Taking Muni Bonds to the Next Level: Where Cutting-Edge Tech and Fundamental Research Meet

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Speakers

Daryl Clements
SVP/Portfolio Manager
Alliance Bernstein

Daryl Clements is one of the portfolio managers responsible for overseeing the firm’s various municipal bond accounts. He joined AB in 2002 as a municipal credit research analyst, responsible for evaluating municipal issuers nationwide, with a particular focus on the transportation, public power and tobacco-backed bonds sectors. In 2006, Clements joined the portfolio-management team and became a member of the Tax-Exempt Fixed Income Investment Policy Group. Prior to joining the firm, he was an associate director for Financial Guaranty Insurance Company (FGIC) for six years, covering various issuers and sectors nationwide. For the five years prior to that, Clements was a research associate for Moody’s Investors Service, assigning ratings for the southwest region of the country and New York. He holds a BS in business, management and finance from Brooklyn College and an MBA in finance from Pace University. In 2008, he co-authored the “How to Analyze Airport Revenue Bonds” chapter in The Handbook of Municipal Bonds.

Jason Mertz
Product Manager—Municipals
Alliance Bernstein

Jason Mertz is the Product Manager for AB’s Municipal Bond Platform covering all 40 Act Mutual Funds and Separately Managed Account solutions. He works extensively with the firm’s portfolio-management team to monitor and communicate portfolio positioning and analysis to clients around the US. Prior to joining AB in 2016, Mertz worked at Blackrock as a Separately Managed Account analyst. He holds a BA in Finance and International Business from Muhlenberg College.

Jeff Reiss
SVP/National Sales Manager
Alliance Bernstein

Jeff Reiss joined AB in 2019 as a Senior Vice President and the Director of Sales for US Retail. Prior to that, he spent 23 years with Hartford Funds in various sales and leadership positions, including 10 years as the national sales manager. Reiss holds a BS in business administration from Kutztown University of Pennsylvania. He also holds FINRA Series 7, 24 and 63 licenses.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.