Marco Lima

Partner at MRA Capital Partners

Marco is a Partner and investment committee member of MRA Capital Partners. He is a Private Wealth Advisor and CEO at MRA Advisory Group, LLC. He was a Private Wealth Advisor with Ameriprise Financial Services, Inc. from 2003 to 2016. His prior experience includes working as an Investor Relations counselor at Gavin Anderson & Co. (2000– 2001) and at Financial Dynamics Business Communications (2002–2003), both in New York City.

He holds the CERTIFIED FINANCIAL PLANNER™ practitioner certification and received his B.B.A. in Finance and Investments in 2001 from Baruch College–The City University of New York, New York, NY. He enjoys community service and volunteers for Habitat for Humanity, Community Food Bank of New Jersey and is a member of the Financial Planning Association.

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Timeline

  • Partner

    Current role

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