William C. Bruns

William C. Bruns

Principal

Phone: 513-579-9400
Fax: 513-298-4121
E-mail:

As a Principal, Bill is responsible for the development of wealth strategies and strategic financial plans for the firm’s clients. Bill assists clients with their investment decisions, monitors client portfolios, tracks performance, renders investment recommendations and helps individuals define and achieve their estate and financial objectives.  

Bill graduated cum laude from the University of Dayton with a double-major in Finance and Marketing and a double-minor in French and German. He holds the Series 7 – General Securities Representative, Series 24 – General Securities Principal, Series 53 – Municipal Securities Principal, Series 66 – Uniform Combined State Law Examination and Series 63 – Uniform Securities Agent State Law Examination licenses. Bill is also a regular member of the CFA Institute and the CFA Society of Cincinnati.
 
Bill has been in the investment industry since 1997 and specializes in investment management . He started his career as a brokerage trader and then spent five years as a portfolio manager, analyst and trader. As a portfolio manager/trader, Bill was responsible for research and trade generation for up to five different derivative portfolios. As an analyst, he authored a daily publication that touched on topics ranging from the global economy to foreign and domestic equity, fixed income and derivative markets. His work has been quoted in publications such as the Wall Street Journal, Dow Jones Newswire and CBSMarketWatch.com. Prior to joining John D. Dovich & Associates, LLC, Bill was a Principal and the Investment Specialist for the Cincinnati office of the MassMutual Financial Group.
 
Bill works with many physicians and physician practices. He co-founded the Greater Cincinnati Medical & Financial Alliance (GCMFA) and Cincy MedEd, LLC. As part of their mission, these organizations provide educational seminars to Medical Residents and Fellows at hospitals throughout the Tri-State on topics ranging from Financial and Investment Planning ** to Practice Management.
He is an Investment Advisor Representative with John D. Dovich & Associates, LLC and a Registered Representative of NFP Securities, Inc.
 
Bill and his wife Melissa reside in West Chester, Ohio with their three children.