MC Origin Stories – Sarah Ellis

What was the turning point for you in deciding to change careers?   What lessons have you learned from your past work life that you’ve brought to MC? One of the key phrases I have kept with me over the years is one I learned from my first “real” job working at the local BBQ […]

Mid-Quarter Newsletter – June 2021

  Hear Our Story Video We’ve been busy capturing some exciting video content these last few months as we prepare to launch a new look on our website. As a firm, we wanted to create a video to give our clients and our community the opportunity to learn more about us: how we began, why […]

The Societal Duty of Businesses: Happiness, Meaning, and Fulfillment for Your People

  Before becoming the Chief Operating Officer, my primary role at Morton Capital was as a financial advisor. In 2017, I was working with a prospective client who ran a non-profit in Northern California. We were having a discussion about her life and wealth goals and began chatting about her role as the leader of […]

MC Origin Stories – Joe Seetoo

1) What opportunities have you had to accomplish this in the past?   2) What personality traits do you believe have set you up for success at Morton?  1) Passion for Learning “I am always doing that which I cannot do, in order that I may learn how to do it.” — Picasso I can […]

Quarterly Commentary – Q1 2021

Who Controls Interest Rates? The critically acclaimed news show 60 Minutes debuted in 1968 using a unique style of investigative journalism that was centered around the reporter telling the story (Wikipedia). Almost 53 years later, the show still brings in strong ratings. At Morton Capital, 60 Minutes used to be a hot topic around the […]

MC Origin Stories – Thao Truong

1) What was the turning point for you in deciding to change careers? After I left England, I moved to the United States. I just wanted to accelerate my college education and finish it quickly so that I could start making money and be my family’s savior. I moved to the States for more affordable […]

MC Origin Stories – Jason Naiman

1) What was the turning point for you in deciding to change careers?   2) What lessons have you learned from your past work life that you’ve brought to MC? If I were to find the common thread in the last 50+ years of my working life (OMG!), I guess I just mentioned it above: […]

Mid-Quarter Newsletter – March 2021

Congrats to the MC Team! For the third consecutive year, and ranking #2 on the 2021 list, we feel incredibly honored to be recognized on the prestigious annual Best Places to Work for Financial Advisors list by InvestmentNews. Each year, InvestmentNews recognizes standout employers in the financial advice industry. These firms, ranging from small practices […]

MC Origin Stories – Chris Galeski

1) What was the turning point for you in deciding to change careers?   2) What lessons have you learned from your past work life that you’ve brought to MC? You can always improve and learn more. Most of us ignore our weaknesses and spend time doing the things we are good at. In order […]

MC Stories – Save Your Portfolio . . . and the World

Climate change hasn’t always been terribly high on my list of concerns. Don’t get me wrong, I believed the science, but it had been a selfish, somewhat conscious choice to ignore dealing with something I was pretty sure wouldn’t greatly affect me. I’ve lived in Santa Monica, where the beach is vast, and in Pasadena, […]