People Moves

Phoenix RIA Bags Team Of Seven

Harriet Davies Editor - Family Wealth Report March 7, 2013

Phoenix RIA Bags Team Of Seven

Miller/Russell & Associates, an RIA based in Phoenix, has added seven members to its team.

Four of the hires join from GenSpring Family Offices, which announced in January that it was closing its Phoenix branch by the end of the month, and would serve those clients from Costa Mesa, CA, to improve efficiency.

Evan Judge joins Miller/Russell as a senior client associate on the wealth and investment advisory team. He was formerly a relationship manager with GenSpring.

Lia Whisler joins the firm as a senior client associate but mainly focusing on the institutional side of the business, where she will help manage retirement plans and foundations. She will also work directly with a few private wealth clients. She previously worked at Vanguard.

Matthew Walker joins as a client associate, responsible for providing investment advisory, tax planning, tax compliance and wealth management services to clients. Previously, he worked as a senior associate in the wealth management/tax preparation division for GenSpring.

Ron McKee joins as a senior client administrator. Previously, he spent around seven years with Inlign Wealth Management, which was acquired by GenSpring in 2008. At Inlign he managed the operations group for the western region.

Jessica Cobb was hired as a client administrator at Miller/Russell, after having spent more than six years with GenSpring in Phoenix.

In other hires, Lisa Cobb has been appointed controller for the firm, having previously been a staff accountant for NPL Construction, and Brenda Bernardi has been hired as business operations manager. Before joining, she was most recently director of operations at Ballet Arizona, and has been involved in the arts for many years in the area.

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