People Moves

Four Hires At Arizona-Headquartered Investment, Wealth Firm

Eliane Chavagnon Editor - Family Wealth Report July 22, 2014

Four Hires At Arizona-Headquartered Investment, Wealth Firm

The Phoenix, AZ-based investment advisor and wealth manger Miller Russell Associates has added four new employees: Tiffany McBride, Michael Soto, Ena Dashi and Chris Bergthold.

The Phoenix, AZ-based investment advisor and wealth manger Miller Russell Associates has added four new employees: Tiffany McBride, Michael Soto, Ena Dashi and Chris Bergthold.

McBride joins as a tax manager, providing tax and financial planning services for individuals and private businesses, as well as estate and succession planning. Prior to joining Miller Russell Associates, McBride was a tax manager at a national accounting firm.

Soto has been appointed as a communications associate, coordinating and managing internal and external communications. Previously, he worked in the public sector for government and non-profit agencies.

Dashi, meanwhile, joins as a client associate, providing investment advisory and wealth management services. She was latterly an associate portfolio manager at Stoker Ostler Wealth Advisors.

Lastly, Bergthold has been named as a client associate after completing a year-long internship with the firm. Bergthold provides investment advisory, wealth management services and tax compliance services.

In other news earlier this month, Miller Russell Associates hired Bessie Seeley as a client advisor.

Miller Russell Associates manages and consults on more than $2 billion of assets, employing around 40 professional and support staff. 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes