Andy Bruns
Portefeuillebeheerder-Aandelen bij Madison Financial Advisors Ltd.
Profiel
Mr. Andrew B.
Bruns, CFA, is a Portfolio Manager at Madison Financial Advisors Ltd.
He joined the firm in May 2022 and has more than 12 years of experience in the financial services industry with a background in investment research, portfolio implementation, securities trading, and portfolio accounting.
Mr. Bruns was employed as an Operations Associate by Opus Capital Group LLC, a Principal by Wells Fargo Financial LLC, a Principal by John D.
Dovich & Associates LLC, and a Principal by Force Construction Co., Inc.
He received his undergraduate degree from Xavier University.
Actieve functies van Andy Bruns
Bedrijven | Functie | Begin |
---|---|---|
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Portefeuillebeheerder-Aandelen | 01-05-2022 |
Eerdere bekende functies van Andy Bruns
Bedrijven | Functie | Einde |
---|---|---|
John D. Dovich & Associates LLC
John D. Dovich & Associates LLC Investment ManagersFinance John D. Dovich & Associates LLC engages in the provision of investment advisory services. It specializes in financial planning for high-net-worth people and families. The company was founded by John Dovich in 1987 and is headquartered in Cincinnati, OH. | Corporate Officer/Principal | - |
Force Construction Co., Inc.
Force Construction Co., Inc. Engineering & ConstructionIndustrial Services Force Construction Co., Inc. provides commercial building and bridge construction services. The private company is based in Columbus, IN and has subsidiaries in the United States. | Corporate Officer/Principal | 31-08-2007 |
Wells Fargo Financial LLC
Wells Fargo Financial LLC Finance/Rental/LeasingFinance Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA. | Corporate Officer/Principal | - |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Corporate Officer/Principal | - |
Opleiding van Andy Bruns
Xavier University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 5 |
---|---|
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Finance |
Wells Fargo Financial LLC
Wells Fargo Financial LLC Finance/Rental/LeasingFinance Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA. | Finance |
John D. Dovich & Associates LLC
John D. Dovich & Associates LLC Investment ManagersFinance John D. Dovich & Associates LLC engages in the provision of investment advisory services. It specializes in financial planning for high-net-worth people and families. The company was founded by John Dovich in 1987 and is headquartered in Cincinnati, OH. | Finance |
Force Construction Co., Inc.
Force Construction Co., Inc. Engineering & ConstructionIndustrial Services Force Construction Co., Inc. provides commercial building and bridge construction services. The private company is based in Columbus, IN and has subsidiaries in the United States. | Industrial Services |
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Finance |