Patrice Bening joined Morton Wealth in January 2019, having over 20 years of experience in the financial services industry. She started her career at Bank of America and throughout the years she held various roles, including small business banker, relationship client manager, and banking center manager in diverse markets. Patrice graduated with a B.S. in finance from California State University, Northridge. Additionally, she is a CERTIFIED FINANCIAL PLANNER™️professional. Patrice is also part of Herself, an initiative at Morton Wealth that strives to build a community where women can connect, learn and explore various topics around financial planning and investing. A passionate hiker and runner, Patrice summited Mt. Whitney for a second time last year and completed her first 50K trail ultra-marathon in Yosemite. She and her husband have two boys and a mischievous border collie named Loki, and her favorite travel destination is going back to visit her home and family in Romania.
Priscilla Brehm is a Wealth Advisor at Morton Wealth. As a financial planner and wealth advisor for 45+ years, she brings to the table a wealth of life experiences, professional training, and common sense that help her clients get the most life out of their wealth. Her mantra is “make it better,” which is what drives her deep thinking and problem-solving interactions with her clients. As the second partner to join Morton Capital (as it was known) in its early days, she has also played many other roles throughout the growth of the company. Priscilla loves to spend time traveling, hiking, reading, knitting, playing keyboard and singing in the church choir, and continuing her practice of martial arts (she currently holds a third-degree black belt in MMA). She is a Charted Financial Consultant and Chartered Mutual Fund Counselor.
Chris Galeski joined Morton Wealth in March 2018, and has over 14 years of experience in the financial services industry, specializing in financial planning and executive compensation with high-net-worth individuals. Prior to joining Morton, he worked at Fidelity Investments as Vice President, Executive Planning Consultant, with a focus on financial planning, benefits optimization and compensation for executives in the entertainment and aerospace industry. Prior to working in the financial services industry, Chris was a professional golfer on various mini-tours around the country from 2003-2009. Chris earned his Bachelor of Arts degree in economics from San Diego State University, where he was also on the Division I men’s golf team.
As COO, CMO and Wealth Advisor at Morton Wealth, Stacey’s mission is to make sure her clients feel confident in their future, her team is fulfilled in their career, and everyone goes home to have positive dinner conversations with their families. Before joining Morton Wealth in 2014, she had worked various jobs: barista, fitness instructor, marketing associate, receptionist, food server, and wedding planner. These jobs shaped her values to be empowerment, empathy, and excellence, and gave her a diverse range of expertise in teamwork and business management to share with Morton Wealth. Stacey is also a CERTIFIED FINANCIAL PLANNER™ professional.
Meghan Pinchuk is the Chief Investment Officer at Morton Wealth. Her primary role is to lead the investment team in its goal of building resilient portfolios for our clients. This includes overseeing and executing on asset class evaluation, portfolio management, diligence on new and existing investments and sourcing new potential opportunities. The team’s mission is to find investments that meet our three core investment tenets of risk management, true diversification and cash flow. Meghan is also part of the firm’s executive leadership team and the board of managers. Meghan loves spending time with her husband and two young children, especially fencing, reading and swimming together. Meghan earned her Bachelor of Arts degree in English from UCLA. She is a CFA® charter holder and a CERTIFIED FINANCIAL PLANNER™ professional.
Kevin has been a part of the Morton Wealth team since 2015. He is passionate about client relationships and empowering others through education and understanding about their financial picture. He is also actively involved in the growth of the firm by creating unique ways to meet clients’ ever-changing needs. Kevin invests in his community in many ways and serves on the board of directors for Interface Children & Family Services. He loves to spend time with his wife and three children, play basketball, and travel to new places. Kevin is a CERTIFIED FINANCIAL PLANNER™️ professional.
Jeff Sarti serves as Morton Wealth’s Chief Executive Officer. His role is to lead the company’s mission of empowering better investors. This mission focuses on helping Morton’s clients achieve their financial goals and get the most life out of their wealth but also on Morton’s employees to help them achieve their personal goals and get the most life out of their career. In his role as CEO, Jeff leads the strategic initiatives of the organization which includes an emphasis on the company culture, corporate finance planning, human capital projects, thought leadership and building resilient investment portfolios for the clients that Morton serves. Jeff loves spending time with his wife Sara and three young kids, either playing tennis, hiking the local trails or making a mess with them in the kitchen. Jeff earned his Bachelor of Science degree in biology from Stanford University and his MBA in finance from the Anderson School of Business at the University of California, Los Angeles. Jeff is a CFA® charter holder.
