Lindsey Serrate appointed Global Tax Director at AllianceBernstein

 In AllianceBernstein, true partners, ubs

AllianceBernstein has announced that Lindsey Serrate has joined as Global Tax Director. In this role, Serrate will oversee all tax accounting, compliance and planning activities for the firm, which includes monitoring tax legislation, supervising outside tax advisors, responding to investor’s tax inquiries, overseeing transfer pricing strategy and providing guidance on optimal legal entity operating structures. Serrate will report to John Weisenseel, Chief Financial Officer and will be based in Nashville.

“We are very excited to have a tax professional of Lindsey’s caliber lead AB’s tax function globally from our corporate headquarters in Nashville. Lindsey has extensive experience in addressing tax issues related to asset managers and their complex strategies and investment vehicles, including alternatives, quantitative, multi-asset, private equity, partnerships and mutual funds,” said Weisenseel.

Serrate brings to AB 27 years of experience in public and industry accounting, specializing in asset management tax, investment fund and business tax risk consulting and tax compliance management. She joins AB from True Partners Consulting where she was a Managing Director and Partner Lead for its Flow-Through Practice. Prior to True Partners, Serrate spent nearly a decade at UBS as Head of Asset Management Tax where she was responsible for the tax risk and advisory function in the Americas.

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