PHOENIX (January 26, 2015) – Miller Russell Associates, one of the Valley’s leading independent investment and wealth management firms, announced that Nathan Erickson has been made partner. The firm has also announced two new hires and four promotions in the new year.
Nathan Erickson joined Miller Russell Associates in 2011. As chief investment officer he led the firm through a recent expansion in its efforts to identify, implement, and review investment related strategies. In his new role as partner, Erickson will continue to lead the investment team in their efforts to identify, implement, and review all of their investment related strategies; devise solutions for continuous improvement; act as a liaison with vendors along with the firm’s operations team; and help Miller Russell Associates recognize and avoid risks. Erickson is a valued leader and asset to the firm. He has consistently delivered innovative strategies to the firm and daily displays his passion and ability to bring the firm’s values to life.
Brenda Bernardi has been promoted from business operations manager to director of business operations. In her new role, she will be responsible for ensuring that the business functions of the firm are running as smoothly and efficiently as possible.
Mandy Stalker has been promoted to senior client associate from client associate. In her new position, Stalker will predominately support the institutional team to help manage retirement plans and foundations.
Danielle Fillmore has been promoted from senior client administrator to client support services team manager. Fillmore will continue oversee operational duties while coaching and supporting other associates.
Jessica Cobb has been promoted to client support services project manager from her previous role as senior client administrator. Cobb will be responsible for planning, implementing and overseeing our transition to new tools for productivity and reporting.
Eric Nystrom was hired as the director of technology. Nystrom has more than 30 years of information technology, business consulting and management experience. At Miller Russell Associates, he will lead the development and implementation of innovative technology solutions for the firms business needs.
Jo Leong joins Miller Russell Associates as the controller. She has extensive experience in the field of finance and accounting. She is a graduate of the London School of Economics and also certified as a chartered accountant in England.
Miller Russell Associates is continually seeking to identify and attract the top investment, wealth management, tax, and operations talent in order to optimize its commitment to client service, consistency and quality. In recent years, the firm has doubled its employee base, and continued its commitment to professional staff development.
About Miller Russell Associates
Miller Russell Associates is one of the Southwest’s largest wealth management and registered investment advisory firms (RIA), headquartered in Phoenix. Independent and partner-owned, Miller Russell Associates 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. Miller Russell Associates currently has more than $2 billion in assets under management and consultation and employs nearly 40 professional and support staff. The firm has earned the prestigious CEFEX certification, an independent assessment that recognizes that the firm adheres to the industry’s best fiduciary practices. For more information, visit miller-russell.com.