Miller Russell Associates Promotes Nathan Erickson to Chief Investment Officer

 

PHOENIX (MARCH 26, 2014) – Miller Russell Associates, one of the Valley’s leading independent investment and wealth management advisors, announced today that Nathan Erickson has been promoted to chief investment officer from his previous position of investment strategy manager.

In his new position, Erickson will lead the firm through the recently expanded investment team, in their efforts to identify, implement and review all of the firm’s investment related strategies. He will also work to devise solutions for continuous improvement, act as a liaison with vendors along with the firm’s operations team and will help Miller Russell Associates recognize and avoid risks.

“Nathan’s success at Miller Russell Associates can be directly attributed to not only his talent and passion, but also to his ability to bring the firm’s values to life,” said Miller Russell Associates CEO and Managing Partner Mark Feldman. “He is constantly identifying innovative solutions and strategies to best serve our clients, and he keeps the firm’s reputation as a trusted fiduciary at the forefront of every opportunity he presents. As we continue along the path of independence and sustainability, promotions from within are the heart and soul of our uniqueness.”

Erickson joined Miller Russell Associates in 2011 with a diverse background in the investment industry, having spent time in commercial real estate and in investments with Charles Schwab. He has worked as an equity analyst for Kaplan Funds Management and as a portfolio manager with Foothills Asset Management.

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. Over the past two 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 employs more than 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.

###

MRA Associates Work-From-Home Policy

3/18/2020 – MRA Associates cares about the health and safety of our clients, our MRA team members and their families, and the community. As we continue to navigate this pandemic and do our part to slow the spread of COVID-19, we have implemented a work-from-home policy.

Our firm is well prepared to continue to serve, support, and advise our clients. Team members have remote access to all systems and processes to ensure continued normal business operations. Please help us to do our part by using telephone and video conferencing for meetings with us until the threat of contagion is significantly reduced.

As your trusted financial partner, we are monitoring the current economic environment, discussing approaches to short-term challenges, and developing innovative solutions. Please know that we are available to you for all of your needs and concerns. Please do not hesitate to reach out to our team if you have any questions.

(800) 222.1232

MRA Associates