16 AUG 2024 / PEOPLE UPDATES

Paul Grossbard to Retire from Miller Grossbard Advisors (MGA)

- MYCPE ONE Insights Team

Summary

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Paul Grossbard, co-founder of Miller Grossbard Advisors (MGA), has announced his retirement, to take place at the end of this year. MGA, which reported a FY23 net revenue of $15.9m, credits Grossbard's leadership and core values with its success and has been preparing for his departure for two years, recently adding four new partners to its leadership team.

Retirement Announcement

Paul Grossbard, co-founder of Miller Grossbard Advisors (MGA) in Houston, will retire at the end of this year.
MGA reported a FY23 net revenue of $15.9 million.

Legacy and Leadership

Under Grossbard’s leadership, MGA has become a model of excellence within the industry.
The firm credits his commitment to core values—integrity, innovation, and client-centric service—as the foundation of its success.
His strategic foresight has helped MGA navigate industry changes, ensuring the firm’s growth and resilience over the years.

Smooth Transition Plans

The firm has been preparing for this transition over the past two years.
According to the firm, Grossbard's close work with clients and the MGA team ensures a seamless transition.
“Every relationship Paul nurtured is in good hands, with the entire dedicated team at MGA continuing the high standard of service our clients expect,” the firm said.

Expansion of Leadership Team

MGA strengthened its leadership team last year with the addition of four new partners: David Long, Helen Martell, Michael Miller, and Pauline Sullinger.
Existing partners Brian Miller and Adam Barr are also part of the leadership group.
The firm believes these new leaders, with their diverse perspectives and innovative approaches, will maintain MGA’s position at the forefront of the industry, continuing the legacy established by Paul and co-founder Russ Miller.

Until next time…

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Paul Grossbard to Retire from Miller Grossbard Advisors (MGA)

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