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Liam O'hara

Client Operations Administrator at Morton Wealth

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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

Alexandria West

Client Operations Administrator

Sarah Ellis

Advisor Operations Manager

Eric Selter

Executive Vice President at Morton Wealth

Sasan Faiz

Managing Director - Investments

Meghan Pinchuk

Chief Investment Officer

Kevin Rex

Wealth Advisor, Partner

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

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