Jeffrey Sarti
Vorstandsvorsitzender bei Morton Capital Management LLC
Profil
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.
Aktive Positionen von Jeffrey Sarti
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | 01.01.2017 |
Ehemalige bekannte Positionen von Jeffrey Sarti
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Jeffrey Sarti
| Stanford University | Undergraduate Degree |
| UCLA Anderson School of Management | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |