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At MBIA, we provide personalized financial advice, no matter where you are in life or how complex your financial needs may be.

MBIA Welcomes Lionel Bey to the Team

Please join us in welcoming our newest team member: Lionel Bey!

Lionel brings over 20 years of investment experience including his most recent role as Chief Investment Officer at Retirement Corporation of America (RCA), a Registered Investment Advisory firm with $500 million in assets under management.  Prior to that role, he served as RCA’s Director of Investment Research and Portfolio Management.  Lionel earned his undergraduate degree from Miami University where he graduated with a major in Marketing and minor in International Business.  He also received his MBA in finance from Xavier University.

Lionel is a native of France, having moved to the United States at the age of 12.  He currently resides in Cincinnati with his wife (Abi), two daughters (Sofia and Isabella) and their two dogs (Zoey and Kika).  In his free time, he enjoys running, skiing, playing soccer and watching his girls compete in soccer and lacrosse.

We are excited to have Lionel join MBIA and believe his investment and portfolio management experience will benefit all of MBIA’s clients and their families.  

Connect with Lionel at