Steven H. Scruggs, CFA

  • Published May 9, 2019

Director of Research

Steve serves as director of research and senior portfolio manager for Bragg Financial Advisors. Steve is also the primary portfolio manager of our two mutual funds, the Queens Road Value Fund and the Queens Road Small Cap Value Fund.

Prior to joining Bragg Financial Advisors in 1999, Steve spent three years as a product manager with GMAC Insurance and Reliance Insurance Companies. Steve is a member of the CFA Institute and the North Carolina Society of Financial Analysts.

Steve is married with four daughters and lives on a small family farm near Davidson, North Carolina. Steve enjoys fishing, hunting, playing golf and being outdoors on the farm with his girls. Steve’s interest in hands-on learning has led him to build a variety of things, including  a cedar strip stand-up paddle board, a snow-making machine so his daughters could sled, a smokehouse for curing meats, and a pond to attract wildlife. He also converted an old grill into a kiln that is hot enough to forge steel so that he can make knives.

Steven H. Scruggs is a Registered Principal with Queens Road Securities, LLC Member FINRA/SIPC.

Responsibilities

  • Director of Research
  • Portfolio Manager – Queens Road Funds
  • Member of Investment Committee

Education & Professional Experience

  • BA Business Management, North Carolina State University
  • MBA – Wake Forest University
  • CFA – Chartered Financial Analyst

Experience

  • 28 years industry experience
  • 20 years on Bragg team
  • Reliance Insurance Company – Product Management
  • GMAC Insurance Company – Product Management

Outside Interests

  • Fishing, hunting, being outdoors on the farm with my four daughters
  • Getting knee-deep in a good project and learning how to do something new
  • Reading and research; have read the biographies of 26 of our US presidents

Community Involvement

  • Catawba Lands Conservancy: Board member
  • A Giving Spirit Foundation: Former board member
  • Davidson Community Players: Former board member and treasurer
  • Ramah Christian Classical School: Former board member and finance chair
  • Davidson College Presbyterian Church: Elder, former stewardship committee chair, Pastor Search Committee
  • Johnston YMCA: Former board member
  • Bethlehem Center of Charlotte: Former chairman of the board