Westlake Village Inn, CA.
Move from complexity into clarity by weaving a resilient portfolio with knowledge as your first thread.
With so much uncertainty in the world, it can be unnerving to think about the future. We recognize that this anxiety can often cause investors to willingly turn a blind eye to the issues at hand, but we also know that complacency is not the answer. To serve our clients best, we have to embrace uncertainty and build resilient portfolios that are designed to perform well despite the economy, political environment, or policy changes. Hear from CEO Jeff Sarti and our special guest, industry expert Grant Williams, as they explore the potential outcomes and share their perspective on how to best protect and grow client portfolios.
Presented By:
Jeff Sarti, Morton Wealth
Featured Speaker:
Grant Williams, Things That Make You Go Hmmm...
We all make decisions we regret. And usually, “regret” is a result of not acting in a way that aligns with our values. This is as true in investing as it is in all other areas of our lives. Morton advisors will teach attendees how to reduce the chances of regret by truly understanding their money mindset and how past experiences sometimes bias current decision-making. By deciding on an optimal money mindset, investors will be better positioned to achieve their goals.
Presented By:
Brittany Yudkowsky, Morton Wealth
Featured Speakers:
Patrice Bening, Morton Weath
Jenn Caruso, Morton Wealth
A key aspect of our investment philosophy involves finding investments that add diversification to our portfolios. We are passionate about sourcing smaller, niche investments that should behave differently than traditional stock and bond markets. By doing so, we aim to reduce risk for clients and provide them with opportunities that most other investors can’t access. One of the groups we feel has a keen eye for new trends is Cordillera. Sasan Faiz, our Managing Director of Investments, and Cordillera fund managers will share unique investments they are seeing in the marketplace and factors they consider when sourcing new opportunities.
Presented By:
Sasan Faiz, Morton Wealth
Featured Speaker:
Agustin “Gus” Araya, Cordillera Investment Partners
Historically, real estate has provided investors with ample opportunities to both grow their wealth and generate income along the way. We have been big proponents of real estate investing over the years. But it is crucial to partner with the right professionals and in the appropriate structures to safeguard investors. In this session, CIO Meghan Pinchuk will interview our real estate fund managers on the current real-estate environment, future opportunities, and how they are structuring their deals to better protect investors.
Presented By:
Meghan Pinchuk, Morton Wealth
Featured Speakers:
Megan Pautler-Gutnikov, KCB Real Estate
Todd Williams, Grubb Properties
Shawn Clark, CRG
We all make decisions we regret. And usually, “regret” is a result of not acting in a way that aligns with our values. This is as true in investing as it is in all other areas of our lives. Morton advisors will teach attendees how to reduce the chances of regret by truly understanding their money mindset and how past experiences sometimes bias current decision-making. By deciding on an optimal money mindset, investors will be better positioned to achieve their goals.
Presented By:
Brittany Yudkowsky, Morton Wealth
Featured Speakers:
Patrice Bening, Morton Weath
Jenn Caruso, Morton Wealth
We all make decisions we regret. And usually, “regret” is a result of not acting in a way that aligns with our values. This is as true in investing as it is in all other areas of our lives. Morton advisors will teach attendees how to reduce the chances of regret by truly understanding their money mindset and how past experiences sometimes bias current decision-making. By deciding on an optimal money mindset, investors will be better positioned to achieve their goals.
Presented By:
Brittany Yudkowsky, Morton Wealth
Featured Speakers:
Patrice Bening, Morton Weath
Jenn Caruso, Morton Wealth
We all make decisions we regret. And usually, “regret” is a result of not acting in a way that aligns with our values. This is as true in investing as it is in all other areas of our lives. Morton advisors will teach attendees how to reduce the chances of regret by truly understanding their money mindset and how past experiences sometimes bias current decision-making. By deciding on an optimal money mindset, investors will be better positioned to achieve their goals.
Presented By:
Brittany Yudkowsky, Morton Wealth
Featured Speakers:
Patrice Bening, Morton Weath
Jenn Caruso, Morton Wealth
We all make decisions we regret. And usually, “regret” is a result of not acting in a way that aligns with our values. This is as true in investing as it is in all other areas of our lives. Morton advisors will teach attendees how to reduce the chances of regret by truly understanding their money mindset and how past experiences sometimes bias current decision-making. By deciding on an optimal money mindset, investors will be better positioned to achieve their goals.
Presented By:
Brittany Yudkowsky, Morton Wealth
Featured Speakers:
Patrice Bening, Morton Weath
Jenn Caruso, Morton Wealth
We all make decisions we regret. And usually, “regret” is a result of not acting in a way that aligns with our values. This is as true in investing as it is in all other areas of our lives. Morton advisors will teach attendees how to reduce the chances of regret by truly understanding their money mindset and how past experiences sometimes bias current decision-making. By deciding on an optimal money mindset, investors will be better positioned to achieve their goals.
Presented By:
Brittany Yudkowsky, Morton Wealth
Featured Speakers:
Patrice Bening, Morton Weath
Jenn Caruso, Morton Wealth
We all make decisions we regret. And usually, “regret” is a result of not acting in a way that aligns with our values. This is as true in investing as it is in all other areas of our lives. Morton advisors will teach attendees how to reduce the chances of regret by truly understanding their money mindset and how past experiences sometimes bias current decision-making. By deciding on an optimal money mindset, investors will be better positioned to achieve their goals.
Presented By:
Brittany Yudkowsky, Morton Wealth
Featured Speakers:
Patrice Bening, Morton Weath
Jenn Caruso, Morton Wealth
Do you spend too much? Too little? Just right? Answering this question is more complicated than it might sound. In this session, Morton advisors will help attendees bucket their spending into areas that are most meaningful to them and their lifestyles. There are dozens of spending decisions we make on a daily basis, and by having a clear plan, investors will be much more likely to feel empowered to enjoy their wealth.
Presented By:
Mike Rudow, Morton Wealth
Featured Speakers:
Kevin Rex, Morton Wealth
Patrice Bening, Morton Wealth
In all of history, generations have approached wealth differently. Sometimes this is because of historical events (i.e., the Great Depression, dot-com bubble, 1970/80s inflation), social norms, or access to information. In any case, these factors often challenge families to gain an understanding of how money habits have been formed and the “why” behind the approach of different generations. Learn from Morton advisors as we explore how various generations make money decisions.
Presented By:
Stacey McKinnon, Morton Wealth
Featured Speakers:
Priscilla Brehm, Morton Wealth
Beau Wirick, Morton Wealth
For decades, we have favored investments that produce income for our clients. While traditional advisors typically only generate income via bonds, dividends, and CDs, we have chosen to look beyond traditional markets to the private markets, where income can be higher and more consistent, and is structured in a way that can offer better principal protection. Meghan Pinchuk, our CIO, will have three of our fund managers share how they are finding investments with higher yields and lower relative risks.
Presented By:
Meghan Pinchuk, Morton Wealth
Featured Speakers:
Rich Gammill, Proterra Investment Partners
John Ahn, Whitehawk Capital Partners
Himani Bhalla, Symbiotic Capital
The housing market impacts us all. Whether we are buyers or sellers, this market has us all asking, “Is now the time to act?” In this session, we will learn from experienced real estate professionals Mikey Taylor and Brian Farwell as they share their perspective on housing prices, inflation, interest-rate changes, access to loans, and one of the largest factors leading to all-time-high prices – the growing shortage.
Presented By:
Chris Galeski, Morton Wealth
Featured Speakers:
Mikey Taylor, Commune Capital
Brian Farwell, CrossCountry Mortgage
The housing market impacts us all. Whether we are buyers or sellers, this market has us all asking, “Is now the time to act?” In this session, we will learn from experienced real estate professionals Mikey Taylor and Brian Farwell as they share their perspective on housing prices, inflation, interest-rate changes, access to loans, and one of the largest factors leading to all-time-high prices – the growing shortage.
Presented By:
Chris Galeski, Morton Wealth
Featured Speakers:
Mikey Taylor, Commune Capital
Brian Farwell, CrossCountry Mortgage
The housing market impacts us all. Whether we are buyers or sellers, this market has us all asking, “Is now the time to act?” In this session, we will learn from experienced real estate professionals Mikey Taylor and Brian Farwell as they share their perspective on housing prices, inflation, interest-rate changes, access to loans, and one of the largest factors leading to all-time-high prices – the growing shortage.
Presented By:
Chris Galeski, Morton Wealth
Featured Speakers:
Mikey Taylor, Commune Capital
Brian Farwell, CrossCountry Mortgage
In 2017, the Tax Cuts and Jobs Act significantly changed estate, corporate, and personal tax provisions. At the end of 2025, many of these provisions will sunset, and may inspire investors to take advantage of creative tax and estate strategies. Hear from Scott Gilmore, Managing Partner of Ascend Advisors, and Brian Standing, Founder of Via Law, to learn about the potential changes and how you can take advantage of the current provisions while they are still in place.
Presented By:
Stacey McKinnon, Morton Wealth
Featured Speakers:
Brian Standing, Morton Wealth
Scott Gilmore, Ascend Tax & Business Advisors
The headlines on this topic can be terrifying. “Security Incident,” “Data Breach,” and “Ransomware Attack” are all phrases we hear AFTER something has happened. But what if you could protect yourself BEFORE something happens? In this session, the leaders at Digital Data and Protection LLC will share stories to inform you of the most common threats and provide tips to best protect yourself from fraud.
Presented By:
Eric Selter, Morton Wealth
Featured Speaker:
Carmine Cicalese, Digital Privacy & Protection
We think the era of hiring an advisor as a “stock picker” is over. In a market where stock prices are elevated by money supply and passive investing, it has become more and more challenging to do traditional analysis on a stock and know whether or not it will perform well. This is why we have chosen to work with Dimensional Fund Advisors, which builds stock portfolios based on three important factors: company size, relative price, and profitability. Hear from Apollo Lupescu, Vice President at Dimensional, and Morton advisors in this interactive Q&A on the fundamentals of stock market investing.
Presented By:
Jon Wingent Morton Wealth
Beau Wirick, Morton Wealth
Bruce Tyson, Morton Wealth
Featured Speaker:
Apollo Lupescu, Dimensional Fund Advisors
One of the biggest fallacies in financial management is that liquidity is better than illiquidity. While it is necessary to have money you can access easily, there can be risks to having too much liquidity. Morton executives will share their perspectives on this topic and “myth bust” those who claim liquidity is king.
Presented By:
Jeff Sarti, Morton Wealth
Featured Speakers:
Meghan Pinchuk, Morton Wealth
Chris Galeski, Morton Wealth
One of the biggest fallacies in financial management is that liquidity is better than illiquidity. While it is necessary to have money you can access easily, there can be risks to having too much liquidity. Morton executives will share their perspectives on this topic and “myth bust” those who claim liquidity is king.
Presented By:
Jeff Sarti, Morton Wealth
Featured Speakers:
Meghan Pinchuk, Morton Wealth
Chris Galeski, Morton Wealth
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.
