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

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AllianceBernstein's (NYSE: AB) Bernstein Private Wealth Management unit announced key leadership changes in its Houston office, appointing Stephen Lewis as Senior National Director, Co-Head of Houston office and Head of National Client Experience, alongside Adam Geist as Managing Director and Co-Head.

Lewis, with 24 years of financial services experience and one of the Houston office's original founders in 2002, will oversee firmwide client experience initiatives while partnering with Geist on various strategic initiatives. Geist, bringing over 20 years of experience, joined Bernstein in 2021 and will lead the wealth advisor team serving high-net-worth clients.

The appointments come as Houston emerges as a leading market for wealth and innovation. Bernstein currently manages $144 billion in assets as of June 30, 2025.

Positive

• Strategic leadership strengthening in one of their fastest-growing offices
• Appointment of experienced leaders with combined 44+ years of financial industry expertise
• Strong assets under management of $144 billion as of June 2025

Negative

• None.

- Firm Names Stephen Lewis and Adam Geist Co-Heads of local office -

HOUSTON, Sept. 11, 2025 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced two key leadership promotions in its Houston office: Stephen Lewis has been named Senior National Director, Co-Head of the Houston office and Head of National Client Experience, and Adam Geist has been named Managing Director and Co-Head of the Houston office. Their appointments reinforce the firm's commitment to top leadership in a strategically important market.

"Houston continues to emerge as one of the leading markets for wealth and innovation," said Adam Sansiveri, Regional Senior Managing Director at Bernstein. "By elevating leaders like Adam alongside our most seasoned talent like Steve, we are meeting the incredible growth we've achieved in Houston with the innovative and proven leadership it will take to ensure that Bernstein continues to be the wealth management firm of choice in the region. Steve and Adam represent the best of Bernstein with their deep industry knowledge, experience and unwavering commitment to success. Their leadership and well-deserved promotions reflect our long-term strategy of investing in talent and building a leadership team that can meet the evolving needs of wealthy individuals, families and institutions locally and nationally."

Lewis is a seasoned leader with 24 years of financial services experience. He began his career at Bernstein in 2002 as one of the original founders of the Houston office. As a Senior National Director, he will continue to be responsible for firmwide client experience initiatives. In addition, he will take on leadership in Houston partnering with Geist on advisor mentoring, community engagement, culture, business strategy and growth initiatives. Prior to joining Bernstein, he spent seven years on the Global Sales team at GATX. Lewis earned a bachelor's degree from Texas Christian University as well as performing as an adjunct professor.

Lewis added, "Having been part of the Houston market for more than two decades—including helping to launch this office—I've seen firsthand how our clients have built their wealth and how that wealth creates both opportunity and complexity. In my new role, I look forward to continuing to enhance our clients' experience, expanding our already prominent position in the marketplace and helping to drive the strategy of our business forward."

Geist brings over 20 years of experience to his new leadership role. As Managing Director, he will spearhead the team of wealth advisors serving high-net-worth and ultrahigh-net-worth clients, help lead business strategy and drive the firm's growth in Houston. Geist joined Bernstein in 2021 as a Wealth Advisor and quickly earned the designation of Principal. Before that, he served in both advisory and leadership roles at leading financial services firms, including Goldman Sachs, City National Bank, and Brown Brothers Harriman. He began his career at Bank of America as an analyst. Geist earned a Bachelor of Science from Washington and Lee University and holds an MBA from Owen Graduate School of Management.

Geist commented, "I am energized by the incredible growth and entrepreneurial spirit that defines Houston. It is an honor to lead one of Bernstein's most successful and fastest-growing offices in the country. This success has been built by our incredibly talented wealth advisors in Houston with an unwavering commitment to serving clients, and I look forward to leading the team as we continue to serve as the trusted partner for families navigating complex wealth decisions."

Bernstein has $144 billion in assets under management as of June 30, 2025.

About Bernstein Private Wealth Management

Bernstein Private Wealth Management advises ultrahigh- and high-net-worth clients on planning for—and living with—the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers by its expertise in navigating life's transitions through a holistic approach. A flexible process—paired with innovative research, sophisticated modeling, and cutting-edge investment solutions—also set Bernstein apart. Headquartered in Nashville, TN, Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with offices in major world markets across 26 countries and jurisdictions and over $829 billion in assets under management as of June 30, 2025. For additional information, visit Bernstein.com.

Contact:

Katrina Clay
Director of Communications and Public Relations
katrina.clay@bernstein.com

Prosek Partners
Pro-bernstein@prosek.com

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SOURCE Bernstein Private Wealth Management

FAQ

Who are the new co-heads of Bernstein's Houston office in 2025?

Stephen Lewis was appointed as Senior National Director and Co-Head, while Adam Geist was named Managing Director and Co-Head of the Houston office.

What is Bernstein's (AB) total assets under management as of June 2025?

Bernstein has $144 billion in assets under management as of June 30, 2025.

What is Stephen Lewis's experience at Bernstein Private Wealth Management?

Stephen Lewis has 24 years of financial services experience and was one of the original founders of Bernstein's Houston office in 2002.

What is Adam Geist's background before joining Bernstein?

Before joining Bernstein in 2021, Geist held advisory and leadership roles at Goldman Sachs, City National Bank, and Brown Brothers Harriman. He began his career at Bank of America.

Why did Bernstein make these leadership appointments in Houston?

The appointments were made to support Houston's emergence as a leading market for wealth and innovation, and to meet the office's incredible growth with innovative and proven leadership.