Andy Bruns
Gestionnaire de Portefeuille-Actions chez Madison Financial Advisors Ltd.
Profil
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.
Postes actifs de Andy Bruns
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/05/2022 |
Anciens postes connus de Andy Bruns
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Andy Bruns
| Xavier University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
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 |
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 |
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 |
