Chief Investment Officer, Partner
(818) 591 6211
16
B.A. in English, summa cum laude, UCLA
CFA®, CFP®
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
31
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
(818) 591-6217
22
B.S. in Biology, Stanford University
M.B.A., Anderson School of Management, UCLA
CFA®, MBA
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.
Investment Operations Manager
(818) 591 6215
14
B.S. in business with a minor in business law, CSUN
MSc in Finance and Financial law, University of London
Confidence in my financial life—being able to rely on a collection of resources I have built up, both physical and mental, that support my well-being and ability to indulge in my passion for traveling with family.
Being financially stable has always been a personal goal of mine and creates financial confidence in my life. At Morton, I have been able to expand on this, providing confidence to our advisors and clients that their portfolios align with their goals. This is something that I find very inspiring and truly is the backbone of what I get to do every day!
Born in Manchester, England, I have participated in numerous traditional British pantomime play productions in Burbank, CA. I usually played the role of the princess.
Research Analyst
(818) 206 2944
4
B.A. in economics, CSUN
CFA® in progress
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.
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.
If I weren’t terrified of sharks, I’m fairly certain that I would be a pro surfer now.
