PHOENIX (January 17, 2012) – Miller/Russell & Associates, a Phoenix-based registered investment adviser providing wealth management and investment consulting services, announced today that Mark Feldman has joined the company as chief executive officer (CEO).
As CEO, Feldman will lead the company to be a more full-service wealth management company in order to help clients, both institutional and private, make better investment decisions. Dennis Miller, currently the president of Miller/Russell, will move into the role of Chairman, and Brad Lemon, principal and senior investment counselor, will continue serving in a key role as part of the executive management team and as chairman of the Investment Policy Committee.
“Mark’s prior work experience, leadership skills, and passion for the wealth management business will greatly strengthen our management team,” said Miller.
According to Miller, the expansion of the management group will both broaden the breadth of services available to Miller/Russell clients and will also ensure an orderly internal succession plan that support employee ownership into the future.
Before joining Miller/Russell & Associates, Feldman was the senior partner of integration for the GenSpring Family Offices, where he advised ultra-high net worth clients in the United States. In 2002, he founded Inlign Wealth Management, LLC before merging the company with GenSpring Family Offices, LLC in 2008. Prior to that, Feldman was the partner in charge of the Arizona Private Client Services practice, the National Investment Advisory resource center partner, and was a critical partner in setting strategy for the National Private Client Services practice at Arthur Andersen LLP.
“Having had the opportunity to work in the community and to become friends with Dennis Miller, the choice to join Miller/Russell was an easy one,” said Feldman. “Miller/Russell has been a top RIA for the past two decades, and now the company is looking to deliver a more complete wealth management service to clients. This change is that opportunity.”
Recognized multiple years as a Barron’s top independent financial advisor, Feldman possesses extensive credentials in the wealth management industry with more than 25 years of experience. He is a Certified Public Accountant and holds the CERTIFIED FINANCIAL PLANNER™ certification. His past roles included supervising a wide range of client relationships, including multi-generational family groups, high net worth individuals, corporate executives and institutions.
He was appointed as the Commission Chair for the Arizona Commission on the Arts by Arizona Governor Jan Brewer. Feldman also serves on the Board of Directors for the Arizona Science Center and the Free Arts of Arizona. He is a past member of Greater Phoenix Leadership, past President of the Make-A-Wish Foundation of Southern and Central Arizona and a past Trustee of the Desert Botanical Garden.
Feldman earned his Bachelor of Science in Accounting from Arizona State University in 1984. He resides in Scottsdale with his wife and has two children.
About Miller/Russell & Associates
Miller/Russell is one of the Southwest’s largest wealth management and registered investment advisory firms with offices in Arizona, California, and Nevada. Headquartered in Phoenix, the firm employs 20 professionals and support staff. Miller/Russell has been providing investment and wealth management services to individuals and families, corporate retirement plans, endowments, sovereign nations, and foundations throughout the Western United States since 1991. Additional information about Miller/Russell can be found at www.miller-russell.com.