Stephen Lewis
Senior National Director | Co-Head of Bernstein Private Wealth, Houston | CX Leader | Generational Wealth Specialist | Entrepreneur and Global Families Strategist | Philanthropic Consultant | Educator
- Role
- Senior National Director Wealth Advisory & Client Experience at Bernstein Private Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stephen Lewis
I confront the reality that ultrahigh-net-worth families face the real probability of…
Experience
Senior National Director Wealth Advisory & Client Experience
Bernstein Private Wealth Management
Sep 2025 — Present · Houston, TX, US
Education
Northwestern University - Kellogg School of Management
Creating Breakthrough Customer Experiences
2023 — 2024
Texas Christian University
BA
Skills
- Asset Allocation
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