Anthony Bykovsky, Cfa

Anthony Bykovsky, Cfa Email and Phone Number

Portfolio Manager @ Bragg Financial
Anthony Bykovsky, Cfa's Location
Charlotte, North Carolina, United States, United States
Anthony Bykovsky, Cfa's Contact Details

Anthony Bykovsky, Cfa work email

Anthony Bykovsky, Cfa personal email

Anthony Bykovsky, Cfa phone numbers

About Anthony Bykovsky, Cfa

Anthony Bykovsky, Cfa is a Portfolio Manager at Bragg Financial. He possess expertise in financial analysis, financial modeling, accounting, customer service, strategic planning and 24 more skills. He is proficient in Russian. Colleagues describe him as "Anthony Bykovsky served as my manager for 9 months. As a manager, he is well-spoken, positive and cares about his team. He met with us regularly to explore our goals and trouble-shoot any issues that may have arisen. Anthony does not waver under pressure. He is able to maintain professionalism and tact in a variety of situations, and is always thinking about what is best for his team.", "I worked with Anthony for just over five years. He is a great employee - intelligent, hard-working, and dedicated. He would be an asset to any organization.", and "Anthony and I worked together as fellow officers on the CFA Society of Indianapolis Board of Directors. I relied on Anthony while I was the VP/Programming Chairperson to communicate with and manage relationships with the society membership base, which he carried out flawlessly. Anthony and I have also represented the society at larger CFA Institute leadership conferences together as well. Additionally, I have observed Anthony during Q&A sessions with world class portfolio managers and investment strategists on several occasions where he demonstrated a keen understanding of the financial markets based on his questions to those speaking. I would describe Anthony as professional, reliable, and competent. I recommend Anthony Bykovsky."

Anthony Bykovsky, Cfa's Current Company Details
Bragg Financial

Bragg Financial

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Portfolio Manager
Anthony Bykovsky, Cfa Work Experience Details
  • Bragg Financial
    Portfolio Manager
    Bragg Financial Aug 2021 - Present
    Charlotte, Nc, Us
    Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years. Today, Bragg Financial provides fee-based asset management and planning for individuals, trusts, foundations, and corporations. A Registered Investment Advisor, our firm offers a unique combination of experience, expertise, and exceptional service. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service.Key responsibilities include portfolio management, investment research and due diligence, economic and market outlooks, client servicing and business development.Extensive experience in client communication, investment policy statements, strategic asset allocation, security analysis, portfolio construction, trading and tax management.
  • Barings
    Associate Director, Global Business Development
    Barings Nov 2017 - Jul 2021
    Charlotte, North Carolina, Us
    Barings is a privately held, leading credit and alternative asset manager with $345+ Billion in AUM. With expertise spanning public & private credit, private equity, real assets and real estate, I was focused on distribution of Barings strategies to the RIA, Bank, Trust, Family Office and other Intermediaries in North America.
  • Bedel Financial Consulting, Inc.
    Portfolio Manager & Operations Manager
    Bedel Financial Consulting, Inc. May 2012 - Aug 2017
    Indianapolis, Indiana, Us
    Key responsibilities included portfolio management, investment research and due diligence, economic and market outlooks, client servicing and business development.Extensive experience in client communication, investment policy statements, strategic asset allocation, security analysis, portfolio construction, trading and tax management.Managed the Operations Team and trained junior associates.Bedel Financial Consulting, Inc. provides fee-only financial planning and investment management services to individuals and families; advice and fiduciary guidance to trustees of employer retirement plans provided by corporations, educational institutions and not-for-profit organizations; and investment management and oversight for institutional investment portfolios and charitable endowments. The firm manages over $1.5 billion in assets, and is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country, according to WealthManagement.com.
  • Cfa Society Of Indianapolis
    Secretary Officer, Board Of Directors
    Cfa Society Of Indianapolis Jul 2016 - Jul 2017
    As the Secretary I was primarily responsible for maintaining all records of meetings and communication with the appropriate members, officers, and board members. Other responsibilities included managing job postings, updating the CFA society website and attending Society Leadership Conferences.
  • Cfa Society Of Indianapolis
    Membership Chair, Board Of Directors
    Cfa Society Of Indianapolis Jul 2014 - Jul 2016
    Served as the Membership and Scholarship chair. Helped grow the membership base by 14.9%. Implemented the new adjunct membership class.
  • City Real Estate Advisors, Inc.
    Financial Analyst
    City Real Estate Advisors, Inc. Feb 2010 - May 2012
    Indianapolis, Indiana, Us
    Credit & UnderwritingPrimary responsibilities included underwriting, analysis, financial modeling and due diligence for real estate investments. Underwritten over $130 million in Low Income Housing Tax Credit (LIHTC) equity financing.
  • Ball State University
    Graduate Assistant, Department Of Finance & Insurance
    Ball State University Aug 2007 - May 2009
    Muncie, In, Us

Anthony Bykovsky, Cfa Skills

Financial Analysis Financial Modeling Accounting Customer Service Strategic Planning Financial Reporting Financial Education Financial Services Institutional Investments Investment Advisory Investment Strategies Investments Portfolio Management Registered Investment Advisor Ria Wealth Management Retirement Plan Consulting Public Speaking Investment Research Microsoft Office Microsoft Excel Asset Allocation Financial Planning Debt Management Cfa Cash Flow Analysis Asset Management Retirement Planning Investment Management

Anthony Bykovsky, Cfa Education Details

  • Ball State University
    Ball State University
    Concentration In Finance
  • Anderson University
    Anderson University
    Management & Economics

Frequently Asked Questions about Anthony Bykovsky, Cfa

What company does Anthony Bykovsky, Cfa work for?

Anthony Bykovsky, Cfa works for Bragg Financial

What is Anthony Bykovsky, Cfa's role at the current company?

Anthony Bykovsky, Cfa's current role is Portfolio Manager.

What is Anthony Bykovsky, Cfa's email address?

Anthony Bykovsky, Cfa's email address is an****@****ail.com

What is Anthony Bykovsky, Cfa's direct phone number?

Anthony Bykovsky, Cfa's direct phone number is +176563*****

What schools did Anthony Bykovsky, Cfa attend?

Anthony Bykovsky, Cfa attended Ball State University, Anderson University.

What skills is Anthony Bykovsky, Cfa known for?

Anthony Bykovsky, Cfa has skills like Financial Analysis, Financial Modeling, Accounting, Customer Service, Strategic Planning, Financial Reporting, Financial Education, Financial Services, Institutional Investments, Investment Advisory, Investment Strategies, Investments.

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