Julie Mark

Julie Mark

Client Relationship Associate

Julie Mark joined the firm in 2008 as a client relationship associate and works with the clients of Peter Jones and Jason Norris. She supports clients in a variety of ways such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests. 

Julie holds a B.A. in music from Brigham Young University and an artist diploma in Opera Performance from Oberlin Conservatory.

She lives in North Portland with her cat and enjoys hiking and spending time with friends and her extended family in her free time.