Katie Kurucz

Morrison Street Capital LLC is a real estate investment management firm founded in 2002 by Rance Stephen Gregory. The firm is headquartered in Portland.

Arnerich Massena, Inc. is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They were acquired by Coldstream Capital Management, Inc. in July 2024. Arnerich Massena provides 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 (UNPRI).

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.