AB Bernstein
Emily Swann, CFA has a diverse work experience in the financial industry. Emily started their career as a Market and Customer Analysis Intern at First Analysis in 2011. In 2012, they interned as a Business Development Intern in the Mid-Market Sales Practice at CEB, now Gartner. Emily then joined AB Bernstein in 2014, starting as an Associate Officer in the Private Wealth Management division. Over the years, they steadily progressed through various roles, including Assistant Vice President, Vice President and Senior Manager. Currently, Emily holds the position of Vice President and Director, specifically focusing on Ultra-High Net Worth Growth & Innovation Initiatives.
Emily Swann, CFA earned their Bachelor of Science (BS) degree in Business and Enterprise Management from Wake Forest University from 2009 to 2013. During their time at Wake Forest, they also pursued minors in Spanish and Entrepreneurship. In 2011, they studied at St. Louis University in Madrid, Spain, and in 2010, they attended ULACIT (The Latin American University of Science and Technology) in San Jose, Costa Rica. Emily Swann also holds the CFA Charterholder certification from the CFA Institute.
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AB Bernstein
Bernstein is widely recognized as Wall Street's premier sell-side research and brokerage firm, with a global equity trading platform that spans the U.S., Europe, and Asia. Our firm was founded in the U.S. in 1967 and in the U.K. in 1999. Our research and trading capabilities are sought out by leading investment managers around the world, and we are annually ranked at the top of our industry by acknowledged arbiters. In independent surveys of major institutional clients, Bernstein's research is ranked #1 for overall quality, industry knowledge, most trusted, best detailed financial analysis, major company studies, most useful valuation frameworks and best original research. In Institutional Investor’s latest annual client survey, the leading survey by which research analysts in our industry are evaluated, over 90% of our U.S. analysts and the majority of our European Analysts were recognized as among the best in their respective fields – more than any other firm in our industry. We began operations in Hong Kong in 2010, and now cover a range of sectors across Asia. Our European research team is also home to Extel's #1-ranked analyst across Europe. In April 2019 we acquired Autonomous Research, a highly regarded global financial services independent research firm. The combination of Bernstein and Autonomous solidifies our standing as the largest global independent research firm. Research has always been Bernstein's calling card. The brand is defined by our renowned Blackbooks, known for their unbiased, in-depth company and industry forecasts. We have a community of Research Analysts who are acknowledged thought leaders that typically have many years of experience in the industries they cover. Our reputation is for the very highest caliber of independent and disciplined investment and industry analysis. We are a wholly-owned subsidiary of our buy-side parent, AB.