Our three distinguished principals, Suresh Raghavan, Mary Margolis and Trey Brady, share a common approach to investment management, serving their clients first.
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Trey Brady, MBA
Mary Margolis graduated from Duquesne University (BS in Business Administration). She began her career at Price Waterhouse as a CPA and later served as a divisional controller with Sony Corporation. In 1991, she joined CIGNA as a financial advisor and co-founded Stavis Margolis Advisory Services in 1996. In 2005 a regional bank purchased the firm, where she stayed on as a Managing Director. In 2010 she co-founded Margolis Brady Financial, Inc. to cater to the sophisticated planning and investment needs of top level executives, entrepreneurs, retirees and their families. Mary is a CFP®, CPA and a Personal Financial Specialist (PFS), a sub-specialty of the CPA designation.
Trey Brady graduated from University of Texas with a BA in Economics and holds an MBA with concentrations in accounting and finance from A.B. Freeman School of Business at Tulane University. After spending two years at Ernst and Young as a Management Consultant, he began his financial planning career with CIGNA in 1990. There, Trey developed a practice that served corporate executives, professionals and business owners. In 2000, Trey joined Stavis Margolis Advisory Service as a shareholder and Principal. He transitioned into the role of Managing Director after the firm was sold in 2005. In 2010, Trey co-founded Margolis Brady Financial, Inc. embracing the move back into an independent firm.
Suresh Raghavan graduated from the University of Chennai, India with a Bachelors degree in Commerce and an MBA from Syracuse University. Suresh began his career in accounting and audit, served as a fixed income analyst at Schroder Capital and at CIGNA where he managed portfolios in fixed income, emerging markets and served on the asset allocation committee. In 2003 he brought an institutional discipline to Stavis Margolis Advisory Services, serving as the CIO until 2010 when he formed Raghavan Financial, Inc. Suresh is a CFA charterholder and serves on the CFA Institute's Global Disciplinary Review Committee and the City of Houston's Investment Advisory Committee.
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