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Steven H. Scruggs

Chief Operations Officer at Bragg Financial Advisors, Inc.

Steven H. Scruggs

Steven H. Scruggs

Chief Operations Officer at Bragg Financial Advisors, Inc.

Biography

Steven H. Scruggs

Director of Research, Senior Portfolio Manager, Member of Investment Committee

Steve serves as director of research and senior portfolio manager for Bragg Financial Advisors. Steve is also the primary portfolio manager of our two mutual funds, the Queens Road Value Fund and the Queens Road Small Cap Value Fund. Prior to joining Bragg Financial Advisors in 1999, Steve spent three years as a product manager with GMAC Insurance and Reliance Insurance Companies.

Steve earned his BA from North Carolina State University in 1992 and his MBA from Wake Forest University in 1996. He earned the right to use the Chartered Financial Analyst® (CFA®) designation in 2003. Steve is a member of the CFA Institute and the North Carolina Society of Financial Analysts.

Steve is married with four daughters and lives on a small family farm near Davidson, NC. Steve enjoys fishing, hunting, playing golf and being outdoors on the farm with his girls. Steve’s interest in hands-on learning has led him to build a variety of things, including: a wooden canoe; a snow-making machine so his daughters could sled; a smokehouse for curing meats; a pond to attract wildlife; and a kiln to forge steel for knife-making. He is especially proud of the "Huck Finn" raft that he built with his daughters.

Community Involvement

* A Giving Spirit Foundation: former Board Member
* Davidson Community Players: former Board member and treasurer
* Ramah Christian Classical School: former Board member and finance chair
* Davidson College Presbyterian Church: Elder and former stewardship committee chair
* Johnston YMCA: Former board member
* Bethlehem Center of Charlotte: Former chairman of the board

Steven H. Scruggs is a Registered Principal with Queens Road Securities, LLC Member FINRA/SIPC.

Overview

Career Highlights

Bragg Financial Advisors, Inc.

RelSci Relationships

151

Number of Boards

3

Contact Data

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Relationships

View Relationship Details

RelSci Relationships are individuals Steven H. Scruggs likely has professional access to. A relationship does not necessarily indicate a personal connection.

Benton S. Bragg

President at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

T. Ben Rose

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

Relationship likelihood: Strong

Matt DeVries

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

J. Frank Bragg, Jr.

Founder at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Suzanne Wittebort

Editor In Charge at Mergent, Inc.

Relationship likelihood: Strong

William Mcdonald

Executive Director at Bethlehem Center of Charlotte

Relationship likelihood: Strong

Jack Heil

Treasurer at Bethlehem Center of Charlotte

Relationship likelihood: Strong

Debbie Taylor

Client Experience Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

George E. Thompson

Superintendent at Bethlehem Center of Charlotte

Relationship likelihood: Strong

Dawn M. Cannon

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

Relationship likelihood: Strong

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You

Steven H. Scruggs

Chief Operations Officer at Bragg Financial Advisors, Inc.

Education

BA

Class of 1992

North Carolina State University

North Carolina State University,officially North Carolina State University at Raleigh,is a public, coeducational, research university located in Raleigh, North Carolina, United States. Commonly known as NC State or simply State, the university is part of the University of North Carolina system and is a land, sea, and space grant institution. The university forms one of the corners of the Research Triangle together with Duke University in Durham and The University of North Carolina at Chapel Hill.

Memberships

Member

CFA Institute

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member

North Carolina Society of Security Analysts

Career History

Chief Operations Officer

2002 - Current

Bragg Financial Advisors, Inc.

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.

Product Manager

Prior - 1998

GMAC Insurance Holdings, Inc.

GMAC Insurance Holdings, Inc. provides automobile insurance services. It provides insurance services for cars, recreational & commercial vehicles, and motorcycles. The company is headquartered in St. Louis, MO.

Product Manager

Prior

Reliance Insurance Company

Boards & Committees

Chairman, Board of Directors

Current

Bethlehem Center of Charlotte

Bethlehem Center of Charlotte in its relationship with the General Board of Global Ministries of the United Methodist Church provides and integrates human services to low-income residents.The agency helps each individual to develop mentally, physically, emotionally and spiritually and promotes racial understanding and social justice.

Member, Board of Directors

Current

The YMCA of Greater Charlotte

The YMCA of Greater Charlotte operates as a community service organization. It serves all people, regardless of their ability to pay, with programs that develop the spirit, mind, and body. It provides traditional daycare, an after school enrichment program, and day camp activities. It also offers programs designed to develop the spirit, mind and body through cardiovascular and muscular activity. The company was founded in November 1874 and is headquartered in Charlotte, NC.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci

$1,000 +

2002

Wake Forest University

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

$1,000 +

2001

Wake Forest University

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Political Donations

$1,000

2012

Mitt Romney

Senator at Office of the Senator from Utah, Mitt Romney

Other Affiliations

Steven H. Scruggs is affiliated with Bragg Financial Advisors, Inc., GMAC Insurance Holdings, Inc., Reliance Insurance Company, Bethlehem Center of Charlotte, The YMCA of Greater Charlotte

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Browse in-depth profiles on 10 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

Explore notable alumni from top universities and organizations. Expand your fundraising pool and make warm introductions to potential new business connections.

Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Steven H. Scruggs. 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 Steven H. Scruggs's profile does not indicate a business or promotional relationship of any kind between RelSci and Steven H. Scruggs.

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