Bernstein Private Wealth Management Appoints Ashley Velategui as Head of Wealth Strategies Group
Bernstein Private Wealth Management, a unit of AllianceBernstein (NYSE: AB), has appointed Ashley Velategui as the new head of its Wealth Strategies Group, effective May 9, 2025. Based in Seattle, Velategui will lead a team advising high and ultrahigh net worth clients on financial planning, philanthropy, and tax planning, reporting to Alex Chaloff, Head of Investments and Wealth Strategies.
With 18 years of experience at Bernstein and previously serving as National Director of Planning Research since 2023, Velategui brings significant expertise in estate and tax planning. She will oversee the $137 billion Bernstein platform, succeeding Tara Popernik, who is departing after a 20+ year career. Velategui holds a BA in Mathematics and Economics from Whitman College and a CFA® designation.
Bernstein Private Wealth Management, una divisione di AllianceBernstein (NYSE: AB), ha nominato Ashley Velategui nuovo responsabile del suo Wealth Strategies Group, con effetto dal 9 maggio 2025. Con sede a Seattle, Velategui guiderà un team che fornisce consulenza a clienti con patrimoni elevati e ultra elevati in ambito pianificazione finanziaria, filantropia e pianificazione fiscale, riportando ad Alex Chaloff, Responsabile degli Investimenti e delle Strategie Patrimoniali.
Con 18 anni di esperienza in Bernstein e precedentemente Direttore Nazionale della Ricerca Pianificatoria dal 2023, Velategui porta con sé una solida competenza nella pianificazione successoria e fiscale. Supervisionerà la piattaforma Bernstein da 137 miliardi di dollari, succedendo a Tara Popernik, che lascia dopo oltre 20 anni di carriera. Velategui è laureata in Matematica ed Economia presso il Whitman College e detiene la certificazione CFA®.
Bernstein Private Wealth Management, una unidad de AllianceBernstein (NYSE: AB), ha nombrado a Ashley Velategui como nueva directora de su Wealth Strategies Group, con efecto a partir del 9 de mayo de 2025. Con sede en Seattle, Velategui liderará un equipo que asesora a clientes con patrimonios altos y ultra altos en planificación financiera, filantropía y planificación fiscal, reportando a Alex Chaloff, Jefe de Inversiones y Estrategias de Patrimonio.
Con 18 años de experiencia en Bernstein y habiendo desempeñado previamente el cargo de Directora Nacional de Investigación de Planificación desde 2023, Velategui aporta una gran experiencia en planificación patrimonial y fiscal. Supervisará la plataforma Bernstein de 137 mil millones de dólares, sucediendo a Tara Popernik, quien se retira tras más de 20 años de carrera. Velategui tiene una licenciatura en Matemáticas y Economía por Whitman College y posee la certificación CFA®.
Bernstein Private Wealth Management는 AllianceBernstein(NYSE: AB)의 한 부서로, Ashley Velategui를 2025년 5월 9일부로 Wealth Strategies Group의 새로운 책임자로 임명했습니다. 시애틀에 본사를 둔 Velategui는 고액 및 초고액 자산 고객들에게 금융 계획, 자선 활동, 세금 계획에 관한 자문을 제공하는 팀을 이끌며, 투자 및 자산 전략 책임자인 Alex Chaloff에게 보고할 예정입니다.
18년의 경력을 보유한 Velategui는 2023년부터 국가 계획 연구 책임자로 활동해왔으며, 상속 및 세금 계획 분야에서 뛰어난 전문성을 갖추고 있습니다. 그녀는 1370억 달러 규모의 Bernstein 플랫폼을 총괄하며, 20년 이상 근무한 Tara Popernik의 뒤를 잇게 됩니다. Velategui는 Whitman College에서 수학 및 경제학 학사 학위를 받았으며 CFA® 자격증을 보유하고 있습니다.
