AllianceBernstein Holding L.P. filed SEC Form 8-K: Leadership Update, Financial Statements and Exhibits
$AB
Investment Managers
Finance
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): March 12, 2025
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Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
AllianceBernstein Appointment of Thomas Simeone as Chief Financial Officer
On March 12, 2025, AllianceBernstein L.P. (“ABLP”) and AllianceBernstein Holding L.P. (together with ABLP, “AB”) appointed Thomas Simeone, age 47, as Chief Financial Officer (“CFO”), with immediate effect. Mr. Simeone has been serving as AB’s Controller and Chief Accounting Officer since 2023 and has been employed by AB since 2004 holding various accounting and finance positions. Simultaneously, AB mutually agreed to a separation with Ms. Jackie Marks, AB’s CFO since March 1, 2024, effective March 12, 2025. Ms. Mark’s departure is not related to any accounting or other dispute, and she will receive a standard severance package, which includes salary continuation for 6 months and a portion of her 2025 incentive compensation.
In addition, AB appointed Ms. Alexis Luckey, age 42, to the position of Chief Accounting Officer. She will also retain her role as AB’s Director of Financial Reporting for which she has served in for the past 5 and a half years. Prior to joining AB, she spent a combined 9 years at Ernst & Young in their assurance practice and at Tractor Supply Company in Financial Reporting.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits.
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SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
ALLIANCEBERNSTEIN HOLDING L.P. | |||||||||||
| Dated: March 12, 2025 | By: | /s/ Mark Manley | |||||||||
| Mark Manley Corporate Secretary | |||||||||||