(NEW YORK, NY) (DALLAS, TX) — September 10, 2025 — Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced Cecily Bolding has joined the firm as a Managing Director, taking the helm of its private wealth office in Dallas, TX. In her new role, Bolding will lead a team of wealth advisors serving high-net-worth and ultrahigh-net-worth clients, reporting to Adam Sansiveri, Regional Senior Managing Director at Bernstein.
“We are excited to have Cecily join our leadership team at Bernstein and to lead our Dallas business,” said Sansiveri. “Her extensive knowledge of the Dallas market, strong client relationships, and proven leadership capabilities in effectively managing wealth advisor teams and guiding multigenerational families and business owners through their wealth journey is truly impressive. We believe Cecily is the ideal candidate to spearhead our continued growth and deliver on our commitment to providing white-glove service to clients in the Dallas region.”
According to Henley & Partners, a London-based private investment migration consultancy firm, Dallas was named among the top 50 cities in the world for millionaires. From 2013 to 2023, Dallas grew 75% in those reaching millionaire status.
Bolding expressed, “I am honored and excited to build on Bernstein’s legacy in the Dallas market to help clients manage their wealth effectively and achieve optimal outcomes. The firm’s values-driven, client-centric approach resonates with me, especially in today’s wealth management landscape. The ever-evolving economic environment and continued growth of wealth in this region, coupled with multi-generational wealth transfer, highlights the significance of Bernstein’s personalized wealth planning strategies and expertise in helping clients navigate the complexities that come with their wealth. This team of advisors and associates is positioned to advise and serve clients well with both expertise and sincerity.”
Bolding brings over two decades of experience in wealth management to her new role. Before joining Bernstein, she held the position of Managing Director at Northern Trust responsible for overseeing its Dallas Market. During her tenure there, she held advisory roles as Wealth Strategist and Private Banker. Prior to wealth management, Bolding worked in the nonprofit sector, where she engaged with high-net-worth donors, establishing boards for local nonprofits such as Make-A-Wish North Texas, The Dallas Symphony, and Methodist Richardson Medical and Cancer Centers. Bolding began her career as a financial analyst at Frost Bank.
A native of Houston, TX, Bolding graduated with business honors and a pre-law concentration from Texas A&M University. She achieved the Certified Financial Planner certification from Southern Methodist University. Bolding is actively involved in the charitable community of Dallas/Fort Worth, serving as a Woman of Tocqueville with the United Way, the Dallas Regional Chamber’s Executive Women’s Roundtable, and as fundraising trustee for CREW in the community. She is a former board member of CREW Dallas and the Dallas Holocaust and Human Rights Museum.
Bowman Hallagan, the previous Managing Director of the Dallas office, remains with the firm and will return to his New England roots to lead the firm’s private wealth office in Boston, MA.
Bernstein has $144 billion in assets under management as of June 30, 2025.
For media inquiries or more information, please contact Katrina Clay at katrina.clay@bernstein.com or 212-969-6365.
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 $829 billion in assets under management as of June 30, 2025. For additional information, visit Bernstein.com.