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Matt Devries, Cfa Email & Phone Number

Portfolio Manager at Bragg Financial Advisors
Location: Charlotte, North Carolina, United States 6 work roles 2 schools
1 work email found @braggfinancial.com 6 phones found area 704 and 980 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email m****@braggfinancial.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Bragg Financial Advisors
Role
Portfolio Manager
Location
Charlotte, North Carolina, United States
Company size
24 employees

Who is Matt Devries, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Matt Devries, Cfa is listed as Portfolio Manager at Bragg Financial Advisors, a company with 24 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at braggfinancial.com, phone signal with area code 704, 980, and a matched LinkedIn profile for Matt Devries, Cfa.

Matt Devries, Cfa previously worked as Portfolio Manager at Linden Thomas & Co. and Proprietary Trader at T3 Trading Group, Llc. Matt Devries, Cfa holds Bachelor Of Science (Bs), Business Administration And Management, General from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.

Company email context

Email format at Bragg Financial Advisors

This section adds company-level context without repeating Matt Devries, Cfa's masked contact details.

{first}@braggfinancial.com
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AeroLeads found 1 current-domain work email signal for Matt Devries, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Matt Devries, Cfa

Matt Devries, Cfa is a Portfolio Manager at Bragg Financial Advisors. He possess expertise in equities, trading, risk management, finra, portfolio management and 25 more skills.

Listed skills include Equities, Trading, Risk Management, Finra, and 26 others.

Current workplace

Matt Devries, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Bragg Financial Advisors
Bragg Financial Advisors
Portfolio Manager
charlotte, north carolina, united states
Website
braggfinancial.com
Employees
24
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Company profile
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6 roles

Matt Devries, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Linden Thomas & Co.

Charlotte, North Carolina Area

Lead research and trading team for largest producing advisor across all Wells Fargo advisory channels with AUM over $1.1 billion. Manage portfolios based on top-down asset allocation using a mix of institutional managers, firm managed fixed income strategies, and passive indexing tailored to the goals of HNW clients.

Dec 2012 - Aug 2015

Proprietary Trader

T3 Trading Group, Llc

Independently manage account for consistent returns in equity markets by developing and executing trading plan focused on risk management by creating long/short investment plans merging fundamental and technical analytics to identify which companies will lead the market going forward

Jul 2012 - Dec 2012

Trade Desk/Mvp Support

Tradeking

Provided reliable execution and worked directly with highest revenue “MVP” clients on developing and implementing complex option strategies for discount broker continually singled out as the industry leader in customer service

Mar 2011 - Jul 2012

Vp Operations / Securities Principal

Synergy Investment Group

Managed trade desk & operations and acted as principal supervising 25+ reps and all municipal bond/529 business while also providing operational support at boutique full-service broker dealer catering to high revenue financial advisors. Also, served as primary contact with Penson Financial and Pershing Clearing for trading operations.

Mar 2010 - Mar 2011

Proprietary Trader

Fountain Rock Capital

Actively managed firm portfolio by executing researched and developed strategies based on macro-economic trends and short-term order flow.

Jan 2004 - Nov 2009
Team & coworkers

Colleagues at Bragg Financial Advisors

Other employees you can reach at braggfinancial.com. View company contacts for 24 employees →

GC George Climer George Climer Colleague at Bragg Financial Advisors Charlotte, North Carolina, United States, United States View → MK Marta Keiser Marta Keiser Colleague at Bragg Financial Advisors United States, United States View → TS Taylor Saenz Taylor Saenz Colleague at Bragg Financial Advisors Charlotte, North Carolina, United States, United States View → KF Kermeka Ferguson Kermeka Ferguson Colleague at Bragg Financial Advisors Charlotte, North Carolina, United States, United States View → EA Evan Anderson, Cpa, Cfp Evan Anderson, Cpa, Cfp Colleague at Bragg Financial Advisors Charlotte Metro, United States View → DC Dawn Cannon Dawn Cannon Colleague at Bragg Financial Advisors United States, United States View → LA Lynn Araujo, Cfp® Lynn Araujo, Cfp® Colleague at Bragg Financial Advisors Charlotte, North Carolina, United States, United States View → SL Sheena Lopez Sheena Lopez Colleague at Bragg Financial Advisors Charlotte, North Carolina, United States, United States View → DT Debbie Taylor Debbie Taylor Colleague at Bragg Financial Advisors Charlotte, North Carolina, United States, United States View → MP Meghan Paladino Meghan Paladino Colleague at Bragg Financial Advisors Rock Hill, South Carolina, United States, United States View →
2 education records

Matt Devries, Cfa education

FAQ

Frequently asked questions about Matt Devries, Cfa

Quick answers generated from the profile data available on this page.

What company does Matt Devries, Cfa work for?

Matt Devries, Cfa works for Bragg Financial Advisors.

What is Matt Devries, Cfa's role at Bragg Financial Advisors?

Matt Devries, Cfa is listed as Portfolio Manager at Bragg Financial Advisors.

What is Matt Devries, Cfa's email address?

AeroLeads has found 1 work email signal at @braggfinancial.com for Matt Devries, Cfa at Bragg Financial Advisors.

What is Matt Devries, Cfa's phone number?

AeroLeads has found 6 phone signal(s) with area code 704, 980 for Matt Devries, Cfa at Bragg Financial Advisors.

Where is Matt Devries, Cfa based?

Matt Devries, Cfa is based in Charlotte, North Carolina, United States while working with Bragg Financial Advisors.

What companies has Matt Devries, Cfa worked for?

Matt Devries, Cfa has worked for Bragg Financial Advisors, Linden Thomas & Co., T3 Trading Group, Llc, Tradeking, and Synergy Investment Group.

Who are Matt Devries, Cfa's colleagues at Bragg Financial Advisors?

Matt Devries, Cfa's colleagues at Bragg Financial Advisors include George Climer, Marta Keiser, Taylor Saenz, Kermeka Ferguson, and Evan Anderson, Cpa, Cfp.

How can I contact Matt Devries, Cfa?

You can use AeroLeads to view verified contact signals for Matt Devries, Cfa at Bragg Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Matt Devries, Cfa attend?

Matt Devries, Cfa holds Bachelor Of Science (Bs), Business Administration And Management, General from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.

What skills is Matt Devries, Cfa known for?

Matt Devries, Cfa is listed with skills including Equities, Trading, Risk Management, Finra, Portfolio Management, Finance, Series 24, and Analytics.

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