MORTON CAPITAL MANAGEMENT, LLC of CALABASAS, CA is an SEC-registered investment adviser (CRD 141250). Regulatory assets under management: $3.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos.
Showing 25 of 42 people.
| Name | Role | Location |
|---|---|---|
| Jeffrey Sarti | CEO & MANAGER | Roseville, CA |
| Meghan Hillary Pinchuk | CHIEF INVESTMENT OFFICER & MANAGER | — |
| Stacey Lynn Mckinnon | CHIEF OPERATING OFFICER | — |
| Sara Minkyung Sarti | TRUSTEE; TRUSTEE- THE SARTI TRUST | — |
| Menachem Striks | CHIEF COMPLIANCE OFFICER | Calabasas, CA |
| Eric Jay Selter | EXECUTIVE VICE PRESIDENT & MANAGER | — |
| Lynn Marie Selter | TRUSTEE; TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | — |
| Roxanna Faye Morton | TRUSTEE; TRUSTEE - MORTON FAMILY TRUST | — |
| Joseph Alan Seetoo | WEALTH ADVISOR, SENIOR VICE PRESIDENT | — |
| Jennifer Louise Seetoo | TRUSTEE; TRUSTEE- THE C-II TRUST | — |
| MORTON LON | CEO, PRESIDENT & COB; CFO, PRESIDENT AND CHAIRMAN OF THE BOARD; PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | — |
| BREHM PRISCILLA ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SENIOR VP; SENIOR VICE PRESIDENT (+1 more) | — |
| NAIMAN JASON REEVES | SENIOR VICE PRESIDENT; SENIOR VP; VICE PRESIDENT | — |
| SELTER ERIC JAY | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & MANAGER; CHIEF OPERATING OFFICER & MANAGER; COO (+6 more) | — |
| MORTON ROXANNA FAYE | TRUSTEE; TRUSTEE - MORTON FAMILY TRUST | — |
| MOORADIAN DENNIS JACK | DIRECTOR AND CHAIRMAN | — |
| SEETOO JOSEPH ALAN | SENIOR VICE PRESIDENT; WEALTH ADVISOR, SENIOR VICE PRESIDENT | — |
| SEARGEANT JEFF ROBERT | CHIEF FINANCIAL OFFICER | — |
| LEIS GEORGE STEVEN | DIRECTOR; DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | — |
| WATSON LISA MARIE | DIRECTOR | — |
| MORTON DUNCAN NMN | CHIEF EXECUTIVE OFFICER & DIRECTOR; CHIEF EXECUTIVE OFFICER & MANAGER; TRUSTEE (+1 more) | — |
| HAMILL LEO PETER | DIRECTOR; DIRECTOR, SENIOR VICE PRESIDENT & WEALTH MANAGEMENT | — |
| SARTI JEFFREY | CEO & MANAGER; CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER; CO-CEO & MANAGER (+3 more) | — |
| PINCHUK MEGHAN HILLARY | CHIEF INVESTMENT OFFICER & MANAGER; CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER; CO-CEO & MANAGER (+3 more) | — |
| SELTER LYNN MARIE | TRUSTEE; TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | — |