Arizona’s Leading Independent Investment Adviser Ranked Second for Firms with 50-99 Employees


PHOENIX (PRWEB) JANUARY 03, 2019
Phoenix-based MRA Associates, a leading independent investment and wealth management firm, was recognized on the prestigious national list of Best Places to Work in Money Management list by Pensions & Investments Magazine. MRA Associates ranked second out of all firms with 50-99 employees. This is the firm’s third consecutive year on the list.
Presented by Pensions & Investments, the global news source of money management, the seventh annual Best Places to Work in Money Management survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry. To participate, firms needed at least 20 employees in the U.S., at least $100 million of discretionary assets under management, and must have been in business for at least one year. This year, a record number of 69 firms were included in the 2018 list, with 19 firms named on the list of firms with 50-99 employees.
MRA Associates has placed a major focus over the past few years on grooming the next generation of leadership. In a recent interview, MRA Associates’ CEO and Managing Partner Mark Feldman talked about the firms’ Future Leaders Program to tutor future leaders and partners on how to be great leaders, as well as the rights, and responsibilities of ownership.

“We realized we needed to inject some young ownership, so we identified seven candidates who are being paired with mentor partners to learn the ropes. They are learning the importance of finding new clients and building on current relationships,” said Feldman.

Other perks that contributed to employees’ high rankings of employment at MRA Associates: a flexible work schedule including half day Fridays, the Community Gallery at MRA Associates featuring rotating art by local artists, an open office environment with standing desks, a fully stocked breakroom, multiple TV screens throughout the office, and more.

MRA Associates is a registered investment adviser providing a full range of investment, wealth management, and tax compliance and consulting services. The firm works in service of individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the United States. MRA Associates offers the collective expertise of its team, as well as 27 years of experience achieving the objectives of its clients. As a firm, MRA Associates is driven by an understanding that delivering value requires a broad range of talent and capabilities across strategy, operations, and technology.

Wealth management firms and financial institutions nominate themselves for the Best Places to Work in Money Management program each year during the summer months through the Pensions & Investments Magazine’s website. Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.
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 retirement plans, endowments and foundations, and sovereign nations throughout the United States. MRA Associates manages and consults on more than $3.4 billion of assets and employs more than 50 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 http://www.mraassociates.com.

About Pensions & Investments 
Pensions & Investments, owned by Crain Communications Inc., is the global news source of money management. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations and sovereign wealth funds, as well as those at investment management and other investment-related firms. P&I provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at http://www.pionline.com.

Rating/Ranking Disclosure 
The Pensions & Investments Magazine’s Best Places to Work in Money Management ranking 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.

According to Best Places to Work in Money Management: The list of Best Places to Work in Money Management is compiled based on data collected and analyzed by Best Companies Group, an independent research firm and P&I's partner on the survey. Firms had to have at least 20 U.S. employees to participate. An anonymous employee survey, which aimed to evaluate employee engagement and satisfaction, accounted for 75% of a firm's score; an employer survey, which evaluated each company's workplace policies, practices, benefits and demographics, made up the remaining 25%.