Elizabeth G. A. Runde, President
Elizabeth Runde - President
Co-owner of Runde & Co. LLC, Elizabeth is a graduate of Connecticut College and the New York University Graduate School of Business Administration.
She began her career in investment management in 1982 at Citibank in New York. She managed fixed-income assets in excess of $2 billion for International Private Banking clients.
In 1986, she accepted a position at J.P. Morgan & Co., Inc. where she managed more than $250 million in multicurrency equity and debt accounts. She moved to Hong Kong in 1988 with J.P. Morgan to establish and manage an investment management department.
She founded Runde & Co. LLC in 1992 with Casey Runde.
Chief Investment Officer
Casey Runde - Chief Investment Officer
Co-Owner of Runde & Co. LLC, Casey is a graduate of the University of Wisconsin and the New York University Graduate School of Business Administration (with Distinction).
He began his career in investment management in 1978 as a portfolio manager with the Irving Trust Company in New York. He was recruited by Citibank in 1981 to manage more than $1.5 billion in the Eurodollar and domestic bond markets. His work centered on credit analysis designed to uncover undervalued situations.
In 1985, he accepted a position at Prudential Securities specializing in the Telecommunications and Technology industries where he developed strong analytical and valuation skills. His combined experience in investment banking and investment management gives him a unique perspective on company valuations and the equity markets.
He founded Runde & Co. LLC in 1992 with Elizabeth Runde.
Operations Manager and Chief Compliance Officer
Xiaoxi Tang - Operations Manager and Chief Compliance Officer
An employee of Runde & Co. LLC, Xiaoxi is a graduate of Nanjing Normal University - English Linguistics and Jiangsu R&T University - Library and Information Science.
She also studied at the University of Washington Graduate School of Library and Information Science and studied business at Shoreline Community College.
She joined Runde & Co. LLC in 1997. Xiaoxi is the firm's Chief Compliance Officer and Operation Manager. She became the firm's Chief Compliance Officer in 2011 after completing National Regulatory Services training.
Moneyball® is a Registered Trademark of Runde & Co. LLC as it applies to financial services rendered to institutional and individual clients, namely, pension and investment fund management, investment consultation, investment management and investment advisory services.
Runde & Co. LLC is registered with the Securities and Exchange Commission as an investment adviser under Section 203(c) of the Investment Adviser Act of 1940.
An employee of Runde & Co. LLC, Katie is a graduate of Nanjing Normal University – Taizhou College – Teaching Chinese Language and Literature.
She also studied at the University of Washington in its Professional and Continuing Education Program and was awarded a Certificate in Data Analytics for Decision Making in June 2018.
She is preparing for the CFA Level I Exam - June 2019.
She joined Runde & Co. LLC in 2016 as a Data Analyst. She supports the Portfolio Managers and the Operations Manager.