Financial Advisor Magazine names Meghan Pinchuk as one of their 10 young advisors to watch.

FA_May2015_Megan-Pinchuk-10Meghan Pinchuk has known former pro baseball pitcher/financial advisory founder Lon Morton since she was 12 years old. He managed money for her grandfather and later hired Pinchuk’s father at his firm Morton Capital Management as COO in the 1990s. “He recruited me rather young,” she says. A great student without a clear direction (she started as an English major at UCLA), Pinchuk was encouraged by Morton to intern for him in college and see if she liked finance. She passed her CFP test while she was still an undergrad, graduated summa cum laude and hit the ground running, later on getting her CFA mark.

Nine years out of college, Pinchuk is now co-president of the firm, which has 700 to 800 client relationships (the average client size is $1.5 million to $2 million and the firm has almost $1.5 billion under management). Her rise came swiftly after Morton bought his firm back from a bank in 2013 and Pinchuk found herself promoted. Though Lon Morton is still CEO and has veto power, he has let Pinchuk and co-president Jeff Sarti drive strategy at the newly liberated firm, she says.


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