MRA Associates Welcomes Senior Client Advisor, Bruce Paulson and Opens Minnesota Office

 

November 30, 2017

MRA Associates, one of the Valley’s leading independent investment and wealth management firms, recently announced the addition of Bruce Paulson as a senior client advisor to the growing firm. Paulson will lead MRA Associates’ growth efforts in the Twin Cities region by heading its newest office in Deephaven, Minnesota.

As a senior client advisor, Paulson provides investment and wealth management advice to clients as well as participates in the firm’s investment decisions. Prior to joining MRA Associates, Paulson worked at a variety of notable organizations including Arthur Anderson, US Bank, US Trust, GenSpring Family Offices, and most recently Okabena Company. In his previous roles, he provided tax, estate planning and investment services, most often for families with multi-generational needs and concerns.

Paulson earned his Bachelor of Arts degree in Finance from Concordia College in Minnesota, graduating cum laude. Soon after, he went on to earn his Doctor of Jurisprudence degree from William Mitchell College of Law in St. Paul, Minnesota.

“We are excited to have Bruce on our growing team and to have him lead our newest office in Minnesota,” said Mark Feldman, CEO and managing partner of MRA Associates. “His vast wealth management and investment experience will truly benefit and resonate with our clients.”

MRA Associates focuses on team building and employee-centered business practices as one of its key values. The firm has earned recognition as one of Arizona’s Most Admired Companies, as one of AZCentral’s Top Companies to Work For in Arizona, and as one of the Best Places to Work by the Phoenix Business Journal.

About MRA Associates

MRA Associates, formerly known as Miller Russell Associates, is one of the Southwest’s largest wealth management and registered investment advisory firms, headquartered in Phoenix. Independent and partner-owned, MRA Associates provides investment, wealth management, tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. MRA Associates manages and consults on more than $3 billion of assets 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 mraassociates.com.

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Rating/Ranking Disclosure

Arizona’s Most Admired Companies, AZCentral’s Top Companies to Work For in Arizona, and Best Places to Work by the Phoenix Business Journal may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance.  MRA did not pay a fee to participate.

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.

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MRA Associates