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Sunday, Nov 17, 2024

Valley 200 – 2024: Jeff Sarti

Chief Executive, Morton Wealth

Sarti is the chief executive of Calabasas-based Morton Wealth, an investment advisor with assets under management of more than $2 billion. Sarti, who earned his MBA from the UCLA Anderson School of Management, first joined Morton Wealth as chief investment officer in 2004. He then served as a principal at Crosscourt Capital Management, returning to Morton Wealth in 2011 as vice president. He has also held the titles of co-president and co-chief executive at the company prior to taking on his current role. Sarti is also a member of the Forbes Finance Council.

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