Family Office
Morton Wealth
Our process is simple: it is all about you, your family and future. At Morton, we believe that wealth must be managed personally if it is to truly enhance your life. This core value deeply resonates with our clients, many of whom have been with us for decades. It is the central focus of our team and the driver of our a…
Asset classes & sectors
Alternative InvestmentsFinancial ServicesFixed incomeHedge FundsPrivate CreditPrivate EquityPrivate PlacementReal Estate
Decision-makers
Priscilla A.
Wealth Advisor
Jeff Sarti
Chief Executive Officer
Pinchuk
Chief Investment Officer
Jeffrey Sarti
Chief Executive Officer
Menachem Striks
CHIEF COMPLIANCE OFFICER
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Chief Investment Officer & Partner
Roxanna Faye Morton
TRUSTEE - MORTON FAMILY TRUST
Stacey Lynn Mckinnon
CHIEF OPERATING OFFICER
Joseph Alan Seetoo
WEALTH ADVISOR, SENIOR VICE PRESIDENT
Lynn Marie Selter
TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST
Meghan Hillary Pinchuk
CHIEF INVESTMENT OFFICER & MANAGER
Sara Minkyung Sarti
TRUSTEE
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