Adam Geist – Biography

Last update: May 6, 2026

Executive profile

Adam was Vice President, Senior Wealth Advisor at BB&T, and Vice President, Private Banking at City National Bank. Adam Geist joined Axa in 2021. Adam served as Vice President, Wealth Advisor and Director, Wealth Advisor for Axa.

Adam Geist is currently

Managing Director and Co-Head of Houston Office at Bernstein Private Wealth Management - View - Bernstein Private Wealth Management org chart



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Education

Adam Geist has a Bachelor of Science in Commerce, Business Administration from Washington and Lee University in 2004 and a Master of Business Administration from Vanderbilt University - Owen Graduate School of Management in 2011.

They have also studied at Washington and Lee University :

Find more alumni from Washington and Lee University


They have also studied at Vanderbilt University - Owen Graduate School of Management :

Find more alumni from Vanderbilt University - Owen Graduate School of Management

The colleagues of Adam Geist

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  • In the Financial Services industry, Adam Geist has 61,019 colleagues in 4,155 companies located in 108 countries. 30,270 executive movements have been recorded in the last 12 months. Learn more about Financial Services.

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Get in Touch

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Through the switchboard, call Bernstein Private Wealth Management at +1 914... and ask for Adam Geist.

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