Brad Lemon

Managing Partner

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Brad Lemon serves as Managing Partner for MRA Associates, providing investment management services to foundations, non-profit organizations, qualified plans, corporations, and individuals. Brad also serves as chairman of MRA Associates’ Investment Policy Committee.

He holds the Accredited Investment Fiduciary Analyst™ designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh, and certifies him to conduct investment fiduciary assessments.

Prior to joining MRA Associates in 1998, Brad served as Vice President with Rowland Carmichael, a full-service advisory and financial planning firm, where he spent six years. Preceding that position, Brad spent four years with State Mutual of America providing insurance and financial planning services.

Brad is currently a member of the Phoenix Chapter of the Western Pension & Benefits Conference and was recently named a 2014 and 2016 Phoenix Five Star Wealth Manager™1. He is also a life member of the Executive Council for the Boys and Girls Clubs of Metropolitan Phoenix, where he has been instrumental in organizing successful fundraising events for the organization.

 

 

 

1All awards and rankings may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients. The rating is not indicative of future performance. MRA did not pay a fee to participate.

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