Katie Kurucz
Public Communications Contact bij Morrison Street Capital LLC
Profiel
Ms. Katie Kurucz is a Senior Associate-Investor Relations at Morrison Street Capital LLC.
She joined Morrison Street Capital in February 2012.
Her prior experience as a Senior Portfolio Administrator and the Team Leader of Operations at Arnerich Massena.
Prior to this, Ms. Kurucz spent three years at Cypress Wealth Advisors in San Francisco as an Investment Operations Specialist.
Ms. Kurucz obtained a B.A.
in Mathematics from the University of California, Davis and an Executive Certificate in Financial Planning from the University of Portland.
Actieve functies van Katie Kurucz
| Bedrijven | Functie | Begin |
|---|---|---|
Morrison Street Capital LLC
 Morrison Street Capital LLC Investment ManagersFinance Morrison Street Capital LLC is a real estate investment management firm founded in 2002 by Rance Stephen Gregory. The firm is headquartered in Portland. | Public Communications Contact | 01-02-2012 |
Eerdere bekende functies van Katie Kurucz
| Bedrijven | Functie | Einde |
|---|---|---|
Arnerich Massena, Inc.
 Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena, Inc. is an employee-owned registered investment advisory firm headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They provide discretionary management and non-discretionary advisory services to high net-worth individuals and families, endowments and foundations, and corporations. Arnerich Massena is a signatory of the internationally recognized United Nations-supported Principles for Responsible Investment (UN PRI). | Corporate Officer/Principal | 31-12-2011 |
Cypress Wealth Advisors LLC
 Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles. | Corporate Officer/Principal | - |
Opleiding van Katie Kurucz
| University of California, Davis | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Cypress Wealth Advisors LLC
Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles. | Finance |
Morrison Street Capital LLC
Morrison Street Capital LLC Investment ManagersFinance Morrison Street Capital LLC is a real estate investment management firm founded in 2002 by Rance Stephen Gregory. The firm is headquartered in Portland. | Finance |
Arnerich Massena, Inc.
Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena, Inc. is an employee-owned registered investment advisory firm headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They provide discretionary management and non-discretionary advisory services to high net-worth individuals and families, endowments and foundations, and corporations. Arnerich Massena is a signatory of the internationally recognized United Nations-supported Principles for Responsible Investment (UN PRI). | Finance |
