Larry Bernert
Mitglied des Investmentausschusses bei Wilbanks, Smith & Thomas Asset Management LLC
Profil
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.
Aktive Positionen von Larry Bernert
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Mitglied des Investmentausschusses | 01.10.1995 |
Ehemalige bekannte Positionen von Larry Bernert
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Larry Bernert
| University of Virginia | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
