Profil
Mr. Benton S.
Bragg, CFA MBA, is a President & Chief Executive Officer at Bragg Financial Advisors, Inc. He is on the Board of Directors at Mecklenburg County Council Boy Scouts of America.
He also serves as chairman of the Investment Committee at Bragg.
He was promoted to President and CEO at Bragg in 1998.
He worked in the consumer bank of Bank of America for three years before joining Bragg Financial Advisors in 1993.
He served as President of the Mecklenburg County Scout Council and has served in a variety of other leadership roles on the board for over 12 years.
He graduated cum laude with a BA from Wake Forest University in 1990 and he earned his MBA from Wake Forest University in 1997.
He earned the Certified Financial Planner certification in 1995 and earned the right to use the Chartered Financial Analyst designation in 2000.
He is a Registered Principal with Queens Road Securities, LLC Member FINRA/SIPC.
Postes actifs de Benton Sellers Bragg
| Sociétés | Poste | Début |
|---|---|---|
Bragg Financial Advisors, Inc.
Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg uses a disciplined investment approach based on Modern Portfolio theory and other proven academic research. Their philosophy emphasizes diversification, long-term holding periods, fundamental analysis, and risk-adjusted returns. The firm’s portfolio is typically invested in individual securities, indexed and actively managed mutual funds and Exchange-Traded Funds (ETF). | Directeur Général | 01/01/1998 |
Mecklenburg County Council Boy Scouts of America
Mecklenburg County Council Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services Provides community development programs | Directeur/Membre du Conseil | - |
Anciens postes connus de Benton Sellers Bragg
| Sociétés | Poste | Fin |
|---|---|---|
Bank of America Capital Advisors LLC
Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Corporate Officer/Principal | 31/12/1992 |
Formation de Benton Sellers Bragg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bragg Financial Advisors, Inc.
Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg uses a disciplined investment approach based on Modern Portfolio theory and other proven academic research. Their philosophy emphasizes diversification, long-term holding periods, fundamental analysis, and risk-adjusted returns. The firm’s portfolio is typically invested in individual securities, indexed and actively managed mutual funds and Exchange-Traded Funds (ETF). | Finance |
Bank of America Capital Advisors LLC
Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Finance |
Wake Forest University
Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mecklenburg County Council Boy Scouts of America
Mecklenburg County Council Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services Provides community development programs | Commercial Services |
















