Brad Lemon is a nonprofit and institutional retirement plan services financial advisor based in Phoenix, AZ.
CAPTRUST welcomed Brad to our team in 2020. He has over 20 years of experience in providing investment management services to foundations, nonprofit organizations, qualified plans, corporations, and individuals.
Brad joined CAPTRUST from MRA Associates—an independent advisory firm with the prestigious CEFEX certification from the Centre for Fiduciary Excellence. As a managing partner at MRA, he provided private wealth and investment management services to clients and served as chairman of MRA Associates’ Investment Policy Committee.
Previously, Brad served as vice president with Rowland Carmichael, a full-service advisory and financial planning firm. He also spent four years with State Mutual of America, providing insurance and financial planning services.
When he is not helping clients, Brad spends his time volunteering. He is a life member of the Executive Council for the Boys & Girls Clubs of Metropolitan Phoenix, where he has been instrumental in organizing many successful fundraising events for the organization.
- Bachelor of Science degree from Western Washington University
- Phoenix Chapter of the Western Pension & Benefits Council
Awards & Recognition
- NAPA Top DC Advisor Teams | 2020, 2021, and 2022 (CAPTRUST Phoenix)