Bernstein Private Wealth Management Elevates New Leadership in Houston with Dual Appointments After Record Growth
AllianceBernstein's (NYSE: AB) Bernstein Private Wealth Management unit announced key leadership changes in its Houston office, appointing Stephen Lewis as Senior National Director, Co-Head of Houston office and Head of National Client Experience, alongside Adam Geist as Managing Director and Co-Head.
Lewis, with 24 years of financial services experience and one of the Houston office's original founders in 2002, will oversee firmwide client experience initiatives while partnering with Geist on various strategic initiatives. Geist, bringing over 20 years of experience, joined Bernstein in 2021 and will lead the wealth advisor team serving high-net-worth clients.
The appointments come as Houston emerges as a leading market for wealth and innovation. Bernstein currently manages $144 billion in assets as of June 30, 2025.
AllianceBernstein (NYSE: AB)鈥攍a divisione Bernstein Private Wealth Management鈥攈a comunicato importanti cambiamenti nella leadership del suo ufficio di Houston, nominando Stephen Lewis Senior National Director, Co-Head dell'ufficio di Houston e Head of National Client Experience, e Adam Geist Managing Director e Co-Head.
Lewis, con 24 anni di esperienza nei servizi finanziari e tra i fondatori originali dell'ufficio di Houston nel 2002, supervisioner脿 le iniziative di experience per i clienti a livello aziendale e collaborer脿 con Geist su varie iniziative strategiche. Geist, con oltre 20 anni di esperienza, 猫 entrato in Bernstein nel 2021 e guider脿 il team di consulenti patrimoniali dedicato ai clienti high-net-worth.
Le nomine arrivano mentre Houston si afferma come mercato di riferimento per ricchezza e innovazione. Bernstein gestisce attualmente $144 billion di asset al 30 giugno 2025.
AllianceBernstein (NYSE: AB), a trav茅s de su unidad Bernstein Private Wealth Management, anunci贸 cambios clave en el liderazgo de su oficina en Houston, nombrando a Stephen Lewis Senior National Director, Co-Head de la oficina de Houston y Head of National Client Experience, junto a Adam Geist como Managing Director y Co-Head.
Lewis, con 24 a帽os de experiencia en servicios financieros y uno de los fundadores originales de la oficina de Houston en 2002, supervisar谩 las iniciativas de experiencia de cliente a nivel de la firma y colaborar谩 con Geist en diversas iniciativas estrat茅gicas. Geist, con m谩s de 20 a帽os de experiencia, se incorpor贸 a Bernstein en 2021 y liderar谩 el equipo de asesores patrimoniales que atiende a clientes de alto patrimonio.
Los nombramientos se producen en un momento en que Houston se posiciona como un mercado destacado para la riqueza y la innovaci贸n. Bernstein gestiona actualmente $144 billion en activos a 30 de junio de 2025.
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AllianceBernstein (NYSE: AB), via sa division Bernstein Private Wealth Management, a annonc茅 des changements importants dans la direction de son bureau de Houston, nommant Stephen Lewis Senior National Director, Co-Head du bureau de Houston et Head of National Client Experience, aux c么t茅s de Adam Geist en tant que Managing Director et Co-Head.
Lewis, l'un des fondateurs initiaux du bureau de Houston en 2002, poss猫de 24 ans d'exp茅rience dans les services financiers et supervisera les initiatives d'exp茅rience client au niveau de la firme tout en collaborant avec Geist sur diverses initiatives strat茅giques. Geist, fort de plus de 20 ans d'exp茅rience, a rejoint Bernstein en 2021 et dirigera l'茅quipe de conseillers en patrimoine au service des clients fortun茅s.
Ces nominations interviennent alors que Houston s'affirme comme un march茅 de premier plan pour la richesse et l'innovation. Bernstein g猫re actuellement $144 billion d'actifs au 30 juin 2025.
AllianceBernstein (NYSE: AB)s Bernstein Private Wealth Management-Einheit hat personelle Ver盲nderungen in ihrem B眉ro in Houston bekanntgegeben: Stephen Lewis wird Senior National Director, Co-Head des Houston-B眉ros und Head of National Client Experience, neben Adam Geist, der als Managing Director und Co-Head berufen wurde.
Lewis, einer der urspr眉nglichen Gr眉nder des Houston-B眉ros im Jahr 2002, verf眉gt 眉ber 24 Jahre Erfahrung im Finanzdienstleistungsbereich und wird unternehmensweite Ma脽nahmen zur Kundenerfahrung leiten und gemeinsam mit Geist verschiedene strategische Initiativen vorantreiben. Geist, mit mehr als 20 Jahren Erfahrung, kam 2021 zu Bernstein und wird das Beraterteam f眉r verm枚gende Kunden f眉hren.
Die Ernennungen erfolgen, w盲hrend sich Houston als f眉hrender Markt f眉r Verm枚gen und Innovation etabliert. Bernstein verwaltet derzeit $144 billion an Verm枚genswerten zum 30. Juni 2025.
- Strategic leadership strengthening in one of their fastest-growing offices
- Appointment of experienced leaders with combined 44+ years of financial industry expertise
- Strong assets under management of $144 billion as of June 2025
- None.
- Firm Names Stephen Lewis and Adam Geist Co-Heads of local office -
"
Lewis is a seasoned leader with 24 years of financial services experience. He began his career at Bernstein in 2002 as one of the original founders of the
Lewis added, "Having been part of the
Geist brings over 20 years of experience to his new leadership role. As Managing Director, he will spearhead the team of wealth advisors serving high-net-worth and ultrahigh-net-worth clients, help lead business strategy and drive the firm's growth in
Geist commented, "I am energized by the incredible growth and entrepreneurial spirit that defines
Bernstein has
About Bernstein Private Wealth Management
Bernstein Private Wealth Management advises ultrahigh- and high-net-worth clients on planning for鈥攁nd living with鈥攖he complexities that come with significant wealth. Bernstein is distinguished among major wealth managers by its expertise in navigating life's transitions through a holistic approach. A flexible process鈥攑aired with innovative research, sophisticated modeling, and cutting-edge investment solutions鈥攁lso set Bernstein apart. Headquartered in
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