Bruce’s vast wealth management and investment experience will truly benefit and resonate with our clients.
December 01, 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.
For more information about MRA Associates, please visit http://www.mraassociates.com.
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…