Morrison Street Capital Logo
 
 
Home  |  Fund Overview  |  Investment Criteria  |  Portfolio  |  Our People  |  Recent Transactions Contact Us
 
 
>> Justin Dennett
>> David W. Dewey
>> Rance S. Gregory
>> Kristi Hace
>> Radey Ith
>> Katie Kurucz
>> Sarah Moses
>> Ryan Norwood
>> Marcus Parker
>> Eric Shelmire
>> David Tindall
 
Katie Kurucz

Katie Kurucz
Vice President, Investor Relations

121 SW Morrison, Suite 1875
Portland, OR 97204
direct: 503-952-0786
fax: 503-952-0701

email:


Katie Kurucz serves as the Vice President of Investors Relations for Morrison Street Capital. For the past 5 years her responsibilities have included investor relations, assistance to compliance, marketing and investor reporting.

Before joining Morrison Street Capital, Ms. Kurucz was the Senior Portfolio Administrator and the Team Leader of Operations at Arnerich Massena. In addition to maintaining nondiscretionary high net worth investment programs, her responsibilities included the general servicing of internal private equity investments. She developed relationships with the investment companies, interfaced with the administrator, communicated company progress, and assured the timely delivery of investment statements and tax documents to investors.

Prior to this, Ms. Kurucz spent three years at Cypress Wealth Advisors in San Francisco as an Investment Operations Specialist. In addition to serving as the primary day-to-day contact with all financial custodians and high net worth individuals, she oversaw the development and distribution of reports related to financial statements, investments and budgets.

Ms. Kurucz 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 is an active member of the Junior League of Portland.

 
Integrity • Flexibility • Ingenuity

©2017 MORRISON STREET CAPITAL   |   121 SW Morrison St, Suite 200   |   Portland, OR 97204   |   tel 503-952-0700