Anthony Bykovsky
Portfolio Management | Asset Allocation | Research & Analysis
- Role
- Portfolio Manager at Bragg Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Manager
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.
Education
Ball State University
MBA, Concentration in Finance
Anderson University
BA, Management & Economics
Skills
- Customer Service
- Debt Management
- Accounting
- Ria
- Institutional Investments
- Microsoft Excel
- Financial Analysis
- Microsoft Office
- Cfa
- Retirement Planning
- Retirement Plan Consulting
- Asset Allocation
- Public Speaking
- Financial Modeling
- Investment Research
- Investment Advisory
- Investments
- Financial Planning
- Financial Education
- Portfolio Management
- Asset Management
- Investment Management
- Financial Services
- Cash Flow Analysis
- Investment Strategies
- Financial Reporting
- Strategic Planning
- Registered Investment Advisor
- Wealth Management
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