education
University of Melbourne
Bachelor of Commerce (B.Com.)
1985 — 1988
University of St.Gallen
Business
1995 — 1995
The Australian National University
Bachelor of Laws (LL.B.)
1989 — 1993
Cornell University - S.C. Johnson Graduate School of Management
MBA
1994 — 1996
Skills
- Portfolio Management
- Financial Modeling
- Fixed Income
- Wealth Management
- Hedge Funds
- Equities
- Strategy
- Asset Allocation
- Investment Strategies
- Investment Management
- Financial Advisory
- Investments
- Financial Analysis
- Series 7
- Asset Management
- Alternative Investments
- Portfolio Optimization
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.