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AllianceBernstein
(713) 204-7369
www.alliancebernstein.com

AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 25 countries, with more than 3,700 employees worldwide. They serve clients ranging from institutions to individuals and private clients, and they offer independent research, portfolio strategy and brokerage-related services tailored to clients’ unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors.

Robert Dietz

AllianceBernstein
Director, Wealth Strategies
robert.dietz@bernstein.com
(713) 204-7369

Professional Bio.

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Lisa Stone

AllianceBernstein
Financial Advisor, Pincipal
lisa.stone@bernstein.com
(713) 204-7369

Professional Bio.