Stephen helped launch Bernstein’s private client practice in Houston, and in 2012 and he co-founded the firm’s Nonprofit Advisory Group. Stephen is the author of Music to My Heirs, research on the challenges of generational success and how to succeed, as well as the host of the Music to My Heirs podcast. For the last eight consecutive years, Texas Monthly magazine has selected him as a Five-Star Best in Client Satisfaction Wealth Manager. With a strong commitment to the community.
Stephen Lewis
Principal - Senior Investment Advisor and National Director of Client Experience
Bernstein Private Wealth Management
United States, Texas, Houston
About Me
Profile Information
Principal - Senior Investment Advisor and National Director of Client Experience
Bernstein Private Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Houston
Texas
United States
Mar 6, 2025
More profiles to browse
JP
Jonathan Pastel
Head of US Hedge Fund Sales
DL
David Liles
Head of Cash Trading for the Americas; Global Head of Electronic Trading
SL
Sharon Lewis
Senior Vice President
Andy Jacobs
Principal, Senior Investment Advisor
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University