Senior Vice President and Head of Fixed Income, SMA Solutions, AllianceBernstein
What is more personal than tax management? And when done effectively throughout the year, it can have a meaningful impact on client outcomes. It seems to be the case that no year will test that more than 2022. So how are firms and advisors approaching this, what are some of the tools and best practices available for creating personalized experiences for investors, and what techniques are being measured and having an ongoing dialogue about this? Whether it's more individualized tax management, client values expressed through direct index portfolios, or streamlining the management of portfolios to unique goals or circumstances - our panel will discuss challenges, and share some of their success stories and ideas for the path forward.
Gavin Romm is a senior vice president and head of Fixed Income SMA Solutions. He is responsible for the management and strategic growth of AB’s fixed-income SMA business. This includes the construction and ongoing evolution of AB’s deeply customized, technology-driven SMA investment platform delivering bespoke solutions to investors across a variety of commercial channels. Previously, Romm was a senior leader responsible for fixed-income technology and data initiatives, driving innovation through data science, analytics and automation to enhance AB’s investment decision-making capabilities. Prior to that, he was a portfolio manager and member of the high yield and high-income portfolio-management teams. Before joining AB in 2013, Romm was a fixed-income specialist at Bloomberg, where he developed and supported fixed-income cash bond and derivative analysis tools. He holds a Bachelor of Arts in economics with a minor in entrepreneurship from Trinity College and is a CFA charter holder.