PHOENIX (MARCH 4, 2013) – Miller/Russell & Associates, a Phoenix-based registered investment adviser providing wealth management, investment management and tax compliance and consulting services, added seven team members to the growing firm this week, including three client-facing individuals and four client support and firm administration professionals.
Evan Judge was hired as a senior client associate on the wealth management and investment advisory team, where he will provide investment and wealth management advice to high net worth families. Previously, Judge was a relationship manager with GenSpring Family Offices where he worked directly with high net worth clients. He also worked as a consulting intern for RSM McGladrey, as an associate wealth manager for Olympus Financial Advisors and as a financial advisor for Ameriprise Financial. Judge is a CERTIFIED FINANCIAL PLANNERTM and holds the Series 66 license. He earned a master’s degree in business administration with a focus on finance from the University of Arizona, and earned a bachelor’s degree in business management from the University of Colorado.
Lia Whisler joins the firm as a senior client associate. She will predominately support the institutional team helping manage retirement plans and foundations. In addition, she will be assisting some individual client relationships on the private wealth side of the business. She joins Miller/Russell from Vanguard and has also interned for Dodge & Cox Investment Managers in the Treasury department as well as for Parnassus Investment in the marketing department. Whisler holds both the FINRA Series 7 and Series 63 licenses and is a graduate of Harvard University with a major in psychology and a minor in Spanish.
Matthew Walker was hired as a client associate; he will provide investment advisory, tax planning, tax compliance and wealth management services to clients. Previously, he worked as a senior associate in the wealth management/tax preparation division for GenSpring Family Offices and has also interned for RSM McGladrey. He is a Certified Public Accountant and holds the Series 65 license and the Arizona Life and Health Insurance license. He earned a master’s degree in taxation and a bachelor’s degree in accountancy from Arizona State University’s W.P. Carey School of Business.
Lisa Cobb was hired as Controller for the firm. Most recently, she was a staff accountant for NPL Construction and has also worked at The Apollo Group; McGladrey & Pullen; Reznick, Fedder & Silverman, CPAs; and Price Waterhouse, LLP. She earned a Master of Science in accounting from the University of Virginia and a Bachelor of Science in accounting from Hampton University.
Brenda Bernardi joins the firm as business operations manager. She has been an administrator and advocate of Valley arts for more than a decade. Most recently, she was director of operations at Ballet Arizona, and has also worked as the director of operations for Free Arts of Arizona. She earned a bachelor’s degree from Arizona State University in dance education.
Ron McKee joins Miller/Russell as a senior client administrator. Previously, he spent more than seven years with Inlign Wealth Management (which was acquired by GenSpring Family Offices in 2008), where he managed the operations group for the western region. He began his career in investment operations with Morgan Stanley Dean Witter in New York City in 1997. He earned a BSBA in finance from the University of Arizona and holds the Series 65 license.
Jessica Cobb was hired as a client administrator. Previously, she spent more than six years with GenSpring Family Offices in Phoenix and also worked in operations with Sherwin-Williams Company in Cleveland. She earned a Master of Administration in project management from Northern Arizona University and a Bachelor of Science in finance from Baldwin Wallace College.
Over the past year, Miller/Russell has expanded its service offerings to include wealth management and tax planning and compliance. Currently, Miller/Russell has $1.6 billion assets under management and 40 employees. For more information, please visit www.miller-russell.com.
About Miller/Russell & Associates
Miller/Russell is one of the Southwest’s largest wealth management and registered investment advisory firms with offices in Arizona and Nevada. Headquartered in Phoenix since 1991, the firm employs 40 professionals and support staff. Miller/Russell provides investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations and sovereign nations throughout the Western United States. Additional information about Miller/Russell can be found at www.miller-russell.com.