Health Care

Tax Shareholder Transitions As Client's CFO

Tax Shareholder Michael Lortz, CPA, LEED AP is transitioning from his role at Geffen Mesher, a Portland-based accounting firm, to join the firm’s longtime commercial real estate client, Downtown Development Group, as its Chief Financial Officer.

The transition isn’t a surprise move as Lortz has served over the past several years as a trusted advisor to the Goodman Family. The Goodman Family owns the Downtown Development Group, which has been investing in Portland commercial real estate since 1955.

“Of course it’s difficult to lose one of our talented and respected leaders,” noted Michael A. Rompa, Geffen Mesher’s Managing Shareholder. “But it underscores our firm’s commitment to our client’s best interests, and Michael will be an excellent addition to the Downtown Development Group.”

Lortz joined Geffen Mesher in 2001 as an intern after having worked in the industry since he was 15 years old. He was hired full time in 2002, and he made firm history as its youngest Shareholder in 2011. Lortz’s many accomplishments include spearheading the firm’s Women’s Leadership Initiative in 2013, which addresses gender-specific challenges and inequity in the workplace. In 2015, he received the Portland Business Journal’s prestigious Forty Under 40 award, and that same year became the Chair of the firm’s Real Estate Industry Group. He helped launch the firm’s Family Office Group in 2013, which provides customized financial management and administration for high net worth individuals and families.
 
“I’m thrilled to call my former clients my new employer,” explained Lortz. “I’ve always been invested in their success, and I look forward to continuing that success in my new role as CFO.”

The firm wishes him the best in this exciting new endeavor.

About Geffen Mesher: Geffen Mesher, a Portland-based accounting and consulting firm, that focuses on providing ongoing financial strategy, accounting and tax services for businesses and high-net-worth individuals. We serve many industries and create solutions that help our diverse clientele plan and build their financial pictures wisely.

For more than 85 years, our focus has taken us beyond the numbers and into the lives, plans, and strategic goals of our clients. In providing professional tax, financial and business consulting, and reporting, we have successfully guided our clients through booms and busts, recessions and recoveries, with an approach and model built around the commitment of our people, decades of experience, and expertise across a wide range of industries.

TASTE, United for Equity

The idea was simple, but unprecedented: to create an event that celebrated deep equity work happening all over the Portland-metro region. An event that is future focused, inspiring, and fun.

Employment Practices Liability Seminar - Anatomy of a Claim

What happens when your business is sued for sexual harassment, wrongful termination, discrimination, and other types of wrongful employment acts?  How does insurance respond and what typically happens from a legal perspective? Ward Insurance invites you to an informative seminar to discuss Employment Practices Liability Insurance (EPLI) and provide a step by step walkthrough of how these types of claims move through our legal system.


Tuesday June 4, 2019
8:30am Check In
9:00-10:00am Presentation
Hotel Lucia – Pettygrove Room
400 SW Broadway, Portland, OR 97205

To Register click here - or RSVP to Julie Douglas at (503) 954-1360 or This email address is being protected from spambots. You need JavaScript enabled to view it. by May 28, 2019

  • After completing this course, participants will:
    Have a clear understanding of federal and state employment law
    Receive a behind the scenes look at how claims move through our legal environment
    Understand EPL insurance and what constitutes an EPL claim
    Be aware of best practices that can help reduce your risk

Speakers:
Haley Morrison
Partner, Labor and Employment Practice Group – Tonkon Torp, LP
Haley Morrison is a partner with Tonkon Torp in their Labor and Employment Practice Group here in Portland providing counsel to employers on a wide variety of matters including discrimination, retaliation, harassment and wage and hour cases.  She has conducted comprehensive employment practice diagnostics for national and global companies as well as developed an expertise in workforce exempt classification reviews. Prior to joining Tonkon, Haley was an associate in the San Diego office of the multinational law firm Paul Hastings LLP from 2008 to 20015.  Haley is an alumni of the University of San Diego School of Law (magna cum laude), Colorado College and our very own Lincoln High School.   She has received numerous accolades for her work as an attorney including most recently being named as an Oregon Rising Star Super Lawyers (2016 to 2018) and America’s Top 100 High Stakes Litigators in 2018.

Anne Hasenstab
Executive Risk Practice Leader – Ward Insurance
Anne recently joined Ward Insurance in 2019 and has spent the last 18 years of her career specializing in Executive Risk/Management Liability insurance.  Anne began her career as an Executive Risk Underwriter for Chubb in Chicago, IL working with Fortune 500 clients.  She later worked as a Client Advisor for a large brokerage firm specializing in employment practices liability.  Most recently Anne held underwriting management roles at both Travelers and Chubb in the Pacific Northwest.  Anne holds a Bachelor of Arts (BA) and a Master of Fine Arts (MFA) from Fairfield University in Connecticut.

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