Bernard D. Whitsett II

About Me

Bernard D. Whitsett, II is President and CEO of Legacy Asset Management Board, LLC, a financial/investment management advisory boutique.  Prior to pursuing his entrepreneurial efforts, Bernard was a Financial Advisor with Morgan Stanley Smith Barney’s Wealth Management Program.

Bernard received a B.A. in Economics from the University of Virginia and a MBA in Finance from the Kellogg Graduate School of Management at Northwestern University.

Bernard was a Consultant for the Paradigm Consulting Group, LLC.  Bernard advised clients on a variety of investment issues.

Prior to Paradigm Consulting, Bernard was Principal and Senior Portfolio Manager for Prudential Fixed Income’s Taxable short-term team, responsible for the management of taxable all short-term bonds and money markets funds which totaled more than $20 billion.

In 2004, Bernard received the Money Fund Report’s “Top Manager Award” for achieving the highest returns for 2003 in the government category with assets less than $1 Billion.  In 2003, Bernard received the coveted Career Focus Eagle Award from the National Eagle Leadership Institute for his outstanding leadership in both business and community service.

He joined Prudential Financial in 1990.  Prior to Prudential, Bernard was a Vice President at DLJ Securities Corp., where he was underwriting manager and head of the government agency bond-trading desk.  He previously worked in a similar capacity for Harris Government Securities, Inc.  Bernard began his career in 1981 as a money market trader and later a government securities sales representative at Continental Bank.

Bernard is a proud father of three sons; Bernard DePriest, Jackson Lightfoot, and Neal Easton.  He is engaged to be married to Ms. Andrea Copeland during this fall season.