Adam Geist

Adam Geist Email and Phone Number

Alpinist x Everest Summiteer | Private Wealth | Business Owners | Family Offices | Mergers & Acquisitions @ Bernstein Private Wealth Management
new york, new york, united states
Adam Geist's Location
Nashville, Tennessee, United States, United States
Adam Geist's Contact Details
About Adam Geist

Vice President and Wealth Advisor at Bernstein Wealth, part of AllianceBernstein (AB), in Nashville, TN. I provide investment advice to entrepreneurs and private business owners, family offices, and athletes and entertainers. Previously founded the Nashville, TN office of Brown Brothers Harriman (BBH) in 2015. Joined BBH from the Investment Management Division of Goldman Sachs where I began my career in wealth and investment management. Prior to graduate school, I worked in mergers and acquisitions at Fidus Partners and in debt capital markets with Banc of America Securities in Charlotte, NC.Received MBA from The Owen Graduate School of Management at Vanderbilt University and hold a Bachelor of Science with Special Attainments in Commerce Degree from Washington and Lee University. Summited Mount Everest and active in the international climbing community.

Adam Geist's Current Company Details
Bernstein Private Wealth Management

Bernstein Private Wealth Management

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Alpinist x Everest Summiteer | Private Wealth | Business Owners | Family Offices | Mergers & Acquisitions
new york, new york, united states
Website:
bernstein.com
Employees:
676
Adam Geist Work Experience Details
  • Bernstein Private Wealth Management
    Vice President - Wealth Advisor
    Bernstein Private Wealth Management Apr 2021 - Present
    Nashville, Tennessee, United States
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  • Bb&T
    Vice President - Senior Wealth Advisor
    Bb&T Aug 2019 - Dec 2020
    Greenville, South Carolina
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  • City National Bank
    Vice President - Private Banking
    City National Bank Jul 2018 - Feb 2019
    Greater Nashville Area, Tn
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  • Brown Brothers Harriman
    Vice President - Private Banking
    Brown Brothers Harriman Mar 2014 - Jun 2018
    Nashville, Tn
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  • Goldman Sachs
    Investment Advisor - Investment Management Division
    Goldman Sachs Jul 2011 - Feb 2014
    Greater Atlanta Area
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  • Fidus Partners
    Associate - Mergers And Acquisitions
    Fidus Partners Sep 2006 - Jun 2008
    Charlotte, North Carolina Area
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  • Bank Of America
    Analyst - Debt Capital Markets
    Bank Of America Jun 2004 - Aug 2006
    View

Adam Geist Skills

Valuation Financial Modeling Capital Markets Investments Equities Investment Banking Corporate Finance Financial Analysis Private Equity Asset Management Fixed Income Portfolio Management Hedge Funds Bloomberg Due Diligence Alternative Investments Mergers And Acquisitions Derivatives Equity Research Wealth Management Asset Allocation Investment Management Wealth Management Services

Adam Geist Education Details

Frequently Asked Questions about Adam Geist

What company does Adam Geist work for?

Adam Geist works for Bernstein Private Wealth Management

What is Adam Geist's role at the current company?

Adam Geist's current role is Alpinist x Everest Summiteer | Private Wealth | Business Owners | Family Offices | Mergers & Acquisitions.

What is Adam Geist's email address?

Adam Geist's email address is ad****@****ilt.edu

What schools did Adam Geist attend?

Adam Geist attended Washington And Lee University, Vanderbilt University - Owen Graduate School Of Management, Woodberry Forest School.

What skills is Adam Geist known for?

Adam Geist has skills like Valuation, Financial Modeling, Capital Markets, Investments, Equities, Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Asset Management, Fixed Income, Portfolio Management.

Who are Adam Geist's colleagues?

Adam Geist's colleagues are Sean Sullivan, Cfa, Alex Chaloff, Jamal Suliman, Jordan Marschke, Jt Leever, Cfp®, Vijaya Navani, Danielle Spence.

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