Business
Bernstein Private Wealth Management Appoints Kim Mustin to Lead Fast-Growing Business Owner Segment
Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the appointment of Kim Mustin to an expanded national leadership role overseeing the firm's fast-growing Business Owner segment. This strategic initiative reflects Bernstein's commitment to helping private business owners navigate the complexities of selling and monetizing their companies. Alongside these new responsibilities, Mustin will continue to oversee Bernstein's 401(k) and Cash B
About this update from Alliancebernstein Holding L.p.
[{"type":"text","content":"― Expanded Leadership Role Highlights Firm's Strategic Commitment to Entrepreneurial Clients ―","length":98,"tagName":"p","attribs":{}},{"type":"text","content":"― 75% of Bernstein's Wealth Advisors Serve Business Owners ―","length":64,"tagName":"p","attribs":{}},{"type":"text","content":"― New Business Growth Accelerates, with Q1 2026 Run Rate Over 30% of Full-Year 2025 ―","length":85,"tagName":"p","attribs":{}},{"type":"text","content":"NEW YORK, March 31, 2026 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the appointment of Kim Mustin to an expanded national leadership role overseeing the firm's fast-growing Business Owner segment. This strategic initiative reflects Bernstein's commitment to helping private business owners navigate the complexities of selling and monetizing their companies. Alongside these new responsibilities, Mustin will continue to oversee Bernstein's 401(k) and Cash Balance offerings and serve as Co-Senior Managing Director of the New York Region, reporting to Rick Meyers, Head of Client Service and Advisory.","length":702,"tagName":"p"},{"type":"text","content":""I am thrilled to congratulate Kim on this well-deserved expansion of her role," said Meyers. "Her proven track record of building successful teams and delivering results for entrepreneurs and private equity clients makes her the ideal leader to grow and scale this platform. Bernstein's approach to serving business owners is truly distinctive and with Kim at the helm, we are confident we will continue to remain a trusted, long-term partner to one of our fastest-growing client segments nationwide."","length":526,"tagName":"p"},{"type":"text","content":"In her enhanced role, Mustin will spearhead Bernstein's strategy to integrate insights across the firm's business owner ecosystem, delivering a holistic approach to both business and personal wealth planning needs for founders. This leadership expansion underscores Bernstein's commitment to its Business Owner segment, where 75% of its Wealth Advisors serve business owners. The firm also offers retirement services to mid-sized business owners and private equity firms. By integrating these capabilities, Bernstein is positioned to provide founders with a seamless,...