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Amelia Kurtz
Chief Executive Officer at Portland Trust
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Work Experience
Chief Executive Officer
Jul 2015 - Present · 9 years and 5 months
Senior Fiduciary Officer, Wealth Management
Mar 2013 - Apr 2015 · 2 years and 1 months
Trust Officer, Vice President
Oct 2006 - Mar 2013 · 6 years and 5 months
Company Details
2-10 Employees
Your interests. Your needs. Your goals. At Portland Trust Company, we start by listening to what’s important to you—from the dreams that keep you going to the worries that keep you up at night. As your trusted advisor, we’re driven to discover the solutions that fit your life, and to deliver them with the service that earns the trust in our name. It’s the work we love to do. Let's start with you. Our Story Starts with You If you want to know why we started Portland Trust Company, look in the mirror. Our founders’ combined fifty years of professional experience has been inspired by the people they work for each day. Jim and Amelia found a financial partner who shared their vision, and worked with Androscoggin Bank to create a single-source wealth management company that can attend to all of your financial needs. We’ll give you the in-depth service you deserve. It takes time for that kind of personalized analysis and planning. And we wouldn’t have it any other way. Meeting Your Needs, Today and Tomorrow Portland Trust Company shares the same passion for balanced growth that shaped the entrepreneurial town we’re named for. We keep one eye on the economic landscape and the other on the horizon for new opportunities. That vision has inspired the complete suite of wealth management services we’ve designed specifically to serve your needs today—and to build the plan that leads to your dreams for tomorrow. People, not Profiles Our services aren’t made to match a limited demographic profile; everything we do is tailored to meet your unique needs. We know that finances touch every part of your life. We’re eager to hear your story so we can begin to shape a financial strategy for you. So if you’re one of those complex creatures that juggles plans and problems every day, you’re our kind of people. Just the type our personalized service was created to serve. Learn more at portlandtrust.com Contact us today at (207) 558-6220 or info@portlandtrust.com
Year Founded
2015
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
Two City Center Portland, ME 04101, US
Keywords
Wealth ManagementInvestment ManagementFinancial Planning
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