Bernstein Private Wealth Management Hires Top Industry Talent to Accelerate Growth in Priority Regions

Core Insights - Bernstein Private Wealth Management has appointed Gregory Kadet and Cecily Bolding as Managing Directors to enhance its growth strategy in the Rocky Mountains and Dallas, TX markets [1][2][3] - The firm aims to attract experienced wealth advisors and expand its ultrahigh-net-worth client base through both organic and inorganic growth strategies [2][3] Leadership Appointments - Gregory Kadet brings over 30 years of wealth management experience, previously managing over $50 billion in assets at UBS and leading a team of 350 employees [2][3] - Cecily Bolding has two decades of experience in wealth management, previously serving as Managing Director at Northern Trust and focusing on multi-generational wealth strategies [3] Growth Strategy - Bernstein's inorganic growth plans include recruiting experienced wealth advisors and selectively acquiring registered investment advisors (RIAs) [3] - The firm has expanded its ultrahigh-net-worth platform and celebrated the one-year anniversary of its new office in Hudson Yards, New York City, which opened in September 2024 [3] Company Overview - Bernstein Private Wealth Management specializes in advising ultrahigh- and high-net-worth clients, utilizing a holistic approach to navigate the complexities of significant wealth [4] - As of June 30, 2025, Bernstein manages $144 billion in assets, while its parent company, AllianceBernstein, manages over $829 billion globally [4]