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



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

We look forward to learning about your financial goals.