Morton Capital Management
Industry: Company
DescriptionHeadquarters: Calabasas, CA Founded: 1981 Parent organization: Pacific Capital Bank, N.A. Subsidiary: Morton Capital Management, Llc, Asset Management Arm
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Morton Capital Management Employees
Employee
Years
Job
Industry
Ryan Delson Ryan Delson's Morton Capital Management Experience May 2008 - August 2008
Job Asset Manager Analyst at TruAmerica Multifamily
Industry Higher Education
Experience
TruAmerica Multifamily April 2015 - Present
NAI Capital December 2010 - April 2015
TOLD PARTNERS INC June 2010 - December 2010
Private Mortgage Fund December 2009 - June 2010
Pepperdine University August 2006 - May 2010
Morton Capital Management May 2008 - August 2008
Skills
Real Estate, Investments, Marketing, Sales, Finance, Analysis, Commercial Real Estate, Property Management, Real Estate Economics, Social Media Marketing
Education
Pepperdine University 2006 — 2010
BS, Business Administration
TruAmerica Multifamily April 2015 - Present
NAI Capital December 2010 - April 2015
TOLD PARTNERS INC June 2010 - December 2010
Private Mortgage Fund December 2009 - June 2010
Pepperdine University August 2006 - May 2010
Morton Capital Management May 2008 - August 2008
Skills
Real Estate, Investments, Marketing, Sales, Finance, Analysis, Commercial Real Estate, Property Management, Real Estate Economics, Social Media Marketing
Education
Pepperdine University 2006 — 2010
BS, Business Administration
Kevin Rex Kevin Rex's Morton Capital Management Experience April 2015 - Present
Job Financial Services
Industry Investment Management
Experience
Morton Capital Management April 2015 - Present
Stryker Orthopaedics February 2010 - March 2015
Stryker January 2012 - June 2013
Drs. McLeod & Webb, Oral & Maxillofacial Surgery May 2004 - July 2009
Skills
Sales, Business Development, Business Strategy, Educational Leadership, Training, Strategy, New Business Development, Operating Room, Sales Operations, Medical Devices, Surgeons, Direct Sales, Cold Calling, Sales Management
Education
Cornell University 2002 — 2006
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Morton Capital Management April 2015 - Present
Stryker Orthopaedics February 2010 - March 2015
Stryker January 2012 - June 2013
Drs. McLeod & Webb, Oral & Maxillofacial Surgery May 2004 - July 2009
Skills
Sales, Business Development, Business Strategy, Educational Leadership, Training, Strategy, New Business Development, Operating Room, Sales Operations, Medical Devices, Surgeons, Direct Sales, Cold Calling, Sales Management
Education
Cornell University 2002 — 2006
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Jonathan Ladniak's Morton Capital Management Experience 2002 - 2005
Job Strategic Risk Solutions at Deloitte
Industry Management Consulting
Experience
Deloitte September 2005 - Present
Morton Capital Management 2002 - 2005
American Express 2000 - 2002
Skills
Due Diligence, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Business Transformation, Business Strategy, Internal Controls, Strategic Planning, Innovation, Business Process Design, Change Management, Organizational Design, Business Analysis, Financial Modeling, Leadership Development..., Organizational..., Scenario Planning, Teaching, Workshop Facilitation, Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
Masters in Business Administration, Finance
University of Kansas 1994 — 1999
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Deloitte September 2005 - Present
Morton Capital Management 2002 - 2005
American Express 2000 - 2002
Skills
Due Diligence, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Business Transformation, Business Strategy, Internal Controls, Strategic Planning, Innovation, Business Process Design, Change Management, Organizational Design, Business Analysis, Financial Modeling, Leadership Development..., Organizational..., Scenario Planning, Teaching, Workshop Facilitation, Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
Masters in Business Administration, Finance
University of Kansas 1994 — 1999
