Lon Morton

79 year

Finance

Consumer Services

Profile

Lon Morton was the founder and former CEO & Co-Chief Investment Officer of Morton Capital Management LLC, which he founded in 1981.
He holds an undergraduate degree from Pierce College.

Former positions of Lon Morton

Companies	Position	End
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.	Chief Executive Officer	2017-03-31

See the detail of Lon Morton's experience

Training of Lon Morton

Pierce College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Lon Morton's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	1
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.	Finance