Bernstein Private Wealth Management has appointed Gregory Kadet and Cecily Bolding as managing directors in its private wealth offices located in the Rocky Mountains and Dallas, Texas, US.
Both Kadet and Bolding will oversee teams of wealth advisors dedicated to serving high-net-worth and ultrahigh-net-worth clients, reporting directly to Adam Sansiveri, regional senior managing director at Bernstein.
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Gregory Kadet, based in Denver, has more than 30 years of experience in wealth management.
Before joining Bernstein, he was the managing director and market head for Greater Florida at UBS in Tampa, where he managed a team of 350 employees, including 180 advisors, across 15 locations, overseeing more than $50bn in assets.
Kadet previously served as regional sales manager at UBS, leading 1,000 financial advisors across seven states.
Cecily Bolding has two decades of experience in the wealth management sector.
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By GlobalDataPrior to her role at Bernstein, she was managing director at Northern Trust, where she managed the Dallas market and provided wealth advisory services to high-net-worth families.
Bolding has also worked in the nonprofit sector in Dallas, engaging with high-net-worth donors and establishing boards for local organisations such as Make-A-Wish North Texas and The Dallas Symphony.
This recruitment follows the firm’s expansion of its ultrahigh-net-worth platform in January 2024 and the establishment of a dedicated service team.
Bernstein client and advisory services head and executive managing director Rick Meyers said: “Our firm is committed to both organic and inorganic strategies to grow our business and bolster our advisor team.
“As regional leaders, we are confident Greg and Cecily have the leadership qualities and skill set to accelerate our presence in their respective markets and help our clients navigate the complexities that come with their wealth.”
Bernstein Private Wealth Management provides advisory services to ultrahigh- and high-net-worth clients, focusing on the complexities associated with substantial wealth.
Headquartered in Nashville, Tennessee, Bernstein operates as a unit of AllianceBernstein, an investment manager, with over $829bn in assets under management as of 30 June 2025.