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Eric Jay Selter Eric Jay Selter's Morton Capital Management Experience 1998 - Present
Job Chief Operating Officer at Morton Capital Management
Industry Financial Services
Experience
Morton Capital Management 1998 - Present
National Staff Network January 1982 - May 1998
Education
Loyola Law School, Los Angeles 1979 — 1982
JD, Law
University of Southern California 1975 — 1979
BS, Journalism
Morton Capital Management 1998 - Present
National Staff Network January 1982 - May 1998
Education
Loyola Law School, Los Angeles 1979 — 1982
JD, Law
University of Southern California 1975 — 1979
BS, Journalism
Chelsea Watson, CFP®'s Morton Capital Management Experience January 2014 - Present
Job Associate Advisor
Industry Investment Management
Experience
Morton Capital Management January 2014 - Present
Morton Capital Management April 2010 - December 2013
GMI (Global Market Insite, Inc.) 2007 - May 2011
GMI February 2007 - November 2008
Skills
Market Research, Sales, Competitive Analysis, Market Analysis, Business Development, Account Management, Strategy, Analytics, CRM, Pricing, Leadership, Business Process..., Personal Financial..., Sales Operations
Education
University of California, Los Angeles 2010 — 2011
Certificate, Personal Financial Planning
University of Southern California 2003 — 2006
BS, Business Administration
Morton Capital Management January 2014 - Present
Morton Capital Management April 2010 - December 2013
GMI (Global Market Insite, Inc.) 2007 - May 2011
GMI February 2007 - November 2008
Skills
Market Research, Sales, Competitive Analysis, Market Analysis, Business Development, Account Management, Strategy, Analytics, CRM, Pricing, Leadership, Business Process..., Personal Financial..., Sales Operations
Education
University of California, Los Angeles 2010 — 2011
Certificate, Personal Financial Planning
University of Southern California 2003 — 2006
BS, Business Administration
Larry Wapnitsky Larry Wapnitsky's Morton Capital Management Experience July 2003 - May 2008
Job IT Infrastructure Analyst at MNG Direct
Industry Information Technology and Services
Experience
MNG Direct August 2015 - Present
TMNA Services, LLC September 2012 - August 2015
qual-IT systems September 2009 - December 2014
District 38 Toastmasters July 2014 - October 2014
Toastmasters District 38 December 2013 - June 2014
District 38 Toastmasters July 2013 - December 2013
District 38 Toastmasters January 2013 - June 2013
Wallace Roberts & Todd, LLC August 2008 - September 2012
Michael Williams Consulting August 2008 - August 2008
Morton Capital Management July 2003 - May 2008
Skills
Microsoft Exchange, Blackberry Enterprise..., Consulting, C#, VMware Server, Debian, NSI, Arch Linux, Active Directory, Windows Server, SharePoint, Disaster Recovery, VMware, Virtualization, Project Management, Laserfiche, Architecture, Data Center, Microsoft SQL Server, Mac OS X, Member of Toastmasters, OS X, Program Management, Integration, Windows 7, Operating Systems, Management, DNS, Firewalls, Citrix, Troubleshooting, Enterprise Software, Networking, Information Technology, Linux, Hardware, Servers
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
University at Buffalo 1993 — 1998
BA, Computer Science
John H. Glenn H.S. 1989 — 1993
MNG Direct August 2015 - Present
TMNA Services, LLC September 2012 - August 2015
qual-IT systems September 2009 - December 2014
District 38 Toastmasters July 2014 - October 2014
Toastmasters District 38 December 2013 - June 2014
District 38 Toastmasters July 2013 - December 2013
District 38 Toastmasters January 2013 - June 2013
Wallace Roberts & Todd, LLC August 2008 - September 2012
Michael Williams Consulting August 2008 - August 2008
Morton Capital Management July 2003 - May 2008
Skills
Microsoft Exchange, Blackberry Enterprise..., Consulting, C#, VMware Server, Debian, NSI, Arch Linux, Active Directory, Windows Server, SharePoint, Disaster Recovery, VMware, Virtualization, Project Management, Laserfiche, Architecture, Data Center, Microsoft SQL Server, Mac OS X, Member of Toastmasters, OS X, Program Management, Integration, Windows 7, Operating Systems, Management, DNS, Firewalls, Citrix, Troubleshooting, Enterprise Software, Networking, Information Technology, Linux, Hardware, Servers
