Bernard Robertson

Managing Principal/Chief Compliance Officer/Senior Investment Consultant Hackett Robertson Tobe Group Senior Investment Consultant, Robertson Wealth Advisors, LLC. Bernard has earned several securities and investment advisory licenses, as well as the Certified Retirement Planning Counselor and Accredited Asset Management Specialist designations. Bernard specializes in investment analysis and investment policy development, investment portfolio development, manager research, risk management and the overall development and achievement of client goals. He has received an EMBA with a concentration in Business Growth from Babson College, Master’s degree in Business Administration, with a Global Business concentration from Tulane University’s A.B. Freeman School of Business, and a Bachelor’s of Science degree with a double major in Sports Medicine and Sociology from Tulane University. Previously, Bernard has served as Managing Director and consultant at a boutique investment firm in New Orleans, as a financial advisor with Smith Barney, and as Senior Financial Advisor with Merrill Lynch, where he lead an advisory group at Bank of America Merrill Lynch. He has since been recognized for his work in the field by his colleagues, New Orleans City Business as a Money Maker, and several other industry publications. Many are familiar with Bernard’s accolades as a student athlete at Tulane University, and with the Chicago Bears, Buffalo Bills, and the Oakland Raiders during his NFL career. He has been honored with induction into the Tulane Athletic Hall of Fame as an individual in 2007 and again with his teammates on the historic 1998 Undefeated Team in 2008. In 2013, he was named to the All-Dome team honoring the best players in Tulane’s history in the Superdome. He serves in a variety of civic leadership roles including as an executive board member for the Louisiana Council for Economic Education, the co-founder and past President for the Treme Charter School Association, and as President of the NFL Players Association New Orleans Chapter. In his personal life, Bernard credits education, family, and faith for his success. The Robertson family stays busy with education, sports, and giving back to the community. Through his business practices, he strives to be the difference maker in the community, utilizing experience, access, and the tools of the financial services industry to educate and assist in the preservation and growth of hard working peoples' wealth.