Katherine Coolures

Institutional Operations Manager at Pacific Portfolio Consulting - Seattle, WA, US

Katherine Coolures's Colleagues at Pacific Portfolio Consulting
Lisa Cook

Chief Operating Officer

Contact Lisa Cook

Harve Menkens

Senior Wealth Management Advisor

Contact Harve Menkens

Michele Brain

Portfolio Administrator

Contact Michele Brain

Maria Maddock

Head of Office Administration & HR | Executive Assistant to CEO

Contact Maria Maddock

Lisa AWMA

Chief Operating Officer

Contact Lisa AWMA

Robert CFP

Associate Wealth Management Advisor

Contact Robert CFP

Kevin OKeefe

Senior Wealth Manager

Contact Kevin OKeefe

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Katherine Coolures's Contact Details
HQ
206-623-6641
Location
Greater Seattle Area
Company
Pacific Portfolio Consulting
Katherine Coolures's Company Details
Pacific Portfolio Consulting logo, Pacific Portfolio Consulting contact details

Pacific Portfolio Consulting

Seattle, WA, US • 20 - 49 Employees
Financial Services

With over 20 years in the field of providing comprehensive financial guidance to individuals, families, and institutions, Pacific Portfolio's team of advisors is personally and professionally invested in the success of each of our clients.Our philosophy is that the best results are achieved when the services are tailored to the client. When you are our client, we work to create a fully customized, fee-only plan that is based on your goals, not our preferences.We have always valued resiliency, both in our relationships and our investment strategies. That's why our clients stay with us for a lifetime, and rely on us to manage their wealth for the next generation and beyond.We are committed to providing comprehensive financial and investment research and management, drawing on our unique in-house data and research teams. We have built these resources in order to better serve you and your financial goals, and you won't find this level of holistic commitment and service anywhere else.By servicing your complete investment advisory needs in-house, we are able to better provide ever-evolving wealth management and institutional investment solutions that will meet your needs for years to come.We are privately owned by a well-known and respected group of local investors with a goal to keep the company locally owned and operated to provide services to their families as well as our clients for many generations to come.

Institutional Consulting Wealth Management Financial & Retirement Planning Estate and Family Succession Planning Personalized Investment Planning Fiduciary Governance Investment Advising Program Evaluation Fund Manager Selection Employee Education Financial & Retirement Planning
Details about Pacific Portfolio Consulting
Frequently Asked Questions about Katherine Coolures
Katherine Coolures currently works for Pacific Portfolio Consulting.
Katherine Coolures's role at Pacific Portfolio Consulting is Institutional Operations Manager.
Katherine Coolures's email address is ***@pacific-portfolio.com. To view Katherine Coolures's full email address, please signup to ConnectPlex.
Katherine Coolures works in the Financial Services industry.
Katherine Coolures's colleagues at Pacific Portfolio Consulting are Lisa Cook, Harve Menkens, Michele Brain, Maria Maddock, Lisa AWMA, Robert CFP, Kevin OKeefe and others.
Katherine Coolures's phone number is 206-623-6641
See more information about Katherine Coolures