Profiel
Mr. Thomas B.
Rose, CFA, is a Director of Portfolio Management at Bragg Financial Advisors, Inc. He also serves as a member of the Investment Committee and the Leadership Team.
He also serves as an Analyst.
Before joining Bragg Financial, Mr. Rose was a founding partner of Cygnus Asset Management.
an affiliate of the Wells Fargo Advisors Financial Network.
At Cygnus, he spent eight years as First Vice President.
His areas of Specialty included investment selection and research on mutual funds.
He was a research analyst from 1998 to 2001 with IJL Wachovia, where his responsibilities included due diligence of institutional money managers that compromised the firm's recommended list.
He started in the securities business and became a Registered Representative in 1995 with smith Barney.
Actieve functies van Ben Rose
| Bedrijven | Functie | Begin |
|---|---|---|
Bragg Financial Advisors, Inc.
 Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations. | Analyst-Equity | 01-06-2012 |
Eerdere bekende functies van Ben Rose
| Bedrijven | Functie | Einde |
|---|---|---|
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Cygnus Asset Management SGIIC SA
 Cygnus Asset Management SGIIC SA Investment ManagersFinance Cygnus Asset Management SGIIC SA (CYAM) is the asset management subsidiary of Zisne Capital SA in Spain. Founded in 2006 by Luis Amusategui, Juan Cruz Alonso, Alvaro Ventosa, Isabel Serra and José María Amusategui Amusategui, the firm is located in Madrid and manages a range of funds for individual and institutional investors. | Corporate Officer/Principal | - |
Opleiding van Ben Rose
| Wake Forest University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Bragg Financial Advisors, Inc.
Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations. | Finance |
Cygnus Asset Management SGIIC SA
Cygnus Asset Management SGIIC SA Investment ManagersFinance Cygnus Asset Management SGIIC SA (CYAM) is the asset management subsidiary of Zisne Capital SA in Spain. Founded in 2006 by Luis Amusategui, Juan Cruz Alonso, Alvaro Ventosa, Isabel Serra and José María Amusategui Amusategui, the firm is located in Madrid and manages a range of funds for individual and institutional investors. | Finance |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Finance |
| Smith Barney & Co., Inc. | Finance |
