Portfolio Manager
Lauren is a Portfolio Manager for Bragg Financial Advisors and is an active member of the Investment Committee.
Before joining the Bragg Financial team, Lauren spent sixteen years with Wells Fargo in their Wealth Management division. Most recently, she worked as a Senior Portfolio Manager on the Social Impact Investing team, which focused on ESG (environmental, social, and governance) investments to align client values with their investments. Prior to that, she served as a Senior Portfolio Manager on a team focused on large-cap equity investments within Wells Fargo.
Lauren enjoys spending time with her husband, Mike, and their two children, Madison and Cameron. They recently moved to Charlotte and are enjoying reconnecting to the area and introducing their kids to all the city has to offer. Lauren also serves on the board of the nonprofit Kindling Kiribati, which provides education and micro-loans to women in Kiribati so they can start businesses or enhance their business to become more self-reliant.
Responsibilities
- Portfolio Manager
- Investment Committee
Education & Professional Experience
- BS Business Administration, Finance, University of Tulsa
- CFA – Chartered Financial Analyst
Experience
- 16 years industry experience
- First year on Bragg team
- Wells Fargo, Social Impact Investing – Senior Portfolio Manager
- Wells Fargo, Equity Optimization – Senior Portfolio Manager
- Wells Fargo – Retirement Service Associate
Outside Interests
- Spending time with her husband and young children
- Traveling and exploring new destinations
- Baking sweet treats
Community Involvement
- Kindling Kiribati – Board member
- CFA Institute – Member
- NC Society of Financial Analysts - Member