For over 23 years, Joe has acted as a trusted advisor to business owners and high-net-worth families, providing financial planning and wealth management services. Joe is passionate about equipping business owners with the knowledge and resources they need to sell their business successfully. Over the past three years, Joe has been instrumental in developing a unique offering for Morton Wealth that helps business owners make smart decisions as they build wealth and financially prepares those who are looking to transition or sell their business in the coming years. Joe has been recognized as an influential leader in the local business community for the past several years. He is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, he is a Certified Exit Planning Advisor and a member of ProVisors. He currently serves as Founder and President of the Conejo Valley chapter of the Exit Planning Institute, which serves to create a forum where advisors can collaborate to address the needs of the local community, develop educational programs for business owners, and better prepare owners for the successful exit of their business.
Eric Selter is our Senior Partner and just celebrated his 25th year at Morton Wealth. He is a lawyer by background, and in his previous career ran one of the premier employee leasing firms in the country. He is a graduate of the University of Southern California and Loyola Law School. During his 25 years at Morton Wealth, he has learned that wealth means different things to different people. He has experienced all types of market environments, which allows him to apply his experience to each client’s unique goals, fears, and desires to help them make informed decisions on all aspects of their financial life. Eric is a private pilot who likens being in the air to Morton Wealth’s investment philosophy of using alternative investments. It’s a whole different perspective from up there!
Brian serves as a Wealth Planner at Morton Wealth, where he consults with clients in all areas of legacy planning, including generational wealth transfer, charitable planning, gift and estate tax planning, and business planning. In addition to his role at Morton, Brian founded an estate planning law firm in which he is a partner and continues to serve clients as trust and estate counsel. Brian is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization, as well as a CERTIFIED FINANCIAL PLANNER™ professional. When not working, Brian spends time with his family, plays hockey and tennis, coaches soccer, reads books, and thinks about Bitcoin.
Beau Wirick was born and raised in Southern California. He graduated from the University of Southern California with a B.S. in business administration and enjoyed a 20-year film and television career. While vowing to never date another actor, Beau met his wife, Daniela, while playing her love interest on ABC’s The Middle. Always having a mind for finance, Beau moonlit as a financial coach and in 2020, was recruited to be a financial advisor for a registered investment advisory firm in Franklin, TN. He joined Morton Wealth in January 2023. You will find him playing volleyball in the Palisades every Sunday morning and stopping by the Westlake Farmers Market on his way home. He and his wife facilitate workshops for the Gottman Institute’s Seven Principles for Making Marriage Work. Beau loves to laugh, and he always hopes that whoever he is spending time with feels cared for and comfortable.
Morton Capital Management, LLC dba Morton Wealth (“Morton”) is an Investment Advisor registered with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
Information presented is provided solely for educational purposes and does not constitute an offer or solicitation with respect to the purchase of any security or asset class. These presentations do not take into account the specific investment objectives, financial situation or particular needs of any specific person. They are subject to change without notice and should not be relied on for investment advice. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.
The views expressed in these presentations are the independent observations and views of the speaker and not, necessarily, of Morton Wealth. Presentation at a Morton event does not constitute an endorsement of the presenter’s views, products or services.
References to specific investments are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell such securities. Many of the investment opportunities discussed are only available to eligible clients and can only be made after careful review and completion of the applicable Offering Documents. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available in the future. It should not be assumed that Morton will make investment recommendations in the future that are consistent with the views expressed herein.
Targets or other forecasts contained herein are based upon subjective estimates and assumptions about circumstances and events that may not yet have taken place and may never take place. Many factors affect performance, including changes in market conditions and interest rates and changes in response to other economic, political, or financial developments.
Although the information contained herein is from sources deemed to be reliable, Morton makes no representation as to the adequacy, accuracy or completeness of such information and it has accepted the information without further verification.
There is no guarantee that the investment objective of any of the strategies discussed will be achieved. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal.