Andrew Bruns, CFA

Senior Portfolio Manager, Director

Cincinnati, OH

LET'S CONNECT

Designations

  • Chartered Financial Analyst

 

Work Experience

  • Joined MAI in 2024 as a result of the acquisition of Madison Wealth Management where he was a Portfolio Manager
  • Over 12 years of experience in the financial industry with a background in investment research, portfolio implementation, securities trading, and portfolio accounting
  • Before joining Madison Wealth Management, he was a Senior Investment Strategist at Wealthquest Corporation, and had several years of experience working at another investment advisory firm as a Portfolio Analyst prior to that

 

Life Outside of MAI 

  • Enjoys hiking, skiing and photography

 

Education

  • Xavier University, B.S. with a major in Finance and Accounting

We look forward to learning about your financial goals.

CONTACT