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Our Team

Our Principals & our Ethics

Our Team

Our four distinguished principals, Mary Margolis, Trey Brady, Suresh Raghavan and Dan Bender, share a common approach to investment management, serving their clients first.

Our Principals

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Mary Margolis

Mary Margolis
CFP®, CPA/PFS

Trey Brady

Trey Brady
MBA

Suresh Raghavan

Suresh Raghavan
MBA, CFA

Dan Bender

Dan Bender
CFS, BCE

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 to cater to the sophisticated planning and investment needs of top level executives, entrepreneurs, retirees and their families. Mary, Trey and Suresh merged their practices together in September 2011 to form MBR Financial. 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 embracing the move back into an independent firm. Mary, Trey and Suresh merged their practices together in September 2011 to form MBR Financial.

Suresh Raghavan CFA, 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. Mary, Trey and Suresh merged their practices together in September 2011 to form MBR Financial. Suresh is a CFA charterholder and serves on the the City of Houston's Investment Advisory Committee as well as the Treasurer for Houston Arts Alliance - a public private partnership for furthering the arts in the City of Houston.

Dan Bender graduated from the University of Nebraska with a B.S. in Business Administration and holds an MBA from the University of Texas San Antonio. He began his financial services career in 1985 as a financial advisor with CIGNA. Within two years, Dan became the financial planning manager and investment specialist for the CIGNA San Antonio office. After transferring to Houston in 1996, Dan co-founded Johnson Bender & Company where he provided investment and estate planning services to his executive and business owner clients. In September 2013, Dan joined MBR Financial as a Principal. Dan is a Certified Funds Specialist (CFS®), and is Board Certified in Estate Planning (BCE) by the Institute of Business and Finance.

Mary, Trey and Suresh merged their practices together in September 2011 to form MBR Financial. In September 2013, Dan joined MBR Financial as a Principal.
 

Our History

We've worked with clients on their planning and investments through good & bad markets.

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Our Recognitions
Our Credential
Ethical Standards