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.