OUR TEAM
Principals
Our four distinguished principals, Mary Margolis, Trey Brady, Suresh Raghavan and Dan Bender, share a common approach to planning and investment management, serving their clients first.
![](https://www.mbrfinancial.com/wp-content/uploads/2018/12/409030057-mbr-12-_2_-500x580.jpg)
Mary Margolis
CFP®, CPA/PFS, CDFA®, CeFT®
![](https://www.mbrfinancial.com/wp-content/uploads/2018/07/409030050-mbr-5-_2_-500x580.jpg)
Dan Bender
MBA, CFS®, CES®
Staff
Do not email trade instructions as they will not be executed.
![](https://www.mbrfinancial.com/wp-content/uploads/2020/08/409030065-mbr-16-_2_-683x1024.jpg)
![](https://www.mbrfinancial.com/wp-content/uploads/2020/08/409030070-mbr-18-_2_-683x1024.jpg)
![](https://www.mbrfinancial.com/wp-content/uploads/2020/08/409030047-mbr-1-_2_-683x1024.jpg)
![](https://www.mbrfinancial.com/wp-content/uploads/2020/08/409030062-mbr-15-_2_-683x1024.jpg)
![](https://www.mbrfinancial.com/wp-content/uploads/2020/08/409030054-mbr-10-_2_-683x1024.jpg)
External Investment Committee Members
Designations
![](https://www.mbrfinancial.com/wp-content/uploads/2020/08/robert.png)
Robert G. Alley
CFA, MBA, BBA
![](https://www.mbrfinancial.com/wp-content/uploads/2020/08/ed.png)
Edward Guay
MBA, BBA
![](https://www.mbrfinancial.com/wp-content/uploads/2020/08/mark.png)
Mark McMeans
CFA, MBA , BBA
![](https://www.mbrfinancial.com/wp-content/uploads/2020/08/kevin.png)
Kevin McNulty
JD, CPA , BS
![](https://www.mbrfinancial.com/wp-content/uploads/2020/08/patel.png)
Harshad Patel
M.S. , B.E