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Adam Geist
Managing Director @Bernstein Private Wealth Management
Houston, TX, US
EMAILS
a••••••••@bernstein.com
MOBILE NUMBERS
+17•••••••01
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WORK HISTORY
Jul 2025 — Present
Managing Director @Bernstein Private Wealth Management
Houston, TX, US
EDUCATION
2000 — 2004
Washington and Lee University
Bachelor of Science with Attainments in Commerce, Business Administration
2009 — 2011
Vanderbilt University Owen Graduate School of Management
MBA, General Management
SKILLS
Asset ManagementInvestment BankingWealth Management ServicesMergers & AcquisitionsPortfolio ManagementDue DiligenceCapital MarketsHedge FundsBloombergCorporate FinanceFixed IncomeDerivativesFinancial AnalysisInvestmentsAlternative InvestmentsPrivate EquityValuationWealth ManagementFinancial ModelingEquity ResearchEquitiesAsset AllocationInvestment Management
ABOUT ADAM GEIST
Managing Director and Principal at Bernstein Private Wealth, part of AllianceBernstein…
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