Matt Devries Email & Phone Number
Portfolio Manager @ Bragg Financial
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Matt Devries Location
- Charlotte, NC, US
Matt Devries Work
- 2015 -now Portfolio Manager @
- 2012 -2015 Portfolio Manager @ Linden Thomas & Co.
- 2012 -2012 Proprietary Trader @
- 2011 -2012 Trade Desk and MVP Support @ TradeKing
- 2010 -2011 VP Operations and Securities Principal @
- 2004 -2009 Proprietary Trader @ Fountain Rock Capital
Matt Devries Education
- University of North Carolina at Chapel Hill - 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 @ University of North Carolina at Chapel Hill - 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 2 emails on RocketReach.
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Top Bragg Financial Employees
George Climer
Client Advisor
Charlotte, NC, US
Emily Sheffield
Wealth Planner
Charlotte, NC, US
Benton Bragg
President, CEO
Charlotte, NC, US
Meghan Oldis
Client Advisor
Charlotte, NC, US
Matt Devries
Portfolio Manager
Charlotte, NC, US
Marc Scavo
Director of Advice, Client Advisor
Charlotte, NC, US
Phillips Bragg
Principal
Huntersville, NC, US
Dawn Cannon
CPA
United States
Christopher Kearney
Wealth Planner
Charlotte, NC, US
Jen Muckley
Chief Operating Officer
Charlotte, NC, US
Evan Anderson
President and Client Advisor
Charlotte, NC, US
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