The $140 billion unit of AllianceBernstein aims to double its private wealth business in five to seven years through an aggressive inorganic growth strategy. Read more.
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"At age 56 now, I would say my definition of financial independence has changed a bit. If you asked me when I was 36, it would be very simple: the ability to pay my bills and to have enough assets to retire comfortably. At 56, and being on several charitable boards, making an impact on my community and leaving a legacy plays into my definition of financial independence. A lot of my clients have that same mentality. I think that financial independence should include some philanthropic legacy. That's the view of an older, and maybe a wiser, person."
