Larry Bernert
Membro del Comitato di Investimento presso Wilbanks, Smith & Thomas Asset Management LLC
Profilo
Mr. Lawrence A.
Bernert is Principal & Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC.
He sits on the Investment Committee and previously served as the firm’s Director of Research.
He joined the firm in 1995.
He is active as a Board member for the Employees Retirement System of the City of Norfolk, Norfolk Academy, the Norfolk Police Foundation, and Future of Hampton Roads, a non-profit organization.
He serves on the Advisory Committee for the Hamptons Roads Community Foundation, on the Leadership Council for the Chesapeake Bay Foundation, and on the Development Advisory Board for the Children’s Hospital of the King’s Daughters.
Mr. Bernert was previously employed as Broker by Morgan Keegan & Co., Inc.
He graduated from the University of Virginia with a degree in English Literature and subsequently undertook additional study at Cambridge University in England.
He received an MBA from the Darden School of Business at the University of Virginia and holds the Chartered Financial Analyst designation.
Posizioni attive di Larry Bernert
Società | Posizione | Inizio |
---|---|---|
Wilbanks, Smith & Thomas Asset Management LLC
Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Membro del Comitato di Investimento | 01/10/1995 |
Precedenti posizioni note di Larry Bernert
Società | Posizione | Fine |
---|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Corporate Officer/Principal | - |
Formazione di Larry Bernert
University of Virginia | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Wilbanks, Smith & Thomas Asset Management LLC
Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Finance |
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
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