Anthony Bykovsky, Cfa Email & Phone Number

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.

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.

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.

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.

Served as the Membership and Scholarship chair. Helped grow the membership base by 14.9%. Implemented the new adjunct membership class.

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.

Muncie, In, Us

Mba, Concentration In Finance

Ba, Management & Economics