1. B E R N A R D E. P A L M E R
1151 Ivy Hill Court, Mableton, GA 30126 Telephone 678-643-9162 bep80@hotmail.com
Wealth Management / Financial Professional
Seasoned wealth advisor/financial consultant to high net-worth individuals and family businesses for 37
years, including 20 years with two Big Four Firms, 12 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 of between $5 and $350
million and businesses with between $2 and $150 million of revenue. A trusted advisor that puts clients’
interests first and is committed to helping attain personal financial goals while minimizing risk. A leader
committed to a culture of honesty, integrity, and high performance 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
- 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 40 individuals ($400,000 in billings)
- Revised and improved client service approach from investment-only advice to comprehensive wealth
management; implemented financial planning as a core client service, the result is stronger client
relationships
- Provide strategy advice 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/television studio in GA, six successful television shows, several major films
Chief Financial Officer and Personal Advisor
- Restructured operations and improved accounting capabilities; simplified cash management processes
- Improved financial statement integrity by authorizing an independent audit of financial statements,
received an unqualified opinion
- Closed outstanding IRS audits at savings of approximately $7 million
- Negotiated and closed five major lending facilities between $20 and $50 million each for the production
of over 200 television episodes
- Improved cash flow forecasting and internal financial planning tools
- Hired new accounting and financial talent; identified and leveraged their strengths to create a more
efficient and collaborative team
- Trusted advisor to Mr. Perry on 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 clients (total billings of $1.5 million) on wealth transfer, income tax preparation and planning,
investment strategy, risk management and personal finance
- Counseled corporate employee benefit investment committees on plan governance; performed
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 adding high profit clients and culling low profit clients;
implemented a corporate executive financial planning program for senior-level executives resulting in
$200,000 of additional revenue
- Led a team of 97 professionals who provided income-tax planning and preparation, estate-tax planning
and preparation, financial planning and investment advisory services to clients.
Partner, National Leader - Investment Advisory Group (1998 to 2007)
- 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 10 to 40-plus in 11 cities across the United States
- Established the vision to provide institutional quality services to the retail client; employed the most
qualified professionals to deliver independent, objective advice while eliminating potential for conflicts of
interest; created a culture of client first, honesty, integrity and teamwork
- Created and implemented the Business Plan, Policy and Practice Manual and the SEC Compliance
Manual; experienced no SEC complaints during my tenure
- Developed and led training programs; participated in the hiring of advisory practice employees
- Launched a marketing plan to leverage the PwC brand; improved PwC partners’ 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 an individual client tax preparation and planning practice (total billings of over $2 million); grew
the individual financial planning and corporate executive planning programs by over 200%
- Wrote and presented 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
-Started the 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
- One of Worth Magazine’s Top 100 Financial Advisors, August 2006
- 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
- Varsity 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