STAR WEALTH MANAGEMENT NAMES MARJORIE KURTZ AS VICE PRESIDENT, SENIOR TRUST OFFICER
STAR Wealth Management has named Marjorie Kurtz as vice president, senior trust officer. Kurtz will be responsible for compliance and reporting activity for STAR Wealth’s fiduciary business as well as for the company’s account administration and corporate reporting. Kurtz will also manage existing personal trust accounts and develop new client relationships.
Kurtz is a veteran trust officer with 27 years of experience in administrative and probate matters gained through her career with 1st Source, Fort Wayne National and Lake City banks. She holds a bachelor’s degree from Bethel College in Mishawaka, Indiana, and is a member of the Fort Wayne Estate Planning Council. Kurtz lives in Fort Wayne and has four grandsons.
“Compliance and due diligence are top priorities for STAR Wealth Management. Marjorie is one of the very best in this area, bearing the required range of experience to carry out our commitment and responsibility in these areas to our clients,” says Keith Davis, president, STAR Wealth Management.
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