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October 17 2024
Westlake Village Inn, CA.
Hear from Morton advisors, industry leaders and experts as we dive into planning and investment opportunities.

Meet Our Experienced Speakers

Full Name
Company
Full Name
Company
Full Name
Company
Full Name
Company
Patrice Bening
Patrice Bening
Morton Wealth
Priscilla Brehm
Priscilla Brehm
Morton Wealth
Sasan Faiz
Sasan Faiz
Morton Wealth
Chris Galeski
Chris Galeski
Morton Wealth
Stacey McKinnon
Stacey McKinnon
Morton Wealth
Meghan Pinchuk
Meghan Pinchuk
Morton Wealth
Kevin Rex
Kevin Rex
Morton Wealth
Mike Rudow
Mike Rudow
Morton Wealth
Jeff Sarti
Jeff Sarti
Morton Wealth
Joe Seetoo
Joe Seetoo
Morton Wealth
Eric Selter
Eric Selter
Morton Wealth
Brian Standing
Brian Standing
Morton Wealth
Bruce Tyson
Bruce Tyson
Morton Wealth
Jon Wingent
Jon Wingent
Morton Wealth
Jennifer Caruso
Jennifer Caruso
Morton Wealth
Beau Wirick
Beau Wirick
Morton Welath
Brittany Yudkowsky
Brittany Yudkowsky
Morton Wealth
Grant Williams
Grant Williams
Things That Makes You Go Hmmm…
Apollo Lupescu
Apollo Lupescu
Dimensional Fund Advisors
Brian Farwell
Brian Farwell
CrossCountry Mortgage
Carmine Cicalese
Carmine Cicalese
Digital Privacy and Protection
Agustin "Gus" Araya
Agustin "Gus" Araya
Cordillera Investment Partners
Himani Bhalla
Himani Bhalla
Symbiotic Capital
John Ahn
John Ahn
Whitehawk Capital Partners
Rich Gammill
Rich Gammill
Proterra Investment Partners
Scott Gilmore
Scott Gilmore
Ascend Tax and Business Advisors
Shawn Clark
Shawn Clark
CRG
Mikey Taylor
Mikey Taylor
Commune Capital
Todd Williams
Todd Williams
Grubb Properties
Megan Pautler-Gutnikov
Megan Pautler-Gutnikov
KCB Real Estate

What People Are Saying

Patrice Bening
Patrice Bening
Morton Wealth
Priscilla Brehm
Priscilla Brehm
Morton Wealth
Sasan Faiz
Sasan Faiz
Morton Wealth
Chris Galeski
Chris Galeski
Morton Wealth
Stacey McKinnon
Stacey McKinnon
Morton Wealth
Meghan Pinchuk
Meghan Pinchuk
Morton Wealth
Kevin Rex
Kevin Rex
Morton Wealth
Mike Rudow
Mike Rudow
Morton Wealth
Jeff Sarti
Jeff Sarti
Morton Wealth
Joe Seetoo
Joe Seetoo
Morton Wealth
Eric Selter
Eric Selter
Morton Wealth
Brian Standing
Brian Standing
Morton Wealth
Bruce Tyson
Bruce Tyson
Morton Wealth
Jon Wingent
Jon Wingent
Morton Wealth
Jennifer Caruso
Jennifer Caruso
Morton Wealth
Beau Wirick
Beau Wirick
Morton Welath
Brittany Yudkowsky
Brittany Yudkowsky
Morton Wealth
Grant Williams
Grant Williams
Things That Makes You Go Hmmm…
Apollo Lupescu
Apollo Lupescu
Dimensional Fund Advisors
Brian Farwell
Brian Farwell
CrossCountry Mortgage
Carmine Cicalese
Carmine Cicalese
Digital Privacy and Protection
Agustin "Gus" Araya
Agustin "Gus" Araya
Cordillera Investment Partners
Himani Bhalla
Himani Bhalla
Symbiotic Capital
John Ahn
John Ahn
Whitehawk Capital Partners
Rich Gammill
Rich Gammill
Proterra Investment Partners
Scott Gilmore
Scott Gilmore
Ascend Tax and Business Advisors
Shawn Clark
Shawn Clark
CRG
Mikey Taylor
Mikey Taylor
Commune Capital
Todd Williams
Todd Williams
Grubb Properties
Megan Pautler-Gutnikov
Megan Pautler-Gutnikov
KCB Real Estate
"The variety of topics covered plus the setting really made for a wonderful day. Every one of the Morton team members I met were so friendly and smart!"
“This was a truly brilliant event. I have never attended a conference with an investment firm before and it felt more like being with friends and family."
"I really liked the variety of topics, they helped me to continue the process of evaluating and prioritizing our wealth. The setting, the food and amenities were really lovely!”
“I’m so grateful to have Morton as our investment team and hear your discussions. It made me realize that we have a lot of people on our team."
“You must be so proud to work for a firm like Morton. You guys have an energy and vibe that I have never seen before!”
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Testimonials are unsolicited and were provided by current clients of Morton Wealth. Clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

Stay Connected to Our Community

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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.