Putting our clients first is the cornerstone of our team approach.
Our dynamic team of advisors and associates are dedicated to providing high-touch service and creating an exceptional client experience. Our advisors come from diverse backgrounds, which they can draw upon to best assist their clients. We also take pride in our knowledgeable and friendly support team, who are always available to answer questions.
At Morton Capital, our team is a family, and our clients are an extension of that family. We work hard and hold each other accountable, and in turn we also value and reward excellence. Our team culture fuels our passion for taking care of our clients.
MEET THE TEAM
(Mar 28, 1945 — Apr 17, 2017)
Lon Morton’s career began at the age of 17 as a professional baseball player with the California Angels and Cleveland Indians organizations. He entered the employee benefits profession in 1968. In 1978, he founded The Morton Company, an actuarial and pension consulting firm, which was sold in 1990 after growing to service more than 1,400 pension and profit sharing plans. In 1981 Lon formed Morton Capital Management, which became a registered investment advisory firm in 1983, specializing in customized tactical asset allocation integrating the use of alternative investments on a fee-only basis. Lon served on various charitable and industry organizations and was dedicated to supporting the non-profit community. He served as an executive committee member on the International Board of Governors at the Weizmann Institute and also served on the Board of Governors for the Boys and Girls Clubs of Greater Conejo Valley. A family man, a pioneer, a leader.
Deeply respected, loved and missed by all who knew him.
Stacey L. McKinnon
Chief Operating Officer
Stacey McKinnon joined Morton Capital in March 2014. She works alongside our wealth advisors to provide support to both clients and advisors. She is also an integral part of the Morton Capital marketing and business development team. Stacey graduated from the University of California, Santa Barbara, in September 2007, with Bachelor of Arts degrees in business economics and religious studies. Stacey is currently in the process of earning her CERTIFIED FINANCIAL PLANNER™ certification and holds a Series 65 license.