Bernstein Private Wealth Management Strengthens Leadership Team
Bernstein Private Wealth Management Strengthens Leadership Team
- Firm Names Stephen Lewis and Adam Geist Co-Heads of local office -
Bernstein Private Wealth Management (a business segment of AllianceBernstein L.P.) has announced two significant promotions in its Houston office. Stephen Lewis is named as the Senior National Director, who will serve as Co-Head of the Houston office alongside Adam Geist, who has been appointed Managing Director and Co-Head. These appointments aim to fortify leadership in an essential market that has shown remarkable growth.
Adam Sansiveri, the Regional Senior Managing Director, expressed optimism about Houston's development as a leading market for wealth and innovation. He remarked, "By elevating leaders like Adam alongside our most seasoned talent like Steve, we are meeting the incredible growth we've achieved in Houston. Our commitment is to ensure Bernstein remains the wealth management firm of choice in the region. Steve and Adam embody Bernstein's spirit, with their deep industry knowledge and steadfast dedication. Their promotions affirm our long-term strategy to invest in exceptional talent and establish a leadership team that can adapt to the evolving demands of wealthy clients—including individuals, families, and institutions—on both local and national levels."
Lewis brings 24 years of experience in financial services. Joining Bernstein in 2002 as part of its original Houston team, he is set to lead firm-wide client experience initiatives while fostering community engagement and advising mentoring alongside Geist. His background includes a substantial period on the Global Sales team at GATX. Lewis holds a bachelor’s degree from Texas Christian University and has also served as an adjunct professor.
Reflecting on his extensive experience, Lewis stated, "Over my years in the Houston market, I have witnessed how our clients build wealth, leading to both opportunities and challenges. In my new role, I am excited to enhance our clients' experiences, strengthen our position in the marketplace, and propel our business strategy forward."
Adam Geist, with more than 20 years of experience, is set to lead the team of wealth advisors who serve high-net-worth and ultrahigh-net-worth clients. His role will center on business strategy and growth in Houston, having joined Bernstein in 2021 as a Wealth Advisor. Geist has an extensive background in leading advisory and leadership roles at prestigious financial institutions, including Goldman Sachs and Brown Brothers Harriman. He earned a Bachelor of Science from Washington and Lee University and an MBA from Owen Graduate School of Management.
Geist shared his enthusiasm regarding the new challenge, saying, "The growth and entrepreneurial spirit present in Houston energize me. Leading one of Bernstein's most successful and rapidly growing offices is a privilege. This success is a testament to our talented wealth advisors dedicated to serving our clients, and I look forward to steering the team as we assist families navigating complex wealth decisions."
As of June 30, 2025, Bernstein has amassed $144 billion in assets under management. The firm is recognized for advising ultrahigh-net-worth and high-net-worth clients on navigating the complexities that come with substantial wealth. Utilizing a holistic approach, Bernstein is distinguished for its ability to help clients during life's transitions with innovative research, sophisticated modeling, and leading investment solutions.
Bernstein, headquartered in Nashville, TN, operates as a business unit of AllianceBernstein, being one of the largest investment managers globally with coverage in major markets across 26 countries and jurisdictions, managing over $829 billion as of June 30, 2025.
Contact Information
Katrina Clay
Director of Communications and Public Relations
About Bernstein Private Wealth Management
Bernstein Private Wealth Management specializes in providing advice to clients with significant wealth, helping them manage the complexities that arise in wealth accumulation and preservation. The firm is known for its flexible, holistic approach complemented by innovative strategies and research. For further details, the firm can be reached by phone for inquiries, ensuring personal guidance and support.
Frequently Asked Questions
Who are the new leaders at Bernstein Private Wealth Management?
The new leaders are Stephen Lewis and Adam Geist, who have been appointed Co-Heads of the Houston office.
What are the roles of Stephen Lewis and Adam Geist?
Stephen Lewis serves as Senior National Director, focusing on client experience initiatives, while Adam Geist is the Managing Director, leading the wealth advisor team.
What is the current asset under management for Bernstein?
As of June 30, 2025, Bernstein has $144 billion in assets under management.
Where is Bernstein headquartered?
Bernstein is headquartered in Nashville, TN.
What is the main focus of Bernstein Private Wealth Management?
Bernstein focuses on advising ultrahigh-net-worth and high-net-worth clients, addressing the complexities of wealth management through a holistic approach.
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