Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced that it has appointed Greg Kadet as the new Managing Director, Senior Vice President for its private wealth offices in Denver and Salt Lake City covering the Rocky Mountain region, effective July 1. Based in Denver, Kadet will oversee a team of experienced professionals, including wealth advisors dedicated to serving high-net-worth and ultrahigh-net-worth clients. Kadet will report to Adam Sansiveri, Regional Senior Managing Director at Bernstein.
“We are thrilled to have Greg join our firm to lead the team across the Rocky Mountains,” said Sansiveri. “Greg is a proven private wealth leader with a distinguished career delivering solutions and results that meet the needs of wealthy families and institutional clients. His extensive experience and industry knowledge will play a pivotal role in accelerating our growth in Denver and Salt Lake City, including managing, and recruiting high-performing wealth advisor teams. Greg’s appointment underscores our commitment to invest in the top talent to help our wealth advisors build their practices, and help our clients achieve the best outcomes.”
Kadet brings over 30 years of wealth management experience to his new role of Managing Director of the Rocky Mountain region. Prior to joining Bernstein, Kadet served as Managing Director and Market Head for Greater Florida at UBS based in Tampa, overseeing a team of 350 associates across 15 locations and managing over $50 billion in assets under management. Before that role, he held the position of Regional Sales Manager at UBS, where he helped to lead 1,000 financial advisors across seven states. Kadet’s exceptional leadership skills and performance led to consistent recognition on UBS’ Leadership Council for top field executives. Additionally, he served on the firm’s 14-member Leadership Advisory Council to the Americas for the past two years. Prior to transitioning into leadership roles, Kadet served as a financial advisor at Prudential Securities in Phoenix and began his career at UBS in Denver.
“I am excited to join Bernstein during this period of significant growth and momentum,” Kadet added. “I have always admired Bernstein’s boutique approach, which blends the resources of larger firms with exceptional service, while prioritizing fiduciary responsibility to private clients and providing one of the most innovative wealth planning and investment management platforms in the industry. I am eager to utilize my experience to further expand our presence in the market, support wealth advisors in growing their practices, and help our clients solve the complexities that come with their wealth.”
Kadet earned a Bachelor of Science in Finance from Arizona State University. He also achieved FINRA Series 3, 7, 9, 10, 63, and 65 licenses.
Tyler Moloney, the previous Managing Director of the Denver office, will return to focusing exclusively on his role as a Wealth Advisor serving clients. Sansiveri commented, “We thank Tyler for his achievements as a market leader and are excited for his continued success as a Wealth Advisor, helping our clients to achieve their financial goals.”
About Bernstein Private Wealth Management
Bernstein Private Wealth Management advises ultrahigh- and high-net-worth clients on planning for—and living with—the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers by its expertise in navigating life’s transitions through a holistic approach. A flexible process—paired with innovative research, sophisticated modeling, and cutting-edge investment solutions—also set Bernstein apart. Headquartered in Nashville, TN, Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with offices in major world markets across 26 countries and jurisdictions and over $803 billion in assets under management.