Bernstein Private Wealth Management Hires Top Industry Talent to Accelerate Growth in Priority Regions
AllianceBernstein (NYSE: AB) has announced two strategic hires to accelerate growth in key markets. The firm appointed Gregory Kadet and Cecily Bolding as Managing Directors for the Rocky Mountains and Dallas offices respectively, reporting to Adam Sansiveri.
Kadet brings over 30 years of experience, previously managing $50 billion in assets and 350 employees at UBS. Bolding, with 20 years in wealth management, joins from Northern Trust where she was Managing Director of the Dallas market.
This expansion follows Bernstein's July 2025 announcement of inorganic growth plans and its ultrahigh-net-worth platform expansion in January 2024. The firm currently manages $144 billion in assets as of June 30, 2025.
AllianceBernstein (NYSE: AB) ha annunciato due assunzioni strategiche per accelerare la crescita in mercati chiave. La società ha nominato Gregory Kadet e Cecily Bolding Managing Director per gli uffici delle Rocky Mountains e di Dallas rispettivamente, entrambi con riporto ad Adam Sansiveri.
Kadet porta con sé oltre 30 anni di esperienza, avendo in precedenza gestito 50 miliardi di dollari in attività e 350 dipendenti presso UBS. Bolding, con 20 anni nella gestione del patrimonio, arriva da Northern Trust dove ricopriva il ruolo di Managing Director per il mercato di Dallas.
Questa espansione segue l'annuncio di AllianceBernstein di piani di crescita inorganica a luglio 2025 e l'ampliamento della piattaforma per ultra-high-net-worth avvenuto a gennaio 2024. La società gestisce attualmente 144 miliardi di dollari in attività al 30 giugno 2025.
AllianceBernstein (NYSE: AB) ha anunciado dos contrataciones estratégicas para acelerar el crecimiento en mercados clave. La firma nombró a Gregory Kadet y a Cecily Bolding como Managing Directors para las oficinas de las Montañas Rocosas y de Dallas, respectivamente, reportando a Adam Sansiveri.
Kadet aporta más de 30 años de experiencia, habiendo gestionado anteriormente 50.000 millones de dólares en activos y 350 empleados en UBS. Bolding, con 20 años en gestión patrimonial, se incorpora desde Northern Trust, donde era Managing Director del mercado de Dallas.
Esta ampliación sigue al anuncio de AllianceBernstein en julio de 2025 sobre planes de crecimiento inorgánico y a la expansión de su plataforma para ultra-high-net-worth en enero de 2024. La firma gestiona actualmente 144.000 millones de dólares en activos a 30 de junio de 2025.
AllianceBernstein (NYSE: AB)가 핵심 시장에서의 성장을 가속화하기 위해 두 명의 전략적 인재 영입을 발표했습니다. 회사는 Gregory Kadet과 Cecily Bolding을 각각 록키산맥(Rocky Mountains) 및 댈러스 오피스의 매니징 디렉터로 임명했으며, 두 사람 모두 Adam Sansiveri에게 보고합니다.
Kadet은 30년 이상의 경력을 보유하고 있으며, 이전에 UBS에서 500억 달러 규모의 자산과 350명의 직원을 관리한 바 있습니다. Bolding은 20년의 자산관리 경험을 갖고 있으며, 댈러스 시장의 매니징 디렉터였던 Northern Trust에서 합류했습니다.
이번 확장은 AllianceBernstein이 2025년 7월 발표한 비유기적(inorganic) 성장 계획과 2024년 1월의 초고액자산자(ultrahigh-net-worth) 플랫폼 확장 이후의 조치입니다. 회사는 2025년 6월 30일 기준으로 현재 1,440억 달러의 자산을 운용하고 있습니다.
AllianceBernstein (NYSE: AB) a annoncé deux recrutements stratégiques pour accélérer sa croissance sur des marchés clés. La société a nommé Gregory Kadet et Cecily Bolding Managing Directors pour les bureaux des Rocky Mountains et de Dallas respectivement, tous deux rendant compte à Adam Sansiveri.
Kadet apporte plus de 30 ans d'expérience, ayant auparavant géré 50 milliards de dollars d'actifs et 350 employés chez UBS. Bolding, forte de 20 ans en gestion de patrimoine, rejoint la société depuis Northern Trust où elle était Managing Director pour le marché de Dallas.
Cette expansion fait suite à l'annonce d'AllianceBernstein en juillet 2025 de plans de croissance inorganique et à l'élargissement de sa plateforme ultra-high-net-worth en janvier 2024. La société gère actuellement 144 milliards de dollars d'actifs au 30 juin 2025.
AllianceBernstein (NYSE: AB) hat zwei strategische Einstellungen bekanntgegeben, um das Wachstum in wichtigen Märkten zu beschleunigen. Das Unternehmen ernannte Gregory Kadet und Cecily Bolding zu Managing Directors für die Büros in den Rocky Mountains bzw. Dallas; beide berichten an Adam Sansiveri.
Kadet bringt über 30 Jahre Erfahrung mit und leitete zuvor 50 Milliarden US-Dollar an Vermögenswerten und 350 Mitarbeiter bei UBS. Bolding verfügt über 20 Jahre in der Vermögensverwaltung und kommt von Northern Trust, wo sie als Managing Director für den Markt in Dallas tätig war.
Diese Expansion folgt auf AllianceBernsteins Ankündigung im Juli 2025 zu Plänen für anorganisches Wachstum sowie auf die Erweiterung der Plattform für Ultra-High-Net-Worth-Kunden im Januar 2024. Das Unternehmen verwaltet derzeit 144 Milliarden US-Dollar an Vermögenswerten zum 30. Juni 2025.
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New Managing Directors for the Rocky Mountains and in
"We are delighted to welcome Greg and Cecily to our team at this transformational time for Bernstein," said Rick Meyers, Executive Managing Director and Head of Client and Advisory Services. "Our firm is committed to both organic and inorganic strategies to grow our business and bolster our advisor team. As regional leaders, we are confident Greg and Cecily have the leadership qualities and skill set to accelerate our presence in their respective markets and help our clients navigate the complexities that come with their wealth."
Sansiveri added, "We are thrilled to welcome Greg and Cecily to Bernstein. Both have distinguished themselves as accomplished wealth management industry leaders with exceptional skills and impressive backgrounds. Greg and Cecily have demonstrated notable success managing and growing high-performing wealth advisor teams. We are confident that their expertise and passion will help drive further growth and build upon the white-glove service we provide our clients in their respective markets."
Based in
Bolding is a seasoned professional with two decades of experience in wealth management. Before joining Bernstein, she held the position of Managing Director at Northern Trust responsible for its
With an emphasis on ultrahigh-net-worth expansion, Bernstein announced its inorganic growth plans in July 2025 focused on recruiting experienced wealth advisors and selectively acquiring registered investment advisors (RIAs). This follows the firm's expansion of its ultrahigh-net-worth platform in January 2024 and the addition of the ultrahigh-net-worth service team. Bernstein is celebrating its one-year anniversary of its new office at the Spiral in Hudson Yards,
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
Contact:
Katrina Clay
Director of Communications and Public Relations
katrina.clay@bernstein.com
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SOURCE Bernstein Private Wealth Management
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