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
Elias Vera
Portfolio Management Analyst
Sasan Faiz
Managing Director of Investments & Partner
Krystal Tavale
Private Investments Operations Specialist
Priscilla A.
Wealth Advisor
Jeff Sarti
Chief Executive Officer
Nadya Mets
Vice President, Research
Pinchuk
Chief Investment Officer
Hunter Daniel
Portfolio Management Analyst
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
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