The Finance and Operations team at Morton Wealth plays a crucial role in ensuring the seamless management and growth of client wealth. This team oversees financial processes, compliance, data reporting, and portfolio management, all while maintaining personalized support for clients. By fostering efficient operations and transparent communication, they empower clients to navigate their financial futures confidently and effectively.
Adam Bartkoski
Director Of Finance And Hr, Pa...
Arlene Vaughan
Office Manager
Dalia Dardoon
Compliance Associate
Dylan Druian
Administrative Assistant
Elias Vera
Portfolio Management Analyst
Hunter Daniel
Portfolio Management Analyst
Jessica Hull
Project Manager
Judy Lee
Data & Reporting Analyst
Kierstan Lewis
Office Administrator & Event C...
Kierstan Lewis
Administrative Assistant
Sarah Boughton
Executive Assistant
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