AllianceBernstein taps Serrate as global tax director

AllianceBernstein LP has named Lindsey Serrate as a global tax director. Previously, Serrate worked at True Partners Consulting.


NASHVILLE, Feb. 4, 2019 /PRNewswire/ — AllianceBernstein L.P (“AB”), a leading global investment management firm, today announced Lindsey Serrate has joined as Global Tax Director. In this role, Serrate will oversee all tax accounting, compliance and planning activities for the firm, which includes monitoring tax legislation, supervising outside tax advisors, responding to investor’s tax inquiries, overseeing transfer pricing strategy and providing guidance on optimal legal entity operating structures. Serrate will report to John Weisenseel, Chief Financial Officer and will be based in Nashville.

“We are very excited to have a tax professional of Lindsey’s caliber lead AB’s tax function globally from our corporate headquarters in Nashville. Lindsey has extensive experience in addressing tax issues related to asset managers and their complex strategies and investment vehicles, including alternatives, quantitative, multi-asset, private equity, partnerships and mutual funds,” said Weisenseel.

Serrate brings to AB 27 years of experience in public and industry accounting, specializing in asset management tax, investment fund and business tax risk consulting and tax compliance management. She joins AB from True Partners Consulting where she was a Managing Director and Partner Lead for its Flow-Through Practice. Prior to True Partners, Serrate spent nearly a decade at UBS as Head of Asset Management Tax where she was responsible for the tax risk and advisory function in the Americas. She previously held senior tax manager positions at Deloitte Tax, Arthur Andersen and Coleman, Joseph, Jaffe, Flax & Stuart.

About AllianceBernstein
AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private wealth clients in major world markets.

As of December 31, 2018, including both the general partnership and limited partnership interests in AllianceBernstein, AllianceBernstein Holding owned approximately 35.6% of AllianceBernstein and AXA Equitable Holdings, Inc. (“EQH”), directly and through various subsidiaries, owned an approximate 65.2% economic interest in AllianceBernstein.

Additional information about AB may be found on our website,