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Brittany Yudkowsky

Financial Planning Manager at Morton Wealth

  • LinkedIn

I joined Morton Capital in September 2010 as the Alternative Investments Coordinator. In 2015, I transitioned to working more closely with our wealth advisors to provide support to both c...

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MORTON WEALTH

MORTON WEALTH

  • description Description
    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 re...

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  • Employees count Employees 51-200
  • Revenue Revenue 25 Million to 50 Million
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Morton Wealth Org Chart and Mapping

Jeff Sarti

Chief Executive Officer

Employees

Karla G

Client Service Associate

Elias Vera

Portfolio Management Analyst

Kevin Rex

Wealth Advisor, Partner

Jeff Sarti

Chief Executive Officer

Bruce Tyson

Partner and Investment Counselor

Hunter Daniel

Portfolio Management Analyst

Cfa® Joe Seetoo

Senior Vice President, Partner & Wealth Advisor at Morton Wealth

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  • Phone number  :  (***)-***-****
  • Email  :  b****@mortoncapital.com

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