About
Andy Bruns, CFA, serves as a Senior Portfolio Manager and Director at MAI Capital Management, based in Cincinnati, Ohio. In his current role, he is responsible for overseeing investment portfolios for individual and institutional clients, with a focus on asset allocation, security selection, and ongoing portfolio monitoring and strategy implementation.
His expertise encompasses public equities, fixed income, and multi-asset strategies, with particular attention to portfolio construction and risk management for high net worth clients and family offices. Bruns is known for tailoring investment solutions that address client-specific objectives, often integrating traditional and alternative asset classes to deliver comprehensive wealth management.
Andy holds the Chartered Financial Analyst (CFA) designation, underscoring his proficiency in financial analysis and portfolio management. His career is distinguished by a commitment to fiduciary standards and contributing to the advancement of investment management best practices in the Midwest financial community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MAI Capital Management | Sr. Portfolio Manager | Jan 2024 to Present | — |
| Madison Wealth Management | Portfolio Manager | May 2022 to Feb 2024 | — |
| Wealthquest | Senior Investment Analyst | Jan 2019 to May 2022 | — |
| John D. Dovich & Associates | Portfolio Analyst | Mar 2013 to Jan 2019 | — |
| Opus Capital Management | Operations Coordinator | Dec 2009 to Mar 2013 | Responsible for statistical and quantitative reporting for Opus’ strategies and clients, day-to-day operational duties and backing up trading when necessary. Performed additional duties in preparing m... |
| Wells Fargo | Credit Manager | Jun 2009 to Dec 2009 | Responsible for contacting and then helping current Wells Fargo clients with managing and paying off revolving debt in the most efficient manner in addition to new business and loan generation. Acquir... |
| John D. Dovich & Associates, LLC | Intern | Sep 2007 to Apr 2009 | Responsible for preparing client presentations, placing monthly trades and maintaining a client relationship management (CRM) database as well as performing administrative and clerical tasks and assis... |
| Force Construction Company, Inc. | Laborer | Jun 2007 to Aug 2007 | — |
Education
Xavier University
B.S.B.A, Finance, Accounting
2005 — 2009
Skills & Expertise
Others at Mai Capital Management (22)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager, Director | Boston, MA , United States |
 | Chief Equity Strategist and Senior Portfolio Manager | New York, NY , United States |
 | Group Head | Managing Director | MAI Retirement | Ponte Vedra Beach, FL , United States |
 | Portfolio Management Analyst, Senior Associate | Cleveland, OH , United States |
 | Portfolio Manager | Solon, OH , United States |
 | Co-Regional President, Managing Director | Philadelphia, PA , United States |
 | Regional President, Senior Managing Director | St. Louis, MO , United States |
K Kurt Nye | Managing Partner, Chief Investment Officer | Cleveland, OH , United States |
R Robert Hamer | Managing Director | Northbrook, IL , United States |
 | Partner and Managing Director | Cleveland, OH , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
 | Client Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States |
 | Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States |
K Khristian Ortiz-Ortega | Trader | Clearstead Advisors, LLC | Norfolk, VA , United States |
 | Analyst | Clearstead Advisors, LLC | Lakewood, OH , United States |
