JEFF SARTI
CEO
Morton Wealth
Jeff Sarti is passionate about democratizing alternative investments for the typical investor. Typical investors are stuck with investing primarily in stocks and bonds and high quality alternative investments are typically only available to institutions such as endowments, foundations or larger family offices. Sarti and Morton Wealth are changing this narrative by partnering with investment groups to provide broader access to these alternative investments.
Sarti is also passionate about serving NextGen clients, and through Morton is launching a new service offering called Modearn, focused on empowering younger investors who are still in the height of their careers and growing their families to enjoy the present while preparing for the future.