Katie Skurski, CFA

Written By Kaitlyn Lanier

Relationship Manager

ROLE

Supports clients by delivering exceptional service and proactive guidance, simplifying their financial lives while building lasting confidence in the management of their wealth and long-term goals.

PROFESSIONAL DESIGNATIONS

CFA

EDUCATION

Vanderbilt University - B.A. Economics Magna Cum Laude, Phi Beta Kappa

Duke University – M.B.A.

EXPERIENCE

  • Gulfstream Capital - Chief Financial Officer, Partner & Lead Relationship Manager: May 2014 - April 2026

  • MoneyZen Wealth Management – Investment Associate/Consultant: November 2012 – May 2014

  • Nike Inc. – Business Planning and Financial Manager: March 2006 – April 2011

  • Previous Corporate finance and Investment banking experience at Fayez Sarofim & Co. and Ruby Tuesday Inc.

COMMUNITY INVOLVEMENT

  • Catechist for Elementary Faith Development at St. Thomas More Catholic Church

  • Volunteer at Durham Rescue Mission

  • Board of Advisors

  • Big Spoon Roasters Member

  • CFA Institute

  • CFA Society of NC

  • 100 Women in Hedge Funds

FUN FACT

I am a mother of three and love running and swimming. I am also the family chef who is an avid fan of the Great British Baking Show. I am always striving for a handshake from my family!!

Kaitlyn Lanier
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