Bernstein Private Wealth Management, a unit of AllianceBernstein, has 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.
“Houston continues to emerge as one of the leading markets for wealth and innovation," said Adam Sansiveri, regional senior managing director at Bernstein.
Lewis is a 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 firm-wide 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