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
University at Buffalo 1993 — 1998
BA, Computer Science
John H. Glenn H.S. 1989 — 1993
Michael J. Landau Michael J. Landau's Morton Capital Management Experience 1986 - 1991
Job at Landau, Swartz & McCarty LLP
Industry Accounting
Experience
Landau, Swartz & McCarty LLP January 2010 - Present
Adams, Swartz & Landau LLP June 1996 - January 2010
Michael J. Landau, CPA, An Accountancy Corporation January 1992 - June 1996
Geosoils, Inc 1991 - 1991
Morton Capital Management 1986 - 1991
Arthur Young 1979 - 1986
Skills
Tax planning, Business Planning, Financial Planning, Financial Planners, Strategic Financial..., Tax, Acquisition Integration, Accounting, Cash Flow, Small Business, Accounting System, Statutory Accounting, Due Diligence, Estate Planning, Tax Preparation, Corporate Finance, Estate Tax Planning, CPA, Income Tax, Corporate Tax, Finance, Partnership Taxation, Forensic Accounting, S Corporations, Business Valuation
Education
University of Southern California - Marshall School of Business 1980 — 1983
MBT, TAXATION AND ACCOUNTING
University of Southern California - Marshall School of Business 1977 — 1979
BS, BUSINESS ADMINISTRATION-ACCOUNTING
California State University-Northridge 1975 — 1977
Landau, Swartz & McCarty LLP January 2010 - Present
Adams, Swartz & Landau LLP June 1996 - January 2010
Michael J. Landau, CPA, An Accountancy Corporation January 1992 - June 1996
Geosoils, Inc 1991 - 1991
Morton Capital Management 1986 - 1991
Arthur Young 1979 - 1986
Skills
Tax planning, Business Planning, Financial Planning, Financial Planners, Strategic Financial..., Tax, Acquisition Integration, Accounting, Cash Flow, Small Business, Accounting System, Statutory Accounting, Due Diligence, Estate Planning, Tax Preparation, Corporate Finance, Estate Tax Planning, CPA, Income Tax, Corporate Tax, Finance, Partnership Taxation, Forensic Accounting, S Corporations, Business Valuation
Education
University of Southern California - Marshall School of Business 1980 — 1983
MBT, TAXATION AND ACCOUNTING
University of Southern California - Marshall School of Business 1977 — 1979
BS, BUSINESS ADMINISTRATION-ACCOUNTING
California State University-Northridge 1975 — 1977
Paul R. Sanford Paul R. Sanford's Morton Capital Management Experience 2001 - 2005
Job Chief Investment Officer at TriLinc Global
Industry Investment Management
Experience
TriLinc Global July 2011 - Present
Tow Financial Advisors September 2007 - July 2011
Deutsche Bank 2007 - 2007
HSBC Private Bank 2005 - 2007
Morton Capital Management 2001 - 2005
American Express Financial Advisors 2000 - 2001
Bank of America 1996 - 2000
United States Marine Corps 1994 - 1997
Skills
Investments, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Financial Planning, Financial Analysis, Financial Modeling, Due Diligence, Investment Strategies, Hedge Funds, Equities, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Financial Markets, Securities, Economics, Emerging Markets, Finance, Financial Advisory, Wealth Management..., Private Equity, Investment Management, Venture Capital, Strategic Financial...
Education
California State University-Long Beach 1999 — 2004
B.A., Business Economics
TriLinc Global July 2011 - Present
Tow Financial Advisors September 2007 - July 2011
Deutsche Bank 2007 - 2007
HSBC Private Bank 2005 - 2007
Morton Capital Management 2001 - 2005
American Express Financial Advisors 2000 - 2001
Bank of America 1996 - 2000
United States Marine Corps 1994 - 1997
Skills
Investments, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Financial Planning, Financial Analysis, Financial Modeling, Due Diligence, Investment Strategies, Hedge Funds, Equities, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Financial Markets, Securities, Economics, Emerging Markets, Finance, Financial Advisory, Wealth Management..., Private Equity, Investment Management, Venture Capital, Strategic Financial...
Education
California State University-Long Beach 1999 — 2004
B.A., Business Economics
Geoