Kathleen Marie Hurley

Employer firm

Portland Global Advisors LLC CRD 109127

$1.17B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters
• ADVISE ON RETENTION OF INV ADVISERS; FAMILY OFFICE AND MISSION & IMPACT SERVICES ARE COMPONENTS OF ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2025 → Present
  Portland Global Advisors, Llc
  Portland, ME
• 11/2000 → Present
  Blake Hurley Mccallum & Conley
  Westbrook, ME
• 01/2021 → 12/2021
  The Swanson Group
  Westbrook, ME
• 05/2022 → 10/2024
  Lucky Catch Lobster
  Portland, ME

Other Businesses

01/22-Present: Provide bookkeeping services (not investment-related) as a sole proprietor from my home located at 84 Summit Street, South Portland, ME 04106. I spend approximately 8-10 hours/month rendering these services and do not provide these services during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-30