Matheny will be responsible for servicing existing institutional clients and for supporting the growth of the firm’s defined contribution (DC) business. She will report to Ray Decker, who leads AllianceBernstein’s client relationship management efforts for institutional DC clients as managing director. In her new role, Matheny will focus on servicing and growing the firm’s $20 billion client base of customized target-date and lifetime income strategies.
“Given the importance of the DC business to our firm, we’ve made several enhancements to strengthen and support the team and bringing on Roberta is one of them,” says Dick Davies, senior managing director of AllianceBernstein’s DC business and co-head of North American Institutions, who is based in New York. “Roberta brings a deep understanding of retirement plan services and she will be an integral part of our efforts to build on our success in customized retirement solutions and lifetime income.”
Matheny joins AllianceBernstein from J.P. Morgan Chase & Co, where she was most recently a client adviser for Retirement Plan Services, responsible for managing large and mega corporate client relationships totaling more than $4.6 billion in retirement plan assets. Prior that role, she held various senior roles at J.P. Morgan Chase & Co, including vice president of Institutional Asset Management Sales for J.P. Morgan Fleming Asset Management Group.
Matheny graduated from Queens University in Charlotte, North Carolina, with a bachelor’s of business administration.