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

Mr. Steven H. Scruggs, CFA MBA, is a Director of Research at Bragg Financial Advisors, Inc. He is also the primary portfolio manager of our two mutual funds.Prior to joining Bragg Financial Advisors in 1999, he spent three years as a product manager with GMAC Insurance and Reliance Insurance Companies.He received his undergraduate degree from North Carolina State University and an MBA from Wake Forest University. He is a member of the CFA Institute and the North Carolina Society of Financial Analysts. He is a Registered Principal with Queens Road Securities, LLC Member FINRA/SIPC.

Overview
Career Highlights

Bragg Financial Advisors, Inc.

RelSci Relationships

146

Number of Boards

3

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 & Chief Executive Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

John Frank Bragg, III

Founder at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Suzanne Wittebort

Editor In Charge at Mergent, Inc.

Relationship likelihood: Strong

T. Ben Rose

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Matt DeVries

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

William Mcdonald

Executive Director at Bethlehem Center of Charlotte

Relationship likelihood: Strong

Malcolm E. Everett

Vice Chairman at The YMCA of Greater Charlotte

Relationship likelihood: Strong

Jack Heil

Treasurer at Bethlehem Center of Charlotte

Relationship likelihood: Strong

Dawn M. Cannon

Chief Compliance Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Debbie Taylor

Client Experience Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

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In The News
Business Wire
July 30, 2020
FPA and Queens Road Funds Announce Strategic Partnership
PR Newswire
April 27, 2020
Queens Road Small Cap Value Fund Named Morningstar's Best Performing Small Cap Value Fund for 1- and 3-Year Periods, Beating Russell 2000 Value Index; The Queens Road Small Cap Value Fund (QRSVX) has been named the best-performing mutual fund in the Morni
PRWeb
April 27, 2020
Queens Road Small Cap Value Fund Named Morningstar’s Best Performing...
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Jennifer Rene Psaki
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Boris Johnson
Rotting fish, lost business and piles of red tape. The reality of Brexit hits Br... - CNN
Trending People
Patrick Vallance
UK doctors seek review of 12-week gap between vaccine doses - Associated Press
Henry L. "Hank" Aaron
Home run king Aaron dies at 86THE QUOTE - South Florida Sun-Sentinel
Charles E. Schumer
February date set for Trump trialPelosi to send article of impeachment to Senate... - South Florida Sun-Sentinel
Jennifer Rene Psaki
Signing orders, urging more helpBiden offers some aid and asks Congress for bigg... - South Florida Sun-Sentinel
Boris Johnson
Rotting fish, lost business and piles of red tape. The reality of Brexit hits Br... - CNN
Paths to Steven H. Scruggs
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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 12 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

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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.
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