Bernstein Private Wealth Management appoints Ashley Velategui as head of the asset strategy group

NEW YORK And SEATTLEPresent May 12, 2025 / Prnewswire/ – Bernstein Private Wealth Management (Bernstein), a unit of Alliancebernstein LP (NYSE: AB), announced today the appointment of Ms. Ashley Velatategui, which the head of the head of the head of his wealth strategy group effective on May 9, 2025. Philanthropy, income and estate tax planning as well as the implementation of these plans. Based in Seattle, WashingtonMs. Velategui will report Alex Chaloff, head of investments and asset strategies 137 billion US dollars Amber platform since 2023.

“Ashley is the natural choice for this important role in our company,” said Chaloff. “Your extensive experience and your commitment were significantly involved in promoting the rapid growth of our western coast markets. Ashley is a strong leader who is familiar with both customers and consultants, and an essential member of the advisory team that manages complex relationships. to reach.

With 18 years of experience in Bernstein, Ms. Velategui was a key member of the WEALTH Strategies Group, which specializes in estate and tax planning. She joined the group in 2011 and was last worked as a National Director of Planning Research from 2023. In this role, she was responsible for monitoring the recruitment, training and continuous development of the asset strategy of Bernstein's asset strategies and the improvement of the company's essential planning instrument, the wealth forecast system.

Velategui added: “I look forward to taking on this leadership role at Bernstein. The caliber of the intellect in our team of WEATTH Strategies and Bernstein is unprecedented. I look forward to continuing to expand our platform and work with our financial advisors in order to navigate customers in order to achieve complexity with significant prosperity.”

A native of Seattle, WashingtonMs. Velategui has a BA in mathematics and economy of Whitman College and Chartered Financial Analyst (CFA®) Description of the CFA institute.

Tara Popernik, the former head of asset strategies, leaves the company to take another opportunity. Chaloff commented: “We thank Tara's contributions to Bernstein about her over 20 -year career and for the success she brought to customers. We wish Tara a great success in the next chapter of her career and future efforts.”

About amber private wealth management

Bernstein Private Wealth Management advises to plan and live the complexity that goes hand in hand with considerable prosperity. Bernstein differs among the most important asset managers in his specialist knowledge in order to navigate the transitions of life through a holistic approach. A flexible process that is paired with innovative research, sophisticated modeling and state -of -the -art investment solutions is characterized. TN Bernstein has its headquarters in Nashville and is a business unit of Alliancebernstein, which is one of the largest investment managers in the world, with offices in large world markets in 26 countries and jurisdiction and over 785 billion US dollars In assets in management.

For more information, see Bernstein.com.

*March 31, 2025

Contact:

Katrina Clay
Director of Communication and Public Relations
katrina.clay@bernstein.com

ProSek partner
Pro-bernstein@prosek.com

Show original content:

Source Bernstein Private Wealth Management