#United States #Houston #Wealth Management #Houston Office #Bernstein Management

Bernstein Private Wealth Management Elevates Leadership in Houston

On September 11, 2025, Bernstein Private Wealth Management, a division of AllianceBernstein L.P. (NYSE: AB), made significant strides in their Houston office by naming Stephen Lewis and Adam Geist to pivotal leadership positions. These appointments symbolize the firm's ongoing commitment to excellence in a city recognized for its emerging wealth and innovation landscape.

Adam Sansiveri, Regional Senior Managing Director at Bernstein, emphasized the significance of Houston as a leading market for wealth management. According to him, these strategic appointments not only highlight the impressive growth the firm has achieved but also demonstrate its readiness to meet the evolving demands of clients in the area. "By elevating leaders like Adam alongside seasoned professionals like Steve, we ensure that Bernstein remains the preferred wealth management firm in Houston, equipped with innovative strategies to address our clients' needs," Sansiveri remarked.

Stephen Lewis has been with Bernstein since 2002, making him one of the founding members of the Houston office. With 24 years of experience in the financial services sector, he has been a driving force in enhancing client experience at the firm. In his new role as Senior National Director and Co-Head of the Houston office, Lewis's responsibilities will expand to include advising on community engagement and business strategy, in addition to overseeing client experience initiatives. Lewis expressed his excitement about his new leadership role, stating, "Having witnessed firsthand how our clients navigate wealth complexities for over twenty years, I am committed to enhancing their experience and expanding our strong presence in the marketplace."

Adam Geist, a prominent figure in financial advisory circles, will serve as Managing Director and Co-Head alongside Lewis. With more than 20 years of industry experience, Geist joined Bernstein in 2021 as a Wealth Advisor and quickly progressed to Principal. Prior to Bernstein, he served in key roles at prestigious firms such as Goldman Sachs and City National Bank, giving him a wealth of expertise in managing high-net-worth and ultrahigh-net-worth clients. "Houston's phenomenal growth and entrepreneurial spirit are invigorating. I look forward to spearheading one of Bernstein's fastest-growing offices while continuing our tradition of excellence in client service," Geist said.

With $144 billion in assets under management as of June 30, 2025, Bernstein is well-positioned to continue thriving in this dynamic market. The firm prides itself on its ability to navigate the complexities associated with significant wealth through a comprehensive approach tailored to individual customer needs.

Bernstein Private Wealth Management specializes in advising high-net-worth clients on the intricate aspects of wealth management. Its distinguished reputation stems from its holistic methodology, which integrates innovative research and advanced investment solutions.

Headquartered in Nashville, TN, Bernstein is a unit of AllianceBernstein, which is one of the largest investment management firms globally, managing over $829 billion in assets across 26 countries. This extensive reach complements Bernstein's commitment to providing exceptional service and expertise in wealth management.

In conclusion, the dual appointments of Lewis and Geist represent a significant step forward for Bernstein in Houston, reinforcing its dedication to innovation and client success in the evolving landscape of wealth management. Their combined experience and leadership will be pivotal as the firm continues to build on its success in this competitive market.