We look forward to
getting to know you
And we encourage you to get to know us too
Chief Investment Officer, Partner
Meghan Pinchuk
Meghan  Pinchuk
Meghan Pinchuk

Chief Investment Officer, Partner

(818) 591 6211

Years of Experience

16

Education and Credentials

B.A. in English, summa cum laude, UCLA

CFA®, CFP®

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Sasan Faiz
Sasan Faiz
Sasan Faiz

Managing Director of Investments, Partner

(818) 591 6207

Years of Experience

31

Education and Credentials

B.S. in engineering, University of Michigan

Master’s degree in engineering, University of Michigan

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s a fun fact that most people may not know about you?

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
Jeff Sarti
Jeff Sarti
Jeff Sarti

Chief Executive Officer, Partner

(818) 591-6217

Years of Experience

22

Education and Credentials

B.S. in Biology, Stanford University

M.B.A., Anderson School of Management, UCLA

CFA®, MBA

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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!

3. What’s a fun fact that most people may not know about you?

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.

Research Analyst
Milan Pfeisinger
Milan Pfeisinger
Milan Pfeisinger

Research Analyst

(818) 206 2944

Years of Experience

4

Education and Credentials

B.A. in economics, CSUN

CFA® in progress

Origin Story
1. What does wealth mean to you?

To roughly translate and paraphrase Austrian writer Franz Werfel, “The most secure wealth is the poverty of needs.” That sums it up perfectly for me.

2. What inspires you about the work you do?

The financial markets go back hundreds of years and it seems that every generation of finance professionals tries to figure out the market in the course of their career. If this is possible or not is a discussion for another day, but I am very excited to be working with people who have similar goals of wanting to find answers and learn new things daily.

3. What’s a fun fact that most people may not know about you?

If I weren’t terrified of sharks, I’m fairly certain that I would be a pro surfer now.

Senior Investment Analyst
Nadya Mets
Nadya Mets
Nadya Mets

Senior Investment Analyst

Years of Experience

9

Education and Credentials

B.S. in economics, Belarus State Economic University, M.B.A., Belarus State Economic University

CFA®, CAIA®, Series 7 and 63

Origin Story
1. What does wealth mean to you?

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.

2. What inspires you about the work you do?

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.

3. What’s the fun fact that most people may not know about you?

I have absolutely no idea how an internal combustion engine works.