What changed

Part of a team that joined NewEdge Wealth's new Houston office from Bernstein Private Wealth Management, overseeing $2.2B in client assets.

Reported / discovered

Aug 21, 2026

Effective

Not reported

New role

Managing Director

Previous role

Not reported

Market

Houston

Reported book

$2.2B

Reported team size

6 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.