Bernstein expands wealth management team with new hires

Core Insights - Bernstein Private Wealth Management has appointed Gregory Kadet and Cecily Bolding as managing directors in its private wealth offices in the Rocky Mountains and Dallas, Texas, to enhance its service to high-net-worth and ultrahigh-net-worth clients [1][5] Group 1: Leadership Appointments - Gregory Kadet has over 30 years of experience in wealth management and previously managed a team of 350 employees at UBS, overseeing more than $50 billion in assets [2] - Cecily Bolding brings two decades of experience in wealth management and previously served as managing director at Northern Trust, focusing on high-net-worth families in the Dallas market [3] Group 2: Strategic Expansion - The recruitment of Kadet and Bolding follows Bernstein's expansion of its ultrahigh-net-worth platform in January 2024, which includes the establishment of a dedicated service team [4] - Bernstein aims to grow its business through both organic and inorganic strategies, enhancing its advisor team to better serve clients [4][5] Group 3: Company Overview - Bernstein operates as a unit of AllianceBernstein, managing over $829 billion in assets as of June 30, 2025 [6]