Matt Devries Email & Phone Number
Portfolio Manager @ Bragg Financial
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Matt Devries Location
- Charlotte, NC, US
Matt Devries Work
- Portfolio Manager @ (September 2015 - Present)
- Portfolio Manager @ Linden Thomas & Co. (December 2012 - August 2015)
- Proprietary Trader @ (July 2012 - December 2012)
- Trade Desk and MVP Support @ TradeKing (March 2011 - July 2012)
- VP Operations and Securities Principal @ (March 2010 - March 2011)
- Proprietary Trader @ Fountain Rock Capital (January 2004 - November 2009)
Matt Devries Education
- UNC Kenan-Flagler Business School
Bachelor of Science (BS) (Business Administration and Management, General)
1999-2003 - The University of North Carolina at Chapel Hill
Matt Devries Skills
- Alternative Investments
- Leadership
- Portfolio Optimization
- Portfolio Management
- Risk Analytics
- Investment Research
- Model Portfolios
- Capital Markets
- Derivatives
- Business Development
- Bloomberg
- Finance
- Strategic Planning
- Morningstar
- Wealth Management
- Vlookup
- Equities
- Equity Research
- FINRA
- Program Management
- Risk Management
- Asset Management
- Separately Managed Accounts
- Microsoft Excel
- Marketing
- Options Strategies
- Fixed Income Strategies
- Financial Analysis
- Zephyr Style Advisor
- Index Options
- Series 24
- Project Management
- Trading
- Analytics
- Options
- Chartered Financial Analyst
Matt Devries Summary
- Matt Devries, based in Charlotte, NC, US, is currently a Portfolio Manager at Bragg Financial Advisors. Matt Devries brings experience from previous roles at Linden Thomas & Co., T3 Trading Group, LLC, TradeKing and Synergy Investment Group. Matt Devries holds a 1999 - 2003 Bachelor of Science (BS) in Business Administration and Management, General @ UNC Kenan-Flagler Business School. With a robust skill set that includes Alternative Investments, Leadership, Portfolio Optimization, Portfolio Management, Risk Analytics and more. Matt Devries has 1 emails on RocketReach.
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Top Bragg Financial Employees
Anthony Bykovsky
Portfolio Manager
Charlotte, NC, US
George Climer
Client Advisor
Charlotte, NC, US
Jeremy Clayton
Wealth Planner
Charlotte, NC, US
Emily Sheffield
Wealth Planner
Charlotte, NC, US
Lauren Klaiber
Portfolio Manager
Charlotte, NC, US
Benton Bragg
President, CEO
Charlotte, NC, US
Taylor Saenz
Client Experience Manager
Charlotte, NC, US
Meghan Oldis
Client Advisor
Charlotte, NC, US
Matt Devries
Portfolio Manager
Charlotte, NC, US
Debbie Taylor
Client Experience Officer
Charlotte, NC, US
Marc Scavo
Director of Advice, Client Advisor
Charlotte, NC, US
Phillips Bragg
Principal
Huntersville, NC, US
Steve Scruggs
Portfolio Management
Charlotte, NC, US
John Bragg
VP
Charlotte, NC, US
Dawn Cannon
CPA
United States
Heather Pitman
Director of Client Service
Charlotte, NC, US
Christopher Kearney
Wealth Planner
Charlotte, NC, US
Clint Townsend
Client Advisor
Charlotte, NC, US
Jen Muckley
Chief Operating Officer
Charlotte, NC, US
Evan Anderson
President and Client Advisor
Charlotte, NC, US
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