Sr. Portfolio Manager
Current
Jan 2024 - Present
AeroLeads people directory · profile
Andy Bruns, Cfa Email & Phone Number
Sr. Portfolio Manager
at
MAI Capital Management
1 work email found
@madisonadvisors.com
1 phone found area 513
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Portfolio Manager
Location
Cincinnati, Ohio, United States
Company size
Who is Andy Bruns, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Andy Bruns, Cfa is listed as Sr. Portfolio Manager at MAI Capital Management, a company with 169 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at madisonadvisors.com, phone signal with area code 513, and a matched LinkedIn profile for Andy Bruns, Cfa.
Andy Bruns, Cfa previously worked as Portfolio Manager at Madison Wealth Management and Senior Investment Analyst at Wealthquest. Andy Bruns, Cfa holds B.S.B.A, Finance, Accounting from Xavier University.
Company email context
Email format at MAI Capital Management
This section adds company-level context without repeating Andy Bruns, Cfa's masked contact details.
*@madisonadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Andy Bruns, Cfa. Compare company email patterns before reaching out.
Profile bio
About Andy Bruns, Cfa
Andy Bruns, Cfa is a Sr. Portfolio Manager at MAI Capital Management. He possess expertise in finance, investments, portfolio management, financial services, accounting and 7 more skills.
Listed skills include Finance, Investments, Portfolio Management, Financial Services, and 8 others.
Current workplace
Andy Bruns, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Mai Capital Management
8 roles
Andy Bruns, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
May 2022 - Feb 2024
Senior Investment Analyst
Jan 2019 - May 2022
Portfolio Analyst
John D. Dovich & Associates
Mar 2013 - Jan 2019
Operations Coordinator
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 marketing collateral, databases and requests for proposals (RFPs) as well as completing special projects for management and handling the firm’s information.
Dec 2009 - Mar 2013
Credit Manager
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.Acquired skills and knowledge in sales practices, customer service, loan generation, credit ratings and scores, and related management functions.Educated current and.
Jun 2009 - Dec 2009
Intern
John D. Dovich & Associates, Llc
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 assisting other employees with miscellaneous projects as needed.Designed a system to streamline and automate approximately 3,400 trades annually and also revised.
Sep 2007 - Apr 2009
Laborer
Jun 2007 - Aug 2007
Team & coworkers
Colleagues at MAI Capital Management
Other employees you can reach at mai.capital. View company contacts for 169 employees →
CP
Craig Petti, Rfc, ® Aif ®
Colleague at Mai Capital Management
Beachwood, Ohio, United States, United States
View →
SP
Stephen Polan
Colleague at Mai Capital Management
Bethesda, Maryland, United States, United States
View →
ER
Emily Rasmussen
Colleague at Mai Capital Management
Lafayette, California, United States, United States
View →
TM
Tom Mirra
Colleague at Mai Capital Management
Harrison, New York, United States, United States
View →
PK
Poornima Krishnan
Colleague at Mai Capital Management
Independence, Ohio, United States, United States
View →
PG
Patrick Goodlin
Colleague at Mai Capital Management
Olmsted Falls, Ohio, United States, United States
View →
MP
Michelle Pelini
Colleague at Mai Capital Management
Canfield, Ohio, United States, United States
View →
DZ
Dan Zug
Colleague at Mai Capital Management
Bucharest, Bucharest, Romania, Romania
View →
HU
Hamza Uronov
Colleague at Mai Capital Management
Brooklyn, New York, United States, United States
View →
JB
Jennifer Baham, Cfp®
Colleague at Mai Capital Management
Boulder, Colorado, United States, United States
View →
Craig Petti, Rfc, ® Aif ®
Colleague at Mai Capital Management
Beachwood, Ohio, United States, United States
View →
SP
Stephen Polan
Colleague at Mai Capital Management
Bethesda, Maryland, United States, United States
View →
ER
Emily Rasmussen
Colleague at Mai Capital Management
Lafayette, California, United States, United States
View →
TM
Tom Mirra
Colleague at Mai Capital Management
Harrison, New York, United States, United States
View →
PK
Poornima Krishnan
Colleague at Mai Capital Management
Independence, Ohio, United States, United States
View →
PG
Patrick Goodlin
Colleague at Mai Capital Management
Olmsted Falls, Ohio, United States, United States
View →
MP
Michelle Pelini
Colleague at Mai Capital Management
Canfield, Ohio, United States, United States
View →
DZ
Dan Zug
Colleague at Mai Capital Management
Bucharest, Bucharest, Romania, Romania
View →
HU
Hamza Uronov
Colleague at Mai Capital Management
Brooklyn, New York, United States, United States
View →
JB
Jennifer Baham, Cfp®
Colleague at Mai Capital Management
Boulder, Colorado, United States, United States
View →
1 education record
Andy Bruns, Cfa education
FAQ
Frequently asked questions about Andy Bruns, Cfa
Quick answers generated from the profile data available on this page.
What company does Andy Bruns, Cfa work for?
Andy Bruns, Cfa works for MAI Capital Management.
What is Andy Bruns, Cfa's role at MAI Capital Management?
Andy Bruns, Cfa is listed as Sr. Portfolio Manager at MAI Capital Management.
What is Andy Bruns, Cfa's email address?
AeroLeads has found 1 work email signal at @madisonadvisors.com for Andy Bruns, Cfa at MAI Capital Management.
What is Andy Bruns, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 513 for Andy Bruns, Cfa at MAI Capital Management.
Where is Andy Bruns, Cfa based?
Andy Bruns, Cfa is based in Cincinnati, Ohio, United States while working with MAI Capital Management.
What companies has Andy Bruns, Cfa worked for?
Andy Bruns, Cfa has worked for Mai Capital Management, Madison Wealth Management, Wealthquest, John D. Dovich & Associates, and Opus Capital Management.
Who are Andy Bruns, Cfa's colleagues at MAI Capital Management?
Andy Bruns, Cfa's colleagues at MAI Capital Management include Craig Petti, Rfc, ® Aif ®, Stephen Polan, Emily Rasmussen, Tom Mirra, and Poornima Krishnan.
How can I contact Andy Bruns, Cfa?
You can use AeroLeads to view verified contact signals for Andy Bruns, Cfa at MAI Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Andy Bruns, Cfa attend?
Andy Bruns, Cfa holds B.S.B.A, Finance, Accounting from Xavier University.
What skills is Andy Bruns, Cfa known for?
Andy Bruns, Cfa is listed with skills including Finance, Investments, Portfolio Management, Financial Services, Accounting, Management, Market Research, and Customer Service.
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