We look forward to
getting to know you
AND we encourage you to GET to know us too
Director of Operations
Dan Charoenrath
Dan Charoenrath
Dan Charoenrath

Director of Operations

(818) 206 2917

Years of Experience

5

Education and Credentials

B.A. in philosophy, UCSB

Origin Story
1. What does wealth mean to you?

To me, wealth is the ability to fully enjoy the parts of my life that are most meaningful to me—family, friends, community, and place of work. It’s spending time with loved ones, trips to the beach, and coaching my son’s baseball team.

2. What inspires you about the work you do at MC?

What inspires me the most about the work I do is having the opportunity to help our team members fulfill their career/life goals and, in some cases, bring further clarity on what those goals are. Whether it be through working with them on further development of technical skills, discussions on how to deal with challenging conversations, or even the recruitment of new team members to add to the MC family, seeing our people grow personally and professionally is what fills my cup.

3. What’s a fun fact that most people may not know about you?

In 2010, I traveled to Costa Rica to tour five different coffee farms and had an opportunity to pick cherries along with the farmers. Before MC, I worked for Peet’s Coffee and Tea for 15 years, so my love of coffee runs deep!

Investment Operations Manager
Angela Roper
Angela Roper
Angela Roper

Investment Operations Manager

(818) 591 6215

Years of Experience

14

Education and Credentials

B.S. in business with a minor in business law, CSUN

MSc in Finance and Financial law, University of London

Origin Story
1. What does wealth mean to you?

Confidence in my financial life—being able to rely on a collection of resources I have built up, both physical and mental, that support my well-being and ability to indulge in my passion for traveling with family.

2. What inspires you about the work you do at MC?

Being financially stable has always been a personal goal of mine and creates financial confidence in my life. At Morton, I have been able to expand on this, providing confidence to our advisors and clients that their portfolios align with their goals. This is something that I find very inspiring and truly is the backbone of what I get to do every day!

3. What’s a fun fact that most people may not know about you?

Born in Manchester, England, I have participated in numerous traditional British pantomime play productions in Burbank, CA. I usually played the role of the princess.

Investment Operations Associate
Benjamin Markman
Benjamin Markman
Benjamin Markman

Investment Operations Associate

(818) 206 2936

Years of Experience

2

Education and Credentials

B.S. in Business Administration with a concentration in Finance and a minor in Economics, Lundquist College of Business, University of Oregon

Series 65

CFA® in progress

Origin Story
1. What does wealth mean to you?

Wealth is essentially knowledge. As Warren Buffett says, “The best investment you can make is an investment in yourself.” I believe knowledge is the key to wealth because material wealth is subjective and often those with everything feel as if they have nothing and vice versa. It is knowledge that allows us to gain perspective and change the way we look at a situation, which is the ultimate driver of success. Material wealth allows us to acquire what is, while knowledge allows us to acquire what could be.

2. What inspires you about the work you do at MC?

My inspiration comes from having a passion for learning about the markets and helping empower my teammates to serve our clients most effectively. Being able to work on projects that truly impact our clients’ lives is a motivating experience. Knowing that the outcome of my work will touch the lives of many is something that pushes me to be my best self in everything I do.

3. What’s a fun fact that most people may not know about you?

Some fun facts about me are that I play piano, engineer music, and have a deep love for Japanese culture.

Investment Operations Administrator
Kevin Klein
Kevin Klein
Kevin Klein

Investment Operations Administrator

(818) 206 2946

Years of Experience

>1

Education and Credentials

B.S. in Accounting, CSU Long Beach

M.B.A., CSU Dominguez Hills

Series 6, 63

Origin Story
1. What does wealth mean to you?

What wealth means to me cannot be quantified easily. Wealth is not limited to strictly tangibles but also the intangibles, such as relationships, knowledge, and values. Assets aren’t just a dollar figure because that doesn’t paint the entire picture of the amount of work and sacrifice put in.

2. What inspires you about the work you do at MC?

What inspires me about the work I do at Morton Capital is the opportunity to help others achieve their goals and financial stability. I want to make a difference in the community and better the lives of others.

What’s a fun fact that most people may not know about you?

I am a sports fanatic, especially when it comes to the Dodgers. I host my own Dodgers podcast called The Incline, where I invite guests, including current and retired athletes along with other personalities.

Investment Operations Administrator
Kaizer Gillispie
Kaizer Gillispie
Kaizer Gillispie

Investment Operations Administrator

(818) 206 2955

Years of Experience

>1

Education and Credentials

B.A. degrees in Spanish and Modern Language Business, University of Idaho

B.S. in marketing, University of Idaho

Origin Story
1. What does wealth mean to you?

Wealth to me is not only being financially stable but also being able to feel fulfilled in the life that I have built for myself and the life that I will be able to build for a future family. If you feel a sense of belonging and purpose in where you are at in your life, then that is true wealth to me.

What inspires you about the work you do at MC?

Knowing that the work I am doing is going to help a greater cause that I can stand by and feel fulfilled by. Also having amazing, kind-hearted people around me who want to help with my success and me wanting to get to a point in my career where I can help them, and Morton Capital, succeed as well.

What’s a fun fact that most people may not know about you?

I am six feet and six inches tall and still afraid of heights.

Client Operations Training Specialist
Moriah Bowles
Moriah Bowles
Moriah Bowles

Client Operations Training Specialist

(818) 591 6212

Years of Experience

2

Education and Credentials

Degree in Patisserie and Baking from Le Cordon Bleu

Origin Story
1. What does wealth mean to you?

Living through a year-long pandemic has completely changed my view of wealth and reminded me not to take the little things for granted. While I know it’s important to be financially stable and make informed decisions, enjoying the wealth of life, family, and friends has become just as important.

2. What inspires you about the work that you do?

The culture! It’s so refreshing to enjoy coming to work and the people I work with. Morton is the first place I’ve worked where we care just as much about our clients and helping them enjoy their lives as we do about employees doing the same. And with my background in baking, bringing in the occasional baked goods to share with everyone is a plus too.

3. What is a fun fact that people do not know about you?

I was born on a tiny island called Adak, Alaska, which is part of the Aleutian Islands chain.

Client Operations Administrator
Lauren Salas
Lauren Salas
Lauren Salas

Client Operations Administrator

(818) 206 2916

Years of Experience

2

Education and Credentials

B.B.A. in Marketing and Managerial Leadership, New Mexico State University

Origin Story
1. What does wealth mean to you?

To me, wealth means having meaningful relationships with people who add value to your life, the ability to experience new things and places with those you love, and having the time to spend doing things that bring you joy, such as being in nature.

2. What inspires you about the work you do at MC?

I feel inspired to do the work I do at Morton Capital because everyone is so supportive in the growth of who you are in your career as well as personal life. MC challenges you and constantly provides the opportunity to continue learning. It is also nice to know that the work you are doing is positively impacting others and helping them to live a more fulfilling life.

3. What is a fun fact that most people may not know about you?

Every year I travel to a new place outside the U.S. with my best friend.

Client Operations Administrator
Trent Paddon
Trent Paddon
Trent Paddon

Client Operations Administrator

(818) 206 2916

Years of Experience

>1

Education and Credentials

Degree in Intersectional Studies, Hope International University

Origin Story
1. What does wealth mean to you?

1. Wealth to me is creating relationships with people in my life. Having a strong foundation for growth and positive change creates a passion to live daily. This allows me to get closer to my goals and hopefully help others to go after their own as well. Social wealth allows me to value others to their fullest and be a part of the exciting nuances that relationships bring to life.

2. What inspires you about the work you do at MC?

2. I am inspired by the work I do at Morton Capital because of the people around me. The Morton family is passionate about helping our clients maximize their lives and it is prevalent in our everyday work environment. Seeing the effort and attention to detail that goes into our work makes it obvious that we truly want what is best for our clients and it sparks the motivation to also bring my best daily.

3. What’s a fun fact that most people may not know about you?

A fun fact that most people do not know about me is that I grew up without a television in my house.

Client Operations Administrator
Cameron Meek
Cameron Meek
Cameron Meek

Client Operations Administrator

(818) 206 2943

Years of Experience

1

Education and Credentials

B.A. in Communications, Pepperdine University

CFP® in progress

Origin Story
1. What does wealth mean to you?

Wealth to me means financial independence. As a high schooler, I had the responsibility of providing for myself financially, and I quickly learned the value of even one dollar. It means everything to me to be able to provide for myself and make decisions based on my wants, needs, and goals.

2. What inspires you about the work you do at MC?

The people I am surrounded by inspire me every day. To work at a company that shares my values and allows me to explore areas I am passionate about is rare to find. Additionally, I am motivated by creating an excellent client experience. The excitement I get when I see a happy client makes my week.

3. What’s a fun fact that most people may not know about you?

I stand by the fact that mustard—plain or dipped with things (aka carrots)—is an acceptable and savory snack.

