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
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President & Chief Executive Officer at Bragg Financial Advisors, Inc.

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Founder at Bragg Financial Advisors, Inc.

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Editor In Charge at Mergent, Inc.

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Portfolio Manager at Bragg Financial Advisors, Inc.

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Portfolio Manager at Bragg Financial Advisors, Inc.

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Executive Director at Bethlehem Center of Charlotte

Relationship likelihood: Strong

Vice Chairman at The YMCA of Greater Charlotte

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Treasurer at Bethlehem Center of Charlotte

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Chief Compliance Officer at Bragg Financial Advisors, Inc.

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Client Experience Officer at Bragg Financial Advisors, Inc.

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Steven H. Scruggs
Chief Operations Officer at Bragg Financial Advisors, Inc.
Education
BA
Class of 1992

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

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.

Career History
Chief Operations Officer
2002 - 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.

Product Manager
Prior - 1998

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
Boards & Committees
Chairman, Board of Directors
Current

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 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 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 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

Senator at Office of the Senator from Utah, Mitt Romney

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