PHOENIX (JANUARY 9, 2014) – Miller/Russell & Associates, one of the leading independent investment advisers in the Southwest, announced today that six team members have earned promotions at the Phoenix-based firm.
In the wealth management and tax practice areas, Eric Ensign and Evan Judge have both been promoted from senior client associate to client advisor. They will now lead client relationships, providing investment, wealth management and tax services to high net worth families.
Matt Walker has been promoted from client associate to senior client associate, recognizing the important role that he has played for a number of his client engagements and in supporting the wealth management and tax practice team.
Chris Bergthold, currently an intern with Miller/Russell, has accepted a full-time position as client associate in the wealth management and tax practice areas, which he will begin upon graduation from Arizona State University in May 2014.
In the client support services division, both Jessica Cobb and Diana Keane have been promoted from client administrator to senior client administrator, where they will be responsible for performing all operational duties while coaching and supporting other operation associates.
“Promotions in our firm are not easily earned; we recognize our team members for consistently going above and beyond to achieve success and provide the top level of service to our clients,” said Mark Feldman, CEO and managing partner of Miller/Russell. “We are proud to have such an exemplary team here at Miller/Russell and are thrilled when the career paths of our people progress toward their individual goals while building the long term sustainability of the firm as we envision it.”
Miller/Russell was named one of the “Top Companies to Work For in Arizona” by CareerBuilder in 2013.
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, Arizona. 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 $2.08 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.