Vice President - Wealth Advisor
Current
Apr 2021 - Present
AeroLeads people directory · profile
Adam Geist Email & Phone Number
Alpinist x Everest Summiteer | Private Wealth | Business Owners | Family Offices | Mergers & Acquisitions
at
Bernstein Private Wealth Management
1 work email found
@bernstein.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Alpinist x Everest Summiteer | Private Wealth | Business Owners | Family Offices | Mergers & Acquisitions
Location
Nashville, Tennessee, United States
Company size
Who is Adam Geist? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Adam Geist is listed as Alpinist x Everest Summiteer | Private Wealth | Business Owners | Family Offices | Mergers & Acquisitions at Bernstein Private Wealth Management, a with 676 employees, based in Nashville, Tennessee, United States. AeroLeads shows a work email signal at bernstein.com and a matched LinkedIn profile for Adam Geist.
Adam Geist previously worked as Vice President - Wealth Advisor at Bernstein Private Wealth Management and Vice President - Senior Wealth Advisor at Bb&T. Adam Geist holds Bachelor Of Science With Attainments In Commerce, Business Administration from Washington And Lee University.
Company email context
Email format at Bernstein Private Wealth Management
This section adds company-level context without repeating Adam Geist's masked contact details.
{first}.{last}@bernstein.com
89% confidence
AeroLeads found 1 current-domain work email signal for Adam Geist. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Valuation, Financial Modeling, Capital Markets, Investments, and 19 others.
Current workplace
Adam Geist's current company
Company context helps verify the profile and gives searchers a useful next step.
Bernstein Private Wealth Management
7 roles
Adam Geist work experience
A career timeline built from the work history available for this profile.
Vice President - Senior Wealth Advisor
Aug 2019 - Dec 2020
Vice President - Private Banking
Jul 2018 - Feb 2019
Vice President - Private Banking
Mar 2014 - Jun 2018
Investment Advisor - Investment Management Division
Jul 2011 - Feb 2014
Associate - Mergers And Acquisitions
Sep 2006 - Jun 2008
Analyst - Debt Capital Markets
Jun 2004 - Aug 2006
Team & coworkers
Colleagues at Bernstein Private Wealth Management
Other employees you can reach at bernstein.com. View company contacts for 676 employees →
JL
Jeffrey Lewis Ii, Cfp®
Colleague at Bernstein Private Wealth ManagementLos Angeles, California, United States
View →
KP
Karen Park
Colleague at Bernstein Private Wealth ManagementSan Francisco, California, United States
View →
SM
Steve Morgan
Colleague at Bernstein Private Wealth ManagementSan Francisco, California, United States
View →
EV
Emily Vedral
Colleague at Bernstein Private Wealth ManagementPhiladelphia, Pennsylvania, United States
View →
AS
Anson Samuel
Colleague at Bernstein Private Wealth ManagementVellore, Tamil Nadu, India
View →
DM
Darren Menaker
Colleague at Bernstein Private Wealth ManagementLos Angeles Metropolitan Area, United States
View →
AJ
Anthony J. Milanese, Cfa®
Colleague at Bernstein Private Wealth ManagementMiami, Florida, United States
View →
AV
Anthony V. Thompson, Cfp ®
Colleague at Bernstein Private Wealth ManagementNew York, United States
View →
RR
Riaz Raz
Colleague at Bernstein Private Wealth ManagementBangladesh
View →
SB
Steven Bergdoll
Colleague at Bernstein Private Wealth ManagementHouston, Texas, United States
View →
Jeffrey Lewis Ii, Cfp®
Colleague at Bernstein Private Wealth ManagementLos Angeles, California, United States
View →
KP
Karen Park
Colleague at Bernstein Private Wealth ManagementSan Francisco, California, United States
View →
SM
Steve Morgan
Colleague at Bernstein Private Wealth ManagementSan Francisco, California, United States
View →
EV
Emily Vedral
Colleague at Bernstein Private Wealth ManagementPhiladelphia, Pennsylvania, United States
View →
AS
Anson Samuel
Colleague at Bernstein Private Wealth ManagementVellore, Tamil Nadu, India
View →
DM
Darren Menaker
Colleague at Bernstein Private Wealth ManagementLos Angeles Metropolitan Area, United States
View →
AJ
Anthony J. Milanese, Cfa®
Colleague at Bernstein Private Wealth ManagementMiami, Florida, United States
View →
AV
Anthony V. Thompson, Cfp ®
Colleague at Bernstein Private Wealth ManagementNew York, United States
View →
RR
Riaz Raz
Colleague at Bernstein Private Wealth ManagementBangladesh
View →
SB
Steven Bergdoll
Colleague at Bernstein Private Wealth ManagementHouston, Texas, United States
View →
3 education records
Adam Geist education
Bachelor Of Science With Attainments In Commerce, Business Administration
Mba, General Management
Education record
FAQ
Frequently asked questions about Adam Geist
Quick answers generated from the profile data available on this page.
What company does Adam Geist work for?
Adam Geist works for Bernstein Private Wealth Management.
What is Adam Geist's role at Bernstein Private Wealth Management?
Adam Geist is listed as Alpinist x Everest Summiteer | Private Wealth | Business Owners | Family Offices | Mergers & Acquisitions at Bernstein Private Wealth Management.
What is Adam Geist's email address?
AeroLeads has found 1 work email signal at @bernstein.com for Adam Geist at Bernstein Private Wealth Management.
Where is Adam Geist based?
Adam Geist is based in Nashville, Tennessee, United States while working with Bernstein Private Wealth Management.
What companies has Adam Geist worked for?
Adam Geist has worked for Bernstein Private Wealth Management, Bb&T, City National Bank, Brown Brothers Harriman, and Goldman Sachs.
Who are Adam Geist's colleagues at Bernstein Private Wealth Management?
Adam Geist's colleagues at Bernstein Private Wealth Management include Jeffrey Lewis Ii, Cfp®, Karen Park, Steve Morgan, Emily Vedral, and Anson Samuel.
How can I contact Adam Geist?
You can use AeroLeads to view verified contact signals for Adam Geist at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Adam Geist attend?
Adam Geist holds Bachelor Of Science With Attainments In Commerce, Business Administration from Washington And Lee University.
What skills is Adam Geist known for?
Adam Geist is listed with skills including Valuation, Financial Modeling, Capital Markets, Investments, Equities, Investment Banking, Corporate Finance, and Financial Analysis.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Adam Geist you were looking for.
View similar profiles
