Chief Investment Officer, Partner
(818) 591 6211
B.A. in English, summa cum laude, UCLA
Wealth for me is measured in enjoyment. I am happiest when I’m spending time with my family and friends, whether that’s tickle-tackling my two little kids, fencing epee with my husband, or laughing over good food (preferably sushi) and wine with friends. I also enjoy quiet time to read a book (probably a Jane Austen novel) or learn about something new.
I love that we have created an environment that encourages constant learning and engagement. We approach everything, whether that’s investments, financial planning, or team dynamics, with an open mind and a drive to be better. This allows us to truly serve our clients’ best interest, even if doing so veers from more traditional paths taken by others in our industry. Our approach not only satisfies my own personal curiosity, but has also attracted a group of individuals with similar energy and passion with whom I am excited and grateful to work.
I met my husband on the fencing team when I was a freshman at UCLA. Over the years, I was his assistant coach and we now have our own fencing club: Ace Fencing Academy in Agoura Hills.
Managing Director of Investments, Partner
(818) 591 6207
B.S. in engineering, University of Michigan
Master’s degree in engineering, University of Michigan
More than anything else, wealth to me equates to peace of mind and security. It affords us the ability to do things in life that are important and meaningful, such as taking care of family and friends, but also making a difference in the lives of those less fortunate.
I have always been fascinated by the financial markets and the drivers behind them, even while working as an aerospace engineer at the beginning of my career. Working at Morton challenges me intellectually and, at the same time, provides me with tangible evidence that I can make a difference in our clients' lives.
Even though I do not have any kids myself, I have always been very close to my nephew and niece. As my sister says, I am the fun uncle!
Chief Executive Officer, Partner
B.S. in Biology, Stanford University
M.B.A., Anderson School of Management, UCLA
For me, a “wealthy life” comes down to spending time with the ones I love and appreciating the little moments. I love nothing more than spending time with my wife and three kids, whether it’s a beach vacation, making dinner together, or just watching a movie with them on a Saturday night. It also means being intellectually engaged and being afforded opportunities to learn something new on a regular basis.
I feel so lucky to be at a place in my career where the work that I do is engaging on so many levels. First of all, the responsibility we have to protect our clients’ nest eggs while helping them accomplish their lifelong goals is humbling and inspires me to always push myself toward the “pursuit of being better.” Secondly, our industry affords endless opportunities to learn something new, as investments and financial planning opportunities are always changing. Finally, I love the camaraderie and collaboration with my teammates. The energy in our hallways is fun and invigorating!
I actually have two fun facts: My wife and I foster kittens—the max number we had at one time was over 20! And I can say the alphabet backwards more easily than forwards.
Senior Investment Analyst
B.S. in economics, Belarus State Economic University, M.B.A., Belarus State Economic University
CFA®, CAIA®, Series 7 and 63
Wealth is an abundance of balance. It is the ability to live your life on your terms. Everything from being around the people we want to be around, supporting the causes we believe in, doing the type of work that is stimulating and rewarding, being able to share our love and moments of joy with those dear to us—this all creates an experience that is multi-faceted and ever-evolving.
The markets are like an ocean—they are in a constant state of flux and change, often even in a disarray and stirring up lots of turbidity. A good surfer (which I am not . . . yet—it’s a process, okay!) always finds a way to adopt their strategy to make the most out of the conditions given and catch the longest ride possible. I see the ingenuity and innovative ideas of the people around me every day, helping me recognize the opportunities with the most potential. I see how new technology can be applied to even better capture these ever-elusive perfect waves. This is exciting.
I have absolutely no idea how an internal combustion engine works.
Portfolio Management Analyst
B.S. in finance, Humboldt State University
Wealth means the ability to have choices. Choices are valuable because they allow you to weigh the opportunity costs of alternatives. Wealth affords me the ability to appropriately price each option and determine the value of each opportunity.
I am inspired to work at Morton because of the strong emphasis on true diversification embedded in our investment philosophy. Morton is willing to ask the hard questions and perform the due diligence to optimize each portfolio for every client.
I grew up in New Mexico and love green chili on everything.