T. Ben Rose

Director of Portfolio Management at Bragg Financial Advisors, Inc.

T. Ben Rose

T. Ben Rose

Director of Portfolio Management at Bragg Financial Advisors, Inc.

Overview
Career Highlights

Cygnus Asset Management SGIIC SA

RelSci Relationships

772

Number of Boards

1

Relationships
RelSci Relationships are individuals T. Ben Rose 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

Founder at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Editor In Charge at Mergent, Inc.

Relationship likelihood: Strong

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Client Experience Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Chief Compliance Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Human Resources Director at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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T. Ben Rose
Director of Portfolio Management at Bragg Financial Advisors, Inc.
Education
Class of 1992

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.

Career History
Director of Portfolio Management
2012 - Current

Bragg Financial Advisors' portfolio construction and management process emphasizes diversification and strategic allocation among different asset classes. 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.

Founding Partner
Prior

CYAM is an active, specialized manager which employs fundamental-based investment strategies with a strong emphasis on risk control, seeking to develop specialized and differentiated alternative investment vehicles.The firm’s investment universe includes traditional electricity, gas and water utilities, as well as companies involved in renewable energy such as wind and solar power generators and manufacturers. Their event-driven strategy aims to capture opportunities around corporate actions in Europe. The strategy maintains positions in companies currently or prospectively involved in corporate transactions including mergers, spin-offs, restructurings, regulatory changes, financial distress, tender offers, shareholder buybacks, debt exchanges, security issuance or other capital structure adjustments.

First Vice President
Prior

Founded in 1969, Morgan Keegan & Co., Inc. is a broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF).

Non-Profit Donations & Grants

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$500 - $999
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.

$500 +
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.

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