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Oct 03, 2023

Equitable Holdings names new head of IR

Erik Bass joins from AllianceBernstein subsidiary Autonomous Research

New York-headquartered financial services company Equitable Holdings has named Erik Bass as its new head of investor relations, effective immediately.

Equitable Holdings, a financial services holding company with $887 bn in assets under management and administration, is composed of two complementary franchises: Equitable and AllianceBernstein.

In his new role, Bass reports to CFO Robin Raju, while also serving on the company’s operating committee. According to a company release announcing his appointment, Bass’primary responsibilities involve communicating the company’s strategy and financial performance to shareholders while expanding and nurturing relationships with investors and analysts.

Erik Bass, Equitable Holdings
Erik Bass, Equitable Holdings

Bass joins Equitable Holdings after a seven-year tenure with AllianceBernstein’s sell-side research subsidiary, Autonomous Research. During this time, he served as the lead US life insurance analyst and was also named US director of research, in which role he provided oversight across a wide spectrum of research domains.

‘Erik’s knowledge and ability to produce valuable, industry-specific insights will enhance our relationships with investors and the market,’ says Raju. ‘As a top analyst in our sector, Erik understands Equitable Holdings’ unique, integrated business model and his experience will help advance our growth strategy.’

Bass says he has been impressed with the firm’s strategy and execution since its IPO and looks forward to joining the business ‘at this pivotal time in its growth trajectory.’

Bass’ professional journey includes early experiences at JPMorgan, where he gained valuable insights into both private banking and equity research, and later at Citigroup, where he served as a US life insurance analyst.