Bernstein Private Wealth Management Welcomes New Leaders to Expand Their Growth in Strategic Regions

In a significant move to strengthen their presence in key markets, Bernstein Private Wealth Management, a unit of AllianceBernstein L.P., has welcomed two highly accomplished Managing Directors. Gregory Kadet will oversee the firm's operations in the Rocky Mountains, while Cecily Bolding will lead the Dallas, Texas office. This strategic hire reflects Bernstein's dedication to attracting seasoned wealth advisors as part of its ambitious growth strategy.

Vision for Growth

Rick Meyers, Executive Managing Director and Head of Client and Advisory Services, expressed his enthusiasm about the new appointments: "We are delighted to welcome Greg and Cecily to our team during this transformational phase for Bernstein. Our commitment to both organic and inorganic growth strategies is paramount, and with their leadership, we are excited to enhance our commitment to providing exceptional service to high-net-worth individuals."

The appointment of Kadet and Bolding is not simply about filling positions; it's about bolstering a service that caters specifically to high-net-worth and ultrahigh-net-worth clients. As wealth management becomes increasingly complex, the need for experienced advisors who understand the nuances and intricacies of managing wealth is more vital than ever.

Meet the New Managing Directors

Gregory Kadet

Based in Denver, Kadet brings over 30 years of wealth management experience to his role. Before joining Bernstein, he was the Managing Director and Market Head for Greater Florida at UBS in Tampa, where he led a diversified team of 350 professionals managing an impressive $50 billion in assets. His extensive experience in leading wealth advisor teams promises to add value to Bernstein's offerings in the Rocky Mountain region. A graduate of Arizona State University with a degree in finance, Kadet also holds numerous FINRA licenses including Series 3, 7, 9, 10, 63, and 65.

Cecily Bolding

On the other hand, Bolding boasts two decades of wealth management expertise and a strong track record in positioning high-net-worth families for long-term financial success. Previously, she was a Managing Director at Northern Trust, where she was responsible for the Dallas market. Bolding's experience includes not only advisory roles but also significant involvement in the nonprofit sector, engaging with high-net-worth donors and forming boards for various charitable organizations like Make-A-Wish North Texas. A native of the Dallas/Fort Worth area, she graduated from Texas AM University with business honors and also holds a Certified Financial Planner credential from Southern Methodist University.

Expanding Services and Market Reach

Bernstein’s push for growth aligns with its strategic focus announced earlier this year, which includes an emphasis on recruiting experienced advisors and selectively acquiring registered investment advisors (RIAs). The firm aims to bolster its ultrahigh-net-worth services, which have been significantly expanded since the introduction of their specialized service team in January 2024. This ongoing evolution is further demonstrated by the recent opening of Bernstein's new office in the Spiral at Hudson Yards, New York City—marking its one-year anniversary.

As of June 30, 2025, Bernstein manages $144 billion in assets, signifying its robust position in the wealth management sector. The addition of Kadet and Bolding is a testament to Bernstein's ambition to not just maintain but to amplify its impact in the financial landscape.

In conclusion, the onboarding of Gregory Kadet and Cecily Bolding at Bernstein Private Wealth Management signifies a bold step toward enhancing customer service and expanding market presence. As they navigate the complexities of wealth, their combined experience promises to place Bernstein in a dominant position in the evolving wealth management arena. With their leadership, clients can expect a continuation of the high standards Bernstein is known for, paired with innovative solutions tailored to their unique financial journeys.