Jeff Sarti

Chief Executive Officer at Morton Wealth

Jeff Sarti holds various executive titles at Morton Wealth and previously worked as Principal at Crosscourt Capital Management, LLC. Jeff obtained an MBA from UCLA Anderson School of Management in 2004 after completing a BS in Biology at Stanford University in 1996.

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Timeline

  • Chief Executive Officer

    May, 2019 - present

  • Co-ceo

    May, 2017

  • Co-president

    October, 2013

  • Vice President

    September, 2011

  • Chief Investment Officer

    July, 2004