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Kevin Runge, CFA®

Portfolio Manager, Director

Charlotte, NC

Work Experience

Joined MAI in 2021 following the acquisition of Queens Oak Advisors
Brings over 20 years of investment experience to MAI, where he works as part of the investment management team on asset allocation, trading, and overall strategy
Spent 14 years with a Charlotte-based asset manager, where he focused on trading, asset allocation, and investment operations for high-net-worth individuals
Spent several years with a large institutional wealth manager working in the investment operations department

Education

Cal Poly-San Luis Obispo, BS in Business Administration and a minor in Economics