Senior Client Relationship Associate | Shareholder
Julie Mark is a senior client relationship associate at Ferguson Wellman, based in Portland, Oregon. She joined the firm in 2008 and works closely with clients of portfolio managers Jason Norris and Alex Harding.
In her role, Julie supports clients across a range of needs, including transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts, and handling special requests.
Education and Designations:
