Senior Client Services Director, and coffee connoisseur
Katie Kurucz has served as the Client Services Director for The Harbor Law Group for almost two years. In her role, she’s responsible for preparing for meetings, client correspondence, creating asset spreadsheets for all of our estate plan clients, and pretty much all things organization!
Before joining The Harbor Law Group she was the Vice President of Investors Relations for Morrison Street Capital for over five years. Her responsibilities included investor relations, assistance to compliance, marketing and investor reporting. Prior to that she worked for financial advisory firms in Portland, Oregon and San Francisco, California. She developed relationships with investment companies, interfaced with administrators, communicated company progress, and assured the timely delivery of investment statements and tax documents to investors.
Katie obtained a bachelor’s degree in Mathematics from the University of California, Davis and an
Executive Certificate in Financial Planning from the University of Portland. She was a member of the Junior League of Portland, for several years, serving as the Controller of the Finance Committee. In her spare time she has her own bookkeeping side business and loves to spend time with her husband and three year old son. As a California native she travels back and forth frequently, but her heart belongs in the Pacific Northwest.
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PHONE
(253) 358-2215
