Renata is the Project Administrator for Succession Resource Group and works in tandem with our consultants, preparing valuations, contracts, reports, models, and other services for our clients. She also works directly with advisors, and broker-dealer/custodians in the preparation of client deliverables and project coordination.
Before joining SRG, Renata earned her bachelor’s degree at Bowdoin College, her master’s degree at University of Wisconsin-Madison, and has worked as a college-level instructor in the adult education field for over 20 years. Her areas of expertise in program coordination, administration and public speaking continue to carry through in SRG’s mission of providing personalized, customer-focused solutions and education on complicated subject matters.
Fun Facts: Renata is active in the art and cultural community volunteering as a docent at the Oregon Jewish Museum and Center for Holocaust Education, participating in educator events at the Portland Art Museum, and attending gallery events. She most enjoys spending her free time with her family and close friends, reading, baking, dining out, day hikes, running, and loves all kinds of animals -- especially cats. Renata has lived in Portland for nearly twenty years with her husband, Peter and her two children, Miles and Ella.