Kevin Runge, CFA®

Portfolio Manager, Director

Charlotte, NC


Kevin is a Portfolio Manager in MAI’s Charlotte office and is a member of MAI’s Fixed Income Committee. He joined the firm in 2021 following the acquisition of Queens Oak Advisors. Kevin brings over 20 years of investment experience to MAI, where he will work as part of the investment management team on asset allocation, trading, and overall strategy.

Prior to joining Queens Oak Advisors, he spent 14 years with a Charlotte-based asset manager, where he focused on trading, asset allocation, and investment operations for high-net-worth individuals. He also spent several years with a large institutional wealth manager working in the investment operations department.

Kevin earned a B.S. in Business Administration and a minor in Economics from Cal Poly – San Luis Obispo and is a CFA® charterholder.

We look forward to learning about your financial goals.