The SunCap Team
The team behind your plan.

Bernard H. Robertson III, CRPC®, AAMS®
Managing Partner
504-520-4388
Bernard H. Robertson III is the Managing Partner of Suncoast Capital Management LLC, a New Orleans–based private wealth management firm dedicated to disciplined investment guidance, customized cash & income strategies, and comprehensive financial planning. At SunCap, Bernard leads the firm's strategic direction, oversees advisory operations, and drives a client-first philosophy rooted in clarity, accountability, and long-term stewardship.
With more than two decades of experience across investment consulting, portfolio construction, manager research, and risk management, Bernard holds the CRPC® and AAMS® designations. His expertise spans investment policy development, private market due diligence, and multi-asset portfolio design.
Bernard holds an EMBA in Business Growth from Babson College, an MBA in Global Business from Tulane University's A.B. Freeman School of Business, and a Bachelor of Science in Sports Medicine and Sociology from Tulane. His career includes leadership roles at Hackett Robertson Tobe Group, Robertson Wealth Advisors, and Merrill Lynch, where he led an advisory group within Bank of America Merrill Lynch.
Before financial services, Bernard was known for his athletic achievements at Tulane and in the NFL with the Chicago Bears, Buffalo Bills, and Oakland Raiders, a Tulane Athletic Hall of Fame inductee (2007, 2008) and All-Dome Team honoree. He remains active in civic leadership, including the Louisiana Council for Economic Education, the Treme Charter School Association, the New Orleans Council on Aging, and as President Emeritus of the NFL Players Association New Orleans Chapter.

Chadrick Kennedy
Managing Partner
504-520-4579
Chadrick Kennedy, CFP® is a Managing Partner of Suncoast Capital Management LLC, contributing more than 25 years of business experience and 15+ years in financial services, spanning financial planning, employee benefits, insurance brokerage, wealth management, and risk management for individuals, employers, and business owners.
Chadrick is also President of Health & Wealth Consultants, a firm he leads that helps employers manage costs and improve benefit programs, reportedly saving clients millions of dollars across public-sector organizations including the cities of New Orleans and Atlanta.
He holds the CFP® certification along with Series 6, 7, and 66 registrations, and insurance producer licenses across Louisiana, Texas, Mississippi, Georgia, New Jersey, Virginia, Florida, and Illinois. Chadrick studied Civil Engineering at Howard University.
Born and raised in Uptown New Orleans, he's deeply committed to the city, serving on the Board of Liquidation, City Debt and the Sewerage and Water Board of New Orleans (President Pro Tem), as President of REAL at A.L. Davis Park, and as President of the Howard University Alumni Association of Louisiana.

Devonica Deal
Administrative Assistant
504-520-4332
Devonica Deal serves as an Administrative Assistant at Suncoast Capital Management LLC, where she supports the firm's daily operations, client communications, scheduling, document coordination, and administrative workflow, helping ensure clients, advisors, and business partners receive timely, professional, and attentive support.
Devonica brings a strong background in customer service, healthcare administration, revenue cycle operations, team support, and process improvement, and attended the University of New Orleans. She's known for dependability, adaptability, and a commitment to creating a welcoming, organized experience for everyone who interacts with the firm.

Alexander Antrum
Senior Analyst
504-520-4468
Alexander Antrum serves as a Municipal Advisor & Investment Adviser Representative with SunCap, contributing to the firm's investment, client-service, analytical, and advisory operations. He brings a multidisciplinary background spanning municipal advisory services, investment support, data analysis, engineering, and business consulting.
Alexander also serves as a Municipal Advisor and Investment Adviser Representative with The Hackett Group, LLC, a role held since January 2022, and is the founder of AHA Data Consulting (est. November 2019), an independent practice applying research and data analysis to help organizations make data-informed decisions.
Before entering financial services, Alexander worked at Kingsley House, advancing from Data Analyst to Manager of Assessment, Data, and Research. He earned a Bachelor of Applied Science in Mechanical Engineering from Washington University in St. Louis, where he was an Ervin Scholar.
Strategic Partners
Our firm partners with industry experts to provide a comprehensive advisory experience. These professionals support our mission through specialized expertise and fiduciary integrity.

Strategic Partner
Edvidge Bibbins, MS
Benefits Consultant | Licensed Life and Health Insurance Producer
Edvidge is a benefits and compliance professional with more than a decade of experience across healthcare, insurance, auditing, and client services, including ERISA-regulated benefit plan auditing. She supports SunCap clients with benefits consulting, carrier coordination, and compliance reviews as a consultant.
MS in Health Care Management (University of New Orleans) · BS in Biology (Howard University).
504-520-4859