Adam Geist
Managing Director & Principal | Co-Head of Bernstein Private Wealth Houston | Mt. Everest Summiteer
- Role
- Managing Director at Bernstein Private Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Adam Geist
Managing Director and Principal at Bernstein Private Wealth, part of AllianceBernstein…
Experience
Managing Director
Bernstein Private Wealth Management
Jul 2025 — Present · Houston, TX, US
Education
Washington and Lee University
Bachelor of Science with Attainments in Commerce, Business Administration
2000 — 2004
Vanderbilt University Owen Graduate School of Management
MBA, General Management
2009 — 2011
Skills
- Asset Management
- Investment Banking
- Wealth Management Services
- Mergers & Acquisitions
- Portfolio Management
- Due Diligence
- Capital Markets
- Hedge Funds
- Bloomberg
- Corporate Finance
- Fixed Income
- Derivatives
- Financial Analysis
- Investments
- Alternative Investments
- Private Equity
- Valuation
- Wealth Management
- Financial Modeling
- Equity Research
- Equities
- Asset Allocation
- Investment Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.