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Matt DeVries
Analyst-Equity presso Bragg Financial Advisors, Inc.
Profilo
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.
Posizioni attive di Matt DeVries
Società | Posizione | Inizio |
---|---|---|
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 |
Formazione di Matt DeVries
Kenan-Flagler Business School | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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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 |
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