Matt DeVries

Portfolio Manager at Bragg Financial Advisors, Inc.

Matt DeVries

Matt DeVries

Portfolio Manager at Bragg Financial Advisors, Inc.

Biography

Matt is a portfolio manager and a member of the Investment Committee at Bragg Financial Advisors. Matt serves as an analyst for the Queens Road Small Cap Value fund, which is managed by Bragg Financial.

Prior to joining the Bragg team, Matt 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, Matt worked with an online brokerage firm, advising high-net-worth clients on complex option trades.

Matt is married to Sara and has two young children. Matt was born in Iowa but spent his childhood growing up in Charlotte, where his parents still live. Matt spends most of his free time with his children and cheering on his Tar Heels. He is an active member of St. Matthew Catholic Church and is involved with Camp LUCK (supporting children affected by CHD). Matt also encourages everyone to join him in saving lives by donating blood with the Red Cross every two months.

Matt DeVries is a Registered Representative with Queens Road Securities, LLC Member FINRA/SIPC.

Overview
RelSci Relationships

17

Number of Boards

1

Relationships
RelSci Relationships are individuals Matt DeVries likely has professional access to. A relationship does not necessarily indicate a personal connection.

President at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Chief Operations Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Portfolio Manager & Member of Investment Committee at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Editor In Charge at Mergent, Inc.

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Founder at Bragg Financial Advisors, Inc.

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Client Experience Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Chief Compliance Officer, Controller & Tax Specialist at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Director of Planning & Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Vice President, Retirement, Estate & Charitable Planning at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

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Matt DeVries
Portfolio Manager at Bragg Financial Advisors, Inc.
Education
Class of 2003

Established in 1919 as the Department of Commerce of UNC Chapel Hill's College of Arts, the School was renamed the Kenan-Flagler Business School in 1991 to honor two prominent American business families and benefactors of the School: philanthropist Mary Lily Kenan Flagler and her husband, Henry Morrison Flagler. The renaming was in recognition of a generous gift from Frank Hawkins Kenan, another Kenan family member and benefactor of the School's Kenan Institute of Private Enterprise.

Career History
Portfolio Manager
2015 - Current

Bragg Financial Advisors' investment approach emphasizes diversification, long-term holding periods and fundamental analysis. the firm seeks to achieve superior risk-adjusted returns through investments in portfolios comprised of stocks, bonds and mutual funds. Investment strategies and target portfolio allocations are developed by the financial investment policy committee. This committee, made up of analysts and portfolio managers, analyzes each security considered for inclusion in a portfolio. Portfolios are managed individually according each client's written investment policy statement. Assets within portfolios are allocated to meet each client's risk tolerance, tax circumstances and liquidity needs.

Other Affiliations

Matt DeVries is affiliated with Bragg Financial Advisors, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Matt DeVries. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Matt DeVries's profile does not indicate a business or promotional relationship of any kind between RelSci and Matt DeVries.