MBR Financial

John Brady is a financial advisor at MBR Financial in Houston, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Before joining MBR Financial, he worked at Gulfstar Group I, Ltd., Gulfstar Group II, Ltd., and The Gulfstar Group, Inc. from 2021 to 2024, and has prior experience at Deloitte & Touche and other firms. MBR Financial serves individuals, high-net-worth families, and certain pension and profit-sharing plans with financial planning, estate planning, and investment and wealth management services. The firm employs a proprietary top-down asset-allocation process combined with quantitative and qualitative manager selection and offers alternative investments alongside discretionary and non-discretionary account management.

Christopher Dyson is a CFP® and holds a Series 66 designation with 11 years of industry experience. He has been with MBR Financial in Houston, TX since 2013. MBR Financial offers investment and wealth management, financial planning, and estate planning services primarily to individuals, high-net-worth families, and select pension or profit-sharing plans. The firm employs a disciplined investment process combining top-down asset allocation, quantitative screening, and qualitative manager due diligence, and provides access to both traditional and alternative investment opportunities.

Daniel Bender is a financial advisor at MBR Financial with 29 years of industry experience. He holds a Series 63 designation and has been with MBR Financial since 2013. Outside of his advisory role, he is involved in agricultural operations through La Vern J. Bender LLC. MBR Financial provides investment and wealth management, financial planning, and estate planning services primarily to individuals, high-net-worth families, and certain pension or profit-sharing plans. The firm employs a disciplined investment process combining top-down asset allocation, quantitative screening, and qualitative manager due diligence, with portfolios that may include mutual funds, ETFs, individual securities, and private alternative investments.

Mary Margolis is a CFP® with 27 years of industry experience and has been with MBR Financial since 2011. She is a partner in several investment-related limited partnerships and serves as an officer of the Margolis-Canino Foundation, a private family foundation investing in publicly traded securities and mutual funds. MBR Financial provides investment and wealth management, lifetime and estate planning, and financial planning services primarily to individuals, high-net-worth families, and certain pension or profit-sharing plans. The firm employs a disciplined investment process combining top-down asset allocation, quantitative screening, and qualitative manager due diligence, offering portfolios that include mutual funds, ETFs, individual securities, and private alternative investments.

Suresh Raghavan is a CFA® charterholder with 18 years of industry experience, currently serving as a principal at MBR Financial since 2011. He holds a Series 63 license and is based in Houston, TX. Outside of his advisory role, he is involved in fixed insurance sales and service through PKS Financial Services. MBR Financial provides investment and wealth management, lifetime and estate planning, and financial planning services primarily to individuals, high-net-worth families, and certain pension or profit-sharing plans. The firm employs a disciplined investment process combining top-down asset allocation, quantitative screening, and qualitative manager due diligence, offering portfolios that include mutual funds, ETFs, individual securities, and private alternative investments with performance-based compensation options for qualified clients.

Alfred Brady is a financial advisor at MBR Financial in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Purshe Kaplan Sterling Investments from 2013 to 2020. Outside of his advisory role, he is involved in real estate activities, including home renovation and resale with his wife. MBR Financial provides investment and wealth management, estate planning, and financial planning services primarily to individuals, high-net-worth families, and certain pension or profit-sharing plans. The firm employs a disciplined investment process combining top-down asset allocation, quantitative screening, and qualitative manager due diligence, and offers portfolios including mutual funds, ETFs, individual securities, and private alternative investments.