Client Operations Administrator
Lauren Lindvall
Lauren Lindvall
Lauren Lindvall

Client Operations Administrator

(818) 206 2957

Years of Experience

>1

Education and Credentials

B.A. in Political Science, University of Oregon

Origin Story
1. What does wealth mean to you?

Wealth to me means being closely connected to what makes you feel most alive. That looks different for a lot of people but for me it’s staying connected to nature, nurturing relationships with family and friends, and pursuing the passions and simple joys of life

2. What inspires you about the work you do at MC?

There is so much that inspires me here at Morton but at the end of the day, it boils down to the people and culture. I am inspired by the team approach we have to everything we do and am truly inspired by each individual to not only do my best work, but to be the best version of myself every day.

3. What’s a fun fact that most people may not know about you?

A fun fact that people may not know about me is that I have a wild passion for all things interior design and architecture. A lifelong dream of mine is to one day build and design my dream home from the ground up!

Client Operations Administrator
Jamie Domke
Jamie Domke
Jamie Domke

Client Operations Administrator

(818) 206-2940

Years of Experience

>1

Education and Credentials

B.S. in Business Administration, Pepperdine University

Origin Story
1. What does wealth mean to you?

I believe wealth means having the resources to care for what you love, whether you are able to financially provide for your family, save for a child’s future, volunteer at an organization, or protect yourself from unexpected crises. I do not believe riches are limited to money and assets. Wealth can also be defined by time, knowledge, status, health, and much more. I believe wealth is a powerful tool that can impact lives and when we approach it with humility and selflessness, we can change the world for the better.

2. What inspires you about the work you do at MC?

My work at Morton Capital motivates me to encourage others to become educated about personal finance so they can live more purposeful lives. As someone who came to Morton Capital without any prior experience in the finance industry, I have improved my financial literacy because Morton Capital has made learning and education a priority for all of their employees and clients. Now, I can better care for myself and loved ones financially while empowering other individuals to do the same. Morton Capital inspires me to help myself and others protect and extend wealth for generations.

3. What’s a fun fact that most people may not know about you?

I love to travel. In my lifetime, I have traveled to four of the seven continents (North America, Europe, Asia, and Africa). I lived in Germany for a year while studying abroad at Pepperdine University and after college, I lived in China for a year teaching English at a Chinese university. I’ve also traveled to over 25 states in the U.S. and over 20 countries in the world.

Client Reporting Specialist
Judy Lee
Judy Lee
Judy Lee

Client Reporting Specialist

(818) 222 4727

Years of Experience

1

Education and Credentials

B.A. in English, UCLA

Origin Story
1. What does wealth mean to you?

To me, wealth means meeting goals not inspired by how much I have, but by how much I love people. Wealth also means being surrounded by people who encourage, challenge, and inspire me and having the time to experience life together.

2. What inspires you about the work you do?

At Morton, I work with people who are not only excellent at what they do, but they also love to laugh and have a genuine care for each other. I know that I want to bring my best every time and to know that it makes an internal and external impact makes me proud.

3. Fun fact most people may not know about you?

I have a passion for vintage children’s books, Korean food, typography/fonts/proper kerning, the Dodgers, my church, and my wonderful family.

Client Operations Administrator
Michelle Loakes
Michelle Loakes
Michelle Loakes

Client Operations Administrator

Years of Experience

>1

Education and Credentials

B.A. in psychology, University of California Santa Barbara

Origin Story
What does wealth mean to you?

Wealth is tricky to define because you can be wealthy in many different aspects of your life. My immediate response is to define wealth in terms of finances—which isn’t a bad place to start—but wealth is so much more than that, though. I believe that true wealth allows you the freedom to enjoy life with those you love, pursue your goals, and be generous to those less fortunate.

What inspires you about the work you do at MC?

In 2019, I stumbled across a couple of podcasts and quickly realized my passion for personal finance. I enjoyed listening to people’s journeys from financial distress to financial freedom and the peace they experienced looking toward retirement. I knew then that I wanted to help people improve their relationship with money and, fortunately, I found Morton Capital. I am proud to be part of a company that leads with its values. It is rare and refreshing for a company to go above and beyond to encourage each employee’s continued education and career growth.

What’s a fun fact that most people may not know about you?

My daughters were born on the exact same day two years apart. The jury is still out on how they will feel about sharing their special day as they get older.

Investment Operations Administrator
Krystal Tavale
Krystal Tavale
Krystal Tavale

Investment Operations Administrator

Years of Experience

Education and Credentials

Origin Story
Client Operations Manager
Briana Verham
Briana Verham
Briana Verham

Client Operations Manager

818-206-2903

Years of Experience

Education and Credentials

Origin Story