Bernstein Private Wealth Management, une division d'AllianceBernstein (NYSE : AB), a nommé Ashley Velategui nouvelle responsable de son Wealth Strategies Group, à compter du 9 mai 2025. Basée à Seattle, Velategui dirigera une équipe conseillant des clients fortunés et très fortunés en planification financière, philanthropie et fiscalité, sous la direction d'Alex Chaloff, responsable des investissements et des stratégies patrimoniales.
Forte de 18 ans d'expérience chez Bernstein et précédemment directrice nationale de la recherche en planification depuis 2023, Velategui apporte une expertise notable en planification successorale et fiscale. Elle supervisera la plateforme Bernstein de 137 milliards de dollars, succédant à Tara Popernik, qui quitte après plus de 20 ans de carrière. Velategui est titulaire d'un BA en mathématiques et économie du Whitman College et d'une certification CFA®.
Bernstein Private Wealth Management, eine Einheit von AllianceBernstein (NYSE: AB), hat Ashley Velategui zum neuen Leiter der Wealth Strategies Group ernannt, wirksam ab dem 9. Mai 2025. Mit Sitz in Seattle wird Velategui ein Team führen, das vermögende und sehr vermögende Kunden in den Bereichen Finanzplanung, Philanthropie und Steuerplanung berät und direkt an Alex Chaloff, Leiter Investments und Wealth Strategies, berichtet.
Mit 18 Jahren Erfahrung bei Bernstein und zuvor als National Director of Planning Research seit 2023 bringt Velategui umfassende Expertise in Nachlass- und Steuerplanung mit. Sie wird die Bernstein-Plattform im Wert von 137 Milliarden US-Dollar betreuen und folgt auf Tara Popernik, die nach über 20 Jahren im Unternehmen ausscheidet. Velategui hat einen BA in Mathematik und Wirtschaftswissenschaften vom Whitman College und besitzt die CFA®-Qualifikation.
- Appointment of experienced internal candidate with 18 years at the firm
- Continuity in leadership with strong background in estate and tax planning
- Oversees substantial $137 billion wealth management platform
- Departure of veteran executive Tara Popernik after 20+ years
"Ashley is the natural choice for this important role at our firm," Chaloff stated. "Her extensive experience and dedication have been instrumental in driving the rapid growth of our West Coast markets. Ashley is a strong leader, trusted by both clients and advisors, and an essential member of the advisory team managing complex relationships. Her appointment will enable us to further accelerate our wealth strategy business and help our clients to achieve their wealth goals partnering with our wealth advisors nationwide."
With 18 years of experience at Bernstein, Ms. Velategui has been a key member of the Wealth Strategies Group, specializing in estate and tax planning. She joined the group in 2011 and most recently served as the National Director of Planning Research starting in 2023. In this role, she was responsible for overseeing the recruitment, training, and ongoing development of Bernstein's Wealth Strategies analyst team, as well as enhancing the firm's essential planning tool, the Wealth Forecasting System.
Velategui added, "I am excited about taking on this leadership role at Bernstein. The caliber of intellect across our Wealth Strategies team and Bernstein is unparalleled. I look forward to continuing to help grow our platform and working with our wealth advisors to help clients navigate the complexities that come with having significant wealth."
A native of
Tara Popernik, the former Head of Wealth Strategies, is leaving the firm to pursue another opportunity. Chaloff commented, "We express gratitude for Tara's contributions to Bernstein over her 20+ year career and for the success she has brought to clients. We wish Tara great success in the next chapter of her career and future endeavors."
About Bernstein Private Wealth Management
Bernstein Private Wealth Management advises ultrahigh- and high-net-worth clients on planning for—and living with—the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers by its expertise in navigating life's transitions through a holistic approach. A flexible process—paired with innovative research, sophisticated modeling, and cutting-edge investment solutions—also set Bernstein apart. Headquartered in Nashville, TN Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with offices in major world markets across 26 countries and jurisdictions and over
For additional information, visit Bernstein.com.
*As of March 31, 2025
Contact:
Katrina Clay
Director of Communications and Public Relations
katrina.clay@bernstein.com
Prosek Partners
Pro-bernstein@prosek.com
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SOURCE Bernstein Private Wealth Management
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