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Storia della carriera di Lon Morton
Precedenti posizioni note di Lon Morton
Società | Posizione | Inizio | Fine |
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Morton Capital Management LLC
![]() Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Amministratore Delegato | 01/01/1981 | 01/04/2017 |
Direttore degli Investimenti | 01/01/1981 | 01/04/2017 | |
Fondatore | 01/01/1981 | 01/04/2017 | |
Membro del Comitato di Investimento | 01/01/1981 | 01/04/2017 | |
Gestore di Portafoglio-Azioni | 01/01/1981 | 01/04/2017 | |
Responsabile della banca privata | 01/01/1981 | 01/04/2017 |
Formazione di Lon Morton
Pierce College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Founder | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Morton Capital Management LLC
![]() Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Finance |
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