Paul Robertson
27 Years at AB|25 Years of Experience
Paul Robertson is the Chief Investment Officer of AllianceBernstein’s Tax Managed Strategies team, a part of the Equities department. Paul leads the team that built and manages PaTH, a US equity index-driven tax loss harvesting strategy, which has $6B in assets under management. He joined the firm in 1998 as a research associate and became a research analyst in 2000. In 2004 Paul was appointed Senior Portfolio Manager and joined the Private Client Investment Policy Group. Between 2007 and 2009 he was also a member of an Alternative Investments team. In 2022, he was promoted to Senior National Director of Tax and Transition Strategies, which transformed into his current title. Prior to AllianceBernstein, he worked as a consultant for McKinsey & Co., Inc.; as a portfolio manager and quantitative analyst for Commonwealth Funds Management, an Australian funds manager; and as an economist for the Australian government. Paul earned a BA in economics from the University of Melbourne, a law degree from the Australian National University and an MBA from Cornell University.