Suzanne Wittebort

Editor In Charge at Mergent, Inc.

Suzanne Wittebort

Suzanne Wittebort

Editor In Charge at Mergent, Inc.

Overview
RelSci Relationships

108

Number of Boards

2

Contact Data
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Relationships
RelSci Relationships are individuals Suzanne Wittebort likely has professional access to. A relationship does not necessarily indicate a personal connection.

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

Relationship likelihood: Strong

Chief Operations Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Founder at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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

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

Relationship likelihood: Strong

Registered Representative at Queens Road Securities LLC

Relationship likelihood: Average

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Suzanne Wittebort
Editor In Charge at Mergent, Inc.
Education
Class of 1973

Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.

Career History
Editor In Charge
1994 - ?

Mergent, Inc. provides financial information content online and publishes financial data. It offers research, analytics, data feeds, data collections, corporate actions, fixed income, private company and investor relations solutions. The firm's advanced data collection services, cloud-based applications, desktop analytics and print products it is able to provide solutions from top down economic and demographic information, to detailed equity and debt fundamental analysis. The company was founded in 1900 and is headquartered in Charlotte, NC.

Portfolio Manager & Member of Investment Committee
2004 - 2018

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.

Assistant Managing Editor & London Bureau Chief
Prior
Boards & Committees
Member, Board of Directors
Current
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