Partner, Senior Vice President, Morton Capital Management
Seetoo provides financial planning and investment management services to business owners and high-net-worth families. Over the past four years, he’s been instrumental in developing a unique offering for Morton Wealth that helps business owners make strategic decisions and prepares those looking to transition or sell their companies. Seetoo is a member of the CFA Institute, the CFA Society of Los Angeles and ProVisors. He is the founder and president of the Conejo Valley chapter of the Exit Planning Institute and is a member of the institute’s EPI Thought Leadership Council.