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Elias Vera

Portfolio Management Analyst at Morton Wealth

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Email Email: j****@mortonwealth.com

phone noPhone Number: (***)-***-****

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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

Kevin Rex

Wealth Advisor, Partner

Sasan Faiz

Managing Director - Investments

Austin Overholt

Client Service Manager / Client Manager at Morton Wealth

Hunter Daniel

Portfolio Management Analyst

Michelle Loakes

Client Operations Administrator

Liam O'Hara

Client Operations Administrator

Frequently Asked Questions Regarding Elias Vera

Answer: Elias Vera works for Morton Wealth as Portfolio Management Analyst

Answer: Elias Vera’s role in Morton Wealth is Portfolio Management Analyst

Answer: Elias Vera's email address is j***@gmail.com

Answer: Elias Vera's business email address is j****@mortonwealth.com

Answer: Elias Vera’s direct phone number is (***)-***-****

Answer: Elias Vera works in the industry of: Investment Management

Answer: Elias Vera works Morton Wealth located at Agoura Rd, Calabasas, , 91301, California, 27200, United States

Answer: Morton Wealth's Portfolio Management Analyst is Elias Vera

Answer: Elias Vera contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@mortonwealth.com

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