Mary Brunson
, AIF®

Vice President, Wealth Advisor Investing for Catholics

Mary Brunson is Co-founder of Investing for Catholics (IFC), a division of Index Fund Advisors, Inc. (IFA). Having served in this capacity since 2009, Mary has developed a particular expertise in Catholic faith-consistent investing that is rooted in financial science. Mary provides fiduciary advice and institutional wealth services to religious orders and Catholic organizations, including archdiocesan and diocesan church retirement plans, endowments, foundations, and other types of asset pools. She also provides services to non-religious public trusts, pension plans and individuals.

Mary is the co-author of Tending the Flock: Shepherding Catholic Retirement Plans, and author of numerous articles and papers, including papers co-authored with IFA CEO and Founder Mark Hebner and Nobel Prize Winner in Economics, Harry Markowitz, titled "Can You Do Well While Doing Good?" and "Does Portfolio Theory Work During Financial Crises?”. Mary is considered a respected speaker, author and authority on developing sound investment policy for prudent investing.

Mary is a former board member for the Magis Institute, spearheaded by Father Robert J. Spitzer, S.J. She is also the former National Chair of the Spirituality Commission for the National Council of Catholic Women (NCCW), as well as a member of the Board of Trustees for Catholic Charities of Orange County, and a member of its finance committee. Mary is also member of the Board of Trustees for Orange Catholic Foundation and chairs the investment committee. Mary is a graduate of University of California, Irvine.


Accredited Investment Fiduciary® (AIF®) certification is a designation received upon passing course work and exam administered by the Center for Fiduciary Studies, LLC (a Fiduciary 360 company. )