1. B E R N A R D E. P A L M E R
4303 Paces Ferry Rd, Atlanta, GA 30339 Telephone 678-643-9162 bep80@hotmail.com
Wealth Management / Financial Professional
Experienced wealth advisor / financial consultant to high net worth individuals and family businesses for
thirty-seven years including twenty years with two Big Four Firms, twelve years as partner.
Comprehensive expertise in financial planning/investment advice, finance, retirement planning, cash
management, income taxation, risk management and charitable giving. Advise individuals with net
worths between $5 and $350 million and businesses with between $2 and $150 million of revenue. A
trusted advisor who puts clients’ interests first and is committed to helping them attain their personal
financial goals while minimizing risks. A leader committed to a culture of honesty, integrity, and high
performance and while encouraging creativity, collaboration and innovation. Additional specialized skills
include:
-Asset Allocation Strategies -Estate & Insurance Planning
-Portfolio Risk Management -Tax Planning & Preparation
-Employee Benefits -Coaching & Mentoring
BT Wealth Management, LLC, Atlanta GA 2013 to Present
Private wealth management firm advising over $240 million of client assets.
Managing Director
- Hired to mentor the current CEO in critical areas of leadership, people management, and executive
presence; success evidenced by owners’ decision to appoint the CEO as the leader of a new company;
- Provide comprehensive wealth management services to forty individuals ($400,000 in billings);
- Revised and improved our client service approach from investment only advice to comprehensive
wealth management; implemented financial planning as a core client service resulting in stronger client
relationships;
-Offer strategy advice and ideas to senior management on potential acquisition opportunities;
- Mentor and train young professionals who aspire to become financial planners / investment advisors.
Tyler Perry Studios, Atlanta, GA 2010 to 2013
Largest independent Film/TV studio in GA, 5 successful TV shows, 16 major Films
Chief Financial Officer and Personal Advisor
-Hired as CFO to restructure operations and improve accounting capabilities; simplified cash management
processes;
-Improved financial statement integrity by authorizing an independent audit of the financial statements,
received an unqualified opinion;
-Closed outstanding IRS audits at savings of approximately $7 million;
-Negotiated and closed 5 major lending facilities between $20 and $50 million each for the production of
over 200 TV episodes;
-Improved cash flow forecasting and internal financial planning tools;
-Hired new talent; identified and leveraged their strengths to create a more efficient and collaborative
team;
-Trusted advisor to Mr. Perry on all his personal financial matters.

2. Pricewaterhousecoopers, LLP 1993 to 2009
Premier professional services firm with over $27 billion in global revenue and 161,000 partners / employees
Partner, Atlanta, Georgia – Local Personal Financial Services Leader (2005 to 2009)
-Advised individual clients (total billings of $1.5 million) on wealth transfer, income tax preparation and
planning, investment strategy, risk management and other personal finance matters;
-Counseled corporate employee benefit investment committees on plan governance; perform investment
manager searches; advised committees on investment manager selection; prepared and delivered quarterly
investment performance reports; designed and administered investment manager service proposals;
-Responsible for the career development of seven professionals in the practice.
Managing Partner, Southeast Region - Personal Financial Services (2002 to 2005)
-Asked to relocate to Atlanta to lead the Southeast Region Personal Financial Services practice;
-Improved region profitability by 5% by eliminating low profit clients and adding high profit clients;
implemented a corporate executive financial planning program for senior-level executives resulting in
$200,000 of additional revenue;
-Responsible for a team of ninety-seven professionals who provided income tax planning and preparation,
estate tax planning and preparation, financial planning and investment advisory services to a myriad of
clients.
Partner, National Leader - Investment Advisory Group (1998 to 2007)
-Successfully led the effort to register a wholly owned subsidiary (PwCIA) with the SEC under the 1940
Investment Advisory Act to provide investment advice to individuals and institutions;
-Grew the business to $2.8 billion in assets under advisement, $6 million of revenue;
-Expanded headcount from ten to forty-plus in eleven cities across the United States;
-Created the vision to provide institutional quality services to the retail client; employed the most
qualified professionals to deliver independent, objective advice while eliminating all potential for
conflicts of interest; created a culture of client first, honestly, integrity and teamwork;
-Wrote and implemented the Business Plan, Policy and Practice Manual and the SEC Compliance
Manual; experienced no SEC complaints during my tenure;
-Developed and led all training programs; participated in the hiring of all practice employees;
-Created a marketing plan to leverage the PwC brand; provided services to PwC partners as a way to
improve their understanding of the investment advisory business;
-Developed an institutional consulting practice to advise investment committees of employee benefit
plans on plan governance, investment asset allocation, investment manager search, selection and
performance review, cost management and vendor selection.
Partner - Personal Financial Services, New York, NY (1997 to 2002)
-Co-Managed the New York Region Personal Financial Services Business;
-Led the individual client tax preparation and planning practice (total billings of over $2 million); grew
the individual financial planning and corporate executive large planning programs by over 200%;
-Wrote and presented several seminars on retirement planning, employee benefit program implementation
and transition, investment planning and employee stock options.
Coopers & Lybrand, LLP (1993 to 1997 )
Premier professional services firm, merged with Pricewaterhouse in 1998
Director, Stamford CT
-Hired to start a personal financial and tax planning practice in the southern Connecticut region; built a
$500,000 practice.

3. Asset Management Group,
Independent financial planning and wealth management firm
Vice President, Stamford, CT 1990 to 1993
Vice President, Parsippany, NJ 1981 to 1987
Palmer Dumont, Inc, President/Founder, Bristol CT 1987 to 1990
Independent financial planning, wealth management, small business consulting firm
RECOGNITIONS
- Named as one of Worth Magazine’s Top 100 Financial Advisors, August 2006
- Named as one of Worth Magazine’s Top 250 Financial Advisors, September 1999
- Awarded NCAA Postgraduate Scholarship for Excellence in Academic Achievement
- All American College Scholarship Football Team
- Starting Quarterback for Four years (Team Captain Senior Year)
PROFESSIONAL LICENSES AND AFFILIATIONS
 Certified Investment Management Analyst (CIMA)
 Certified Public Accountant (CPA)
 Certified Management Accountant (CMA)
 Member of the American Institute of Certified Public Accounts, Georgia Society of
CPAs and Connecticut Society of CPAs
EDUCATION
University of Pennsylvania, Wharton School of Business
Masters in Business (Finance & Investments)
University Of Connecticut
Bachelor of Science and Business Administration
Major: Accounting, Magna cum Laude
PROFESSIONAL AND COMMUNITY AFFILIATIONS
 Wharton Club of Atlanta
 UCONN Alumni Association
 Wounded Warriors
 UCONN Huskies Football Club