Portfolio Analyst
Beth is a portfolio analyst and oversees portfolio reporting and performance measurement for the wealth management clients of Bragg Financial Advisors.
Beth joined Bragg Financial in 1997 from Wachovia Bank (now Wells Fargo), where she worked in investment account administration. A native of Bowling Green, Ohio, she studied accounting at Owens College in Toledo and graduated from the Ohio Institute of Photography in Dayton.
Beth is married and has two children. In her free time, Beth enjoys paddle boarding and long walks. She also enjoys working in the yard, gardening and flower arranging. She is a member of Davidson United Methodist church and volunteers at CVAN.
Responsibilities
- Portfolio Analyst
Education & Professional Experience
- Owens College
- Ohio Institute of Photography
Experience
- 42 years industry experience
- 28 years on Bragg team
- Wachovia Bank (now Wells Fargo) – Investment Account Administration
Outside Interests
- Family beach trips
- Vegetable and flower gardening
- Spending time on the lake, boating, kayaking and paddle boarding