Investment Committee

The Queens Road Funds are managed by Bragg Financial Advisors (BFA), a boutique Registered Investment Advisory firm located in Charlotte, North Carolina. BFA provides investment management on over $1 billion in assets for institutions and private clients. BFA was founded over 50 years ago and is owned and managed by four active family members. The Investment Committee, fund trustees, and firm principals and associates are the largest shareholders in the Queens Road Funds. We are pleased to offer the Queens Road Funds to qualified RIA firms. Please email John Bragg, CFP®, or call (888) 353‑0261 with questions or to schedule a call with Portfolio Manager Steve Scruggs, CFA®.

Steven H. Scruggs, CFA®
Portfolio Manager
Steven H. Scruggs

Responsibilities

Steve serves as the Portfolio Manager for the Queens Road Small Cap Value Fund and the Queens Road Value Fund. He is a member of the Investment Committee and the Director of Research for BFA.

Qualifications & Education

Steve received his BA from North Carolina State University in 1992 and his MBA from Wake Forest University in 1996. Steve has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the North Carolina Society of Financial Analysts.

Experience

Steve joined BFA in 1999 as a research analyst and was promoted to Director of Research in 2001. Prior to his work with BFA, Steve worked as Product Manager for GMAC Insurance and Reliance Insurance Companies.

Community Commitment

In addition to his management responsibilities, Steve joins the rest of the management team and employees at BFA in actively pursuing civic activities that give back to the community. Steve is a current or former board member of A Giving Spirit Foundation, the Davidson Community Players, and the Johnston YMCA. He is the former board chairman of the Bethlehem Center of Charlotte.

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Benton S. Bragg, CFP®, CFA®
Analyst
Benton S. Bragg

Responsibilities

Benton serves as an analyst on the Queens Road Small Cap Value Fund and the Queens Road Value Fund. Benton is the President and Chairman of the Investment Committee for BFA.

Qualifications & Education

Benton graduated cum laude with a BA from Wake Forest University in 1990 and he earned his MBA from Wake Forest University in 1997. He earned the Certified Financial PlannerTM (CFP®) certification in 1995 and earned the right to use the Chartered Financial Analyst® (CFA®) designation in 2000.

Experience

Benton worked with Bank of America for three years as a Branch Manager in Burlington, North Carolina before joining BFA in 1993 where he was promoted to President in 1998.

Community Commitment

Benton is a member of the Board of Trustees of Central Piedmont Community College and is a past member of the President's Advisory Council and the Foundation Board.He is the former Board Chairman of the Boy Scouts of America Mecklenburg County Council, and a current Executive Board Member and member of the Endowment Committee, as well as an Eagle Scout. Benton is a current or former board member of Phillips Academy, the Charlotte YMCA, the Charlotte Rotary Club and the Bioethics Research Group. Benton has been a guest lecturer at the Wake Forest University MBA School. In 2005 and 2008, Benton was named one of the nation’s Top 100 Wealth Advisors by Worth Magazine.

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T. Ben Rose, CFP®, AIF®
Analyst
T. Ben Rose

Responsibilities

Ben serves as an analyst for the Queens Road Value Fund. He is a member of the
Investment Committee and a Portfolio Manager for BFA.

Qualifications & Education

Ben graduated from Wake Forest University in 1992 with a BS in Business. He has earned the Certified Financial PlannerTM (CFP®) and Accredited Investment Fiduciary® (AIF®) certifications.

Experience

Before joining BFA in 2012, Ben was a founding partner of Cygnus Asset Management, an affiliate of the Wells Fargo Advisors Financial Network. At Cygnus, Ben chaired the Investment Committee and was lead portfolio manager. Prior to Cygnus, he spent eight years with Morgan Keegan as First Vice President. His areas of specialty included investment selection and research on mutual funds. Ben was a research analyst from 1998 to 2001 with IJL Wachovia, where his responsibilities included due diligence of institutional money managers that comprised the firm's recommended list. He started in the securities business and became a Registered Representative in 1995 with Smith Barney.

Community Commitment

Ben serves as a tutor with Heart Math Tutoring at Winterfield Elementary.

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Matt DeVries, CFA®
Analyst
Matt DeVries

Responsibilities

Matt serves as an analyst for the Queens Road Small Cap Value Fund. He is a Portfolio Manager for BFA.

Qualifications & Education

Matt graduated from the University of North Carolina at Chapel Hill with a double-major, earning a BS in Business Administration and a BA in Political Science. He earned the right to use the Chartered Financial Analyst® (CFA®) designation in 2010.

Experience

Prior to joining BFA in 2015, Matt led the investment team at a large independent wealth management firm in Charlotte. He was responsible for investment research, asset allocation, and selection of client investments. Prior to that, Matt worked with an online brokerage firm, advising high-net-worth clients on complex option trades.

Community Commitment

Matt volunteers with Camp LUCK, a non-profit organization that supports children born with congenital heart disease and their families.

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Suzanne Wittebort, CFS®
Suzanne Wittebort

Responsibilities

Suzanne is a member of the Investment Committee and is a Portfolio Manager for BFA.

Qualifications & Education

Suzanne graduated magna cum laude from Yale University in 1973, with honors in American Studies. She has earned the Certified Fund Specialist® (CFS®) certification.

Experience

Prior to joining BFA in 2004, she spent nine years with Moody's Investors Service's publications division, spun off in 1998 as Mergent, Inc. With Moody's and then Mergent, she served as editor-in-charge of investment handbooks, including Moody's Handbook of Common Stocks, Moody's Handbook of Nasdaq Stocks, and Moody's Handbook of Dividend Achievers.

Before joining Moody's, she spent two years as a senior editor for Business North Carolina Magazine. Before moving to North Carolina in 1992, she spent eleven years with Institutional Investor Magazine in New York and London in a variety of posts, including assistant managing-editor and London bureau chief, and for several years oversaw the magazine's banking and corporate finance coverage. With colleagues, she was the recipient of a 1986 Overseas Press Club of America award for business reporting from overseas for a package of stories on London's expansion as a financial center. In 1991 she also served as an adjunct instructor for a course on international economic issues offered jointly by Columbia University's graduate schools of business and journalism. Suzanne began her career in business journalism as a reporter for Fortune from 1976 to 1980, where she worked on a wide variety of stories and on the compilation of the 1977 Fortune 500.

Community Commitment

Suzanne is a singing member and past president of the Charlotte A Cappella Show Chorus. She serves on the steering committee for St. Peter’s Catholic Church’s partnership with Druid Hills Elementary school, where she serves as a weekly math tutor.

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J. Frank Bragg, Jr.
Founder of Bragg Financial Advisors
J. Frank Bragg

Responsibilities

Frank founded the predecessor to Bragg Financial Advisors in 1964. Since founding the firm, he has advised countless individuals and corporations in the areas of financial and estate planning, investment management and corporate benefit plans. While Frank is not involved in the daily work of the Investment Committee, clients of the firm benefit tremendously from his vision, long-term perspective and real life experience.

Education & Experience

Frank grew up in Oxford, North Carolina and graduated from Wake Forest University in 1961. Upon graduating from college, Frank immediately began his career in financial services, first working for Integon Life Insurance in Winston-Salem. In 1963, he moved his family to Charlotte and formed his own firm, which eventually became BFA.

Community Commitment

Frank is actively involved in the Charlotte community. He is the co-founder and board member of Right Moves for Youth which serves disadvantaged youth, a co-founder of Kids Repay, a former or present board member of Community Food Rescue, Presbyterian Hospital Foundation, Catawba Lands Conservancy, The Central YMCA, The Family Center, Gifts in Kind, Lees McRae College Board of Advisors and Wake Forest University Board of Visitors. In addition, Frank is an Eagle Scout and a former Scoutmaster of Troop 116 in Charlotte.

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