Bernstein Private Wealth Management Elevates New Leadership in Houston with Dual Appointments After Record Growth

Core Insights - Bernstein Private Wealth Management has appointed Stephen Lewis as Senior National Director and Co-Head of the Houston office, and Adam Geist as Managing Director and Co-Head of the Houston office, reflecting the firm's commitment to leadership in a key market [1][2][4] Leadership Appointments - Stephen Lewis has 24 years of financial services experience and was one of the original founders of the Houston office in 2002. He will focus on client experience initiatives and partner with Geist on various strategic initiatives [2][3] - Adam Geist brings over 20 years of experience and will lead the team of wealth advisors serving high-net-worth clients, focusing on business strategy and growth in Houston. He joined Bernstein in 2021 and has held roles at several leading financial firms [3][4] Market Position and Strategy - Houston is recognized as a leading market for wealth and innovation, and Bernstein aims to enhance its position through innovative leadership and a commitment to client service [2][4] - Bernstein has $144 billion in assets under management as of June 30, 2025, and is part of AllianceBernstein, which manages over $829 billion globally [4][5]