As a fee-only registered investment advisor, Morton Capital Management offers comprehensive wealth management, investment management, and retirement plan services. With offices in the San Fernando Valley and Santa Barbara, we serve high-net-worth individuals, foundations, and companies with pension and 401(k) plans in Southern California and across the United States.
Lon Morton, C.E.O. and Co-Chief Investment Officer
Mr. Morton's career began at the age of 17 as a professional baseball player with the California Angels and Cleveland Indian organizations. He entered the employee benefits profession in 1968. In 1978, he founded The Morton Company, an actuarial and pension consulting firm. That firm was sold in 1990 after growing to service more than 1,400 pension and profit sharing plans. In 1981 Lon Morton founded Morton Capital Management, a Registered Investment Advisory firm. From the beginning MCM provided asset allocation using no-load funds on a fee only basis. Mr. Morton has served on various charitable and industry organizations. Currently he serves on the investment committee and the Board of the American Committee of the Weizmann Institute of Science as well as serving on the investment committee of the Tarzana Treatment Center. His professional designations include Chartered Life Underwriter. He has authored numerous articles and has been a guest on various radio and TV programs. Lon is married, has two adult daughters and lives in Westlake Village, California.
Priscilla Brehm, Senior Vice President
Ms. Brehm's career began with a four-year tour with an international musical group. In 1971, she entered financial services. In 1984, she founded a private financial planning practice serving primarily business owners. She joined MCM full-time in 1989, as an investment advisor. Ms. Brehm is active in various professional and community organizations. She has served on the Boards of the Calabasas Chamber of Commerce and the Economic Alliance for the San Fernando Valley. She has been a guest speaker for various business groups and educational institutions. Her professional designations include Chartered Mutual Fund Counselor and Chartered Financial Consultant. Priscilla is married, has two children and resides in Bell Canyon, California.
Jason R. Naiman, Senior Vice President
Mr. Naiman entered the financial services industry in 1968 with the Manufacturer's Life Insurance Company. He specialized in financial and estate planning for individual and corporate clients from 1968 to 1982. From 1982 to 1985, he served as Vice President/Marketing for Real Property Services Corporation, a firm which specialized in real estate investments. Prior to joining MCM in 1991, Jason was continuously involved in financial and investment planning, including an Investment Specialist with IDS/American Express. Mr. Naiman was listed in the first edition of "Who's Who in California Business and Finance." His professional credentials include Chartered Life Underwriter, Chartered Financial Consultant and Accredited Investment Fiduciary. Jason is married, has two adult children and resides in Tarzana, California.
Eric Jay Selter, J.D., Senior Vice President and Chief Operating Officer
Eric Selter is Senior Vice President and Chief Operating Officer of Morton Capital Management. As a member of the Morton Capital investment committee, he is involved in the development of investment strategies, portfolio construction, implementation solutions, manager searches and due diligence. In addition to his responsibilities as an investment advisor, Eric is also responsible for the integration of back office and technology to increase productivity and enhance services provided to clients.
Eric received his bachelor’s degree from the University of Southern California where he graduated magna cum laude in 1979. He then attended Loyola Law School in Los Angeles where he was awarded his Juris Doctor degree in 1982.
Before joining MCM, Eric was President and CEO of National Staff Network, then the nation’s oldest and most prominent employee leasing company. He was responsible for the operational and legal direction of the company and made significant contributions in the establishment of the legal foundations for the employee leasing industry.
Eric is a private pilot and a member of Angel Flight, providing free non-emergency air travel for patients with serious medical conditions and other compelling needs. He is married, has three children and lives in Agoura Hills, California.
Meghan H. Pinchuk, CFA, CFP®, Co-President
Ms. Pinchuk joined the firm in April 2006 after graduating Summa Cum Laude from the University of California Los Angeles. She earned a certificate in Personal Financial Planning from UCLA Extension before sitting for and passing the March 2006 Certified Financial Planner Certification Examination.
Ms. Pinchuk is a Chartered Financial Analyst and serves as a member of the Morton Capital Investment Committee. Her research focuses on alternative investment opportunities, including hedge funds, structured notes and real estate investments.
Jeffrey Sarti, CFA, MBA, Co-President
Mr. Sarti rejoined Morton Capital in 2011 after serving as the firm’s Chief Investment Officer from 2004 through 2007. From 2008 through 2010, Mr. Sarti was co-managing partner of Crosscourt Capital Management, a hedge fund firm specializing in volatility and options trading strategies.
In 2002, Mr. Sarti worked at McKee Investment Management where he served as a portfolio manager and credit analyst overseeing $750 million in assets. From 1999 through 2001, he was employed as a portfolio manager at Joel R. Mogy Investment Counsel overseeing $1 billion in assets.
Mr. Sarti received his Bachelor of Science degree in Biology from Stanford University and his M.B.A. in Finance from the Anderson School of Business at U.C.L.A. Mr. Sarti is a Chartered Financial Analyst and a member of the Los Angeles Society of Financial Analysts.
Jeff is married with two children and resides in West Hills, CA.
Sasan Faiz, Co-Chief Investment Officer
Prior to joining Morton Capital, Sasan was the Chief Investment Officer at Partnervest Advisory Services LLC in Santa Barbara. In that capacity, he designed, developed and managed the STAR Asset Allocation Program. He also led the investment management efforts for the firm’s largest outsourced advisor. He was primarily responsible for over $1/2 billion in assets under management and advisory.
From 1999 to 2002, he was the Portfolio Manager for a high-tech hedge fund (CyberFund) in Santa Barbara. He used a theme-dominated, fundamental-based approach to identify leading companies within the technology sector. For the 1 year prior to that, he was the General Partner for Doji Capital Partners LP, a limited partnership formed for the purpose of investing in the small to medium-capitalization technology issues.
From 1989 to 1997, he was in institutional sales with the Middle Markets Group at Merrill Lynch in Los Angeles. He identified opportunities in debt markets through asset swaps and floating rate note structures, and marketed and implemented credit derivative strategies for a customer base made up of European and Asian banks.
Sasan received both his B.S. & M.S. degrees in Engineering from the University of Michigan. He currently lives in Santa Barbara.
Joseph A. Seetoo, CFA, CFP®, Vice President
Mr. Seetoo is an investment advisor focusing on alternative investment opportunities including hedge funds, structured notes and real estate investments. Prior to joining Morton Capital Management, he served as the Director of Investment Research for Georgina Asset Management, LLC, an SEC Registered Investment Advisor located in Santa Monica, CA from September 2003 until July 2007 and as the Director of Operations from May 2000 until September 2003. Mr. Seetoo began his investment career with Sanford C. Bernstein & Co., Inc. in 1998. Mr. Seetoo is a Chartered Financial Analyst, a member of the CFA Institute and a member of the Los Angeles Society of Financial Analysts. Additionally, Mr. Seetoo is an Instructor and Black belt with Krav Maga Worldwide. He received his Bachelors Degrees in Economics and International Relations from Randolph-Macon College. Mr. Seetoo resides in Tarzana, California.
Paul McDonald, Investment Advisor
A native of Southern California, Paul graduated from San Marino High School in 1967. He graduated with honors from UCLA in 1971. He served 22 years on active duty with the US Navy, retired at the rank of Commander and accumulated over 3000 hours in the P-3 Patrol Aircraft. Highlights of his Navy career include his tour of duty as Officer-in-charge of Patrol Squadron Sixty-Five and receipt of numerous awards including 2 Navy Achievement Medals, 2 Navy Commendation Medals, and the Presidential Meritorious Service Medal.
After retiring from the Navy, Paul joined Charles Schwab & Co, Inc. as an investment specialist. He was promoted to Senior Investment Consultant in March 1999. During his eight years at Charles Schwab & Co, Inc., Paul completed an MBA from Cal State Northridge, Registered Paraplanner certification and Series 8 license.
Paul is married and resides in Newbury Park with his wife, Diane, and his two teenage sons, Justin and Darren.
Cathy Cash, MBA, CFP, Investment Advisor
Ms. Cash began her interest in stocks and investing when her grandmother began gifting her stocks when she was in high school. She earned her Bachelor of Science Degree in Communications from the University of Tennessee in Knoxville, TN and her Master’s Degree in Business from Rockhurst College in Kansas City, MO. Ms. Cash has attained the Certified Financial Planner certification and is currently working toward her Certified Investment Manager Analyst certification.
Prior to joining Morton Capital, she spent several years with Northern Trust as a Wealth Strategist responsible for marketing to affluent individuals, families and organizations in Santa Barbara County. Prior to that, she spent three years with Smith Barney as a Financial Consultant specializing in total wealth management, asset and liability exposure. She has over 20 years of experience in finance and investment management.
Ms. Cash is actively involved in the Santa Barbara community and serves as President, Santa Barbara Firefighters Alliance; Board Member, Girls, Inc.; and Board Member, Lobero Theatre Boxtale Company. She has previously served as Treasurer, Research Issues and Take Action Organization; Finance Committee Member, United Way; Board Member, The Money Camp; Fundraising Chair and Auxiliary Treasurer, Laguna Blanca School; Treasurer, National Charity League; Elder, St. Andrew’s Church.
Alan Kane,CFP,Senior Investment Advisor
Alan Kane has been in the financial services business since 1982. He is a Certified Financial Planner,a member of the Institute of Certified Financial Planners and a Chartered Mutual Fund Counselor. He joins MCM as an officer, senior investment advisor and a member of the Investment Committee. Mr. Kane specializes in creating individual portfolios of growth and value stocks using fundamental analysis. Mr. Kane joins Morton Capital Management from Gruntal & Company where his client base represented approximately $100,000,000 of assets. Alan managed the Gruntal & Company Los Angeles office for nine years.
Alan is a professional financial planner who has completed a series of correspondence courses and has passed examinations in subject areas such as insurance, securities and taxes. The designation is awarded by the Institute of Certified Financial Planners.
Alan is married, has one adult daughter and resides in Studio City, California.
Certified Financial Planner (CFP) - A professional financial planner who has completed a series of correspondence courses and has passed examinations in subject areas such as insurance, securities and taxes. The designation is awarded by the Institute of Certified Financial Planners.
Chartered Financial Analyst (CFA) - A professional designation given by the CFA Institute that measures competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
Registered Investment Adviser (RIA) - A person who, for compensation, engages in the business of advising others as to the value of securities or the advisability of purchasing or selling securities. RIAs are required to register with the Securities and Exchange Commissioner and/or with the state in which they conduct advisory business..
Form ADV - The uniform form for use by investment advisors to register and update registrations with the Securities and Exchange Commission and the jurisdictions that require advisors to register. The form is also used to comply with SEC Rule 206(4)-4, which obligates investment advisors to disclose relevant financial and disciplinary information to clients.