Jeffrey Sarti

Director Ejecutivo en Morton Capital Management LLC .

50 años

Finance

Consumer Services

Perfil

Mr. Jeffrey Sarti, CFA MBA, is a Chief Executive Officer & Partner at Morton Capital Management LLC.
He has over 24 years of experience.
Mr. Sarti was previously employed as a Portfolio Manager by McKee Investment Management Co., Inc. and a Portfolio Manager by Joel R.
Mogy Investment Counsel, Inc. He received his undergraduate degree from Stanford University and an MBA from UCLA Anderson School of Management.

Cargos activos de Jeffrey Sarti

Empresas	Cargo	Inicio
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.	Director Ejecutivo	01/01/2017

Todos los cargos activos de Jeffrey Sarti

Antiguos cargos conocidos de Jeffrey Sarti.

Empresas	Cargo	Fin
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.	Corporate Officer/Principal	02/01/2007
Joel R. Mogy Investment Counsel, Inc. Joel R. Mogy Investment Counsel, Inc. Investment ManagersFinance Joel R. Mogy Investment Counsel, Inc. (JMIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Joel R. Mogy in 1976. JMIC provides investment counseling services to individuals, high-net worth individuals, pension and profit-sharing plans, charitable organizations and corporations.	Corporate Officer/Principal	31/12/2001
McKee Investment Management Co., Inc. McKee Investment Management Co., Inc. Investment ManagersFinance McKee Investment Management Co., Inc. (MIM) is a Los Angeles-based registered investment advisor that offers customized equity and fixed-income management for institutional and individual clients.	Corporate Officer/Principal	-

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Formación de Jeffrey Sarti.

Stanford University	Undergraduate Degree
UCLA Anderson School of Management	Masters Business Admin

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Empresas privadas	3
McKee Investment Management Co., Inc. McKee Investment Management Co., Inc. Investment ManagersFinance McKee Investment Management Co., Inc. (MIM) is a Los Angeles-based registered investment advisor that offers customized equity and fixed-income management for institutional and individual clients.	Finance
Joel R. Mogy Investment Counsel, Inc. Joel R. Mogy Investment Counsel, Inc. Investment ManagersFinance Joel R. Mogy Investment Counsel, Inc. (JMIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Joel R. Mogy in 1976. JMIC provides investment counseling services to individuals, high-net worth individuals, pension and profit-sharing plans, charitable organizations and corporations.	Finance
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.	Finance

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