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Bill Bruns

Senior Wealth Advisor & Team Leader, Managing Director

Cincinnati, OH

Work Experience

Joined MAI in 2019 and is responsible for the development of wealth strategies and strategic financial plans for the firm’s clients
Was a Principal and Partner at the former John D. Dovich & Associates, joining the firm in 2010
Has been in the investment industry since 1997 and comes to MAI with years of experience helping high net worth individuals and families define and meet their goals and objectives
Started his career as a brokerage trader at Fidelity Investments and then spent five years as an equity and derivatives trader/analyst and portfolio manager at Schaeffer’s Investment Research
Was a Principal and Investment Specialist for the Cincinnati office of the MassMutual Financial Group

Life Outside of MAI

Has been active in coaching youth sports including football, baseball, basketball, and soccer for the past decade

Education