Matt DeVries
Analyst-Equity bij Bragg Financial Advisors, Inc.
Profiel
Mr. Matthew S.
DeVries, CFA, is a Portfolio Manager at Bragg Financial Advisors, Inc. He is a member of the Investment Committee at Bragg Financial Advisors.
Prior to joining the Bragg team, he led the investment team at a large independent wealth management firm in Charlotte.
He was responsible for investment research, asset allocation, and selection of client investments.
Prior to that, he worked with an online brokerage firm, advising high-net-worth clients on complex option trades.
He graduated with a double major, earning a BS in Business Administration and a BA in Political Science from the University of North Carolina at Chapel Hill.
He earned the Chartered Financial Analyst designation in 2010.
Actieve functies van Matt DeVries
| 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 | 01-09-2015 |
Opleiding van Matt DeVries
| Kenan-Flagler Business School | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
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 |
