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

1. Stephen Lewis and Adam Geist are promoted in Bernstein's Houston office. 2. These promotions highlight Bernstein's commitment to leadership in key markets. 3. Houston is recognized as a leading market for wealth and innovation. 4. Lewis and Geist bring extensive experience to their new leadership roles. 5. Bernstein manages $144 billion in assets, reinforcing its market position.

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FAQ

Why Bullish?

Leadership promotions indicate stability and growth potential in a strategic market. Similar past promotions have often led to increased market confidence.

How important is it?

Leadership in a growing market can significantly enhance service quality and performance, impacting AB positively.

Why Short Term?

Leadership changes could immediately influence client perceptions and investor confidence. Market response often reflects such changes quickly.

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- Firm Names Stephen Lewis and Adam Geist Co-Heads of local office - , /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 ClayDirector of Communications and Public Relations[email protected] Prosek Partners[email protected] SOURCE Bernstein Private Wealth Management WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? 440k+ Newsrooms & Influencers 9k+ Digital Media Outlets 270k+ Journalists Opted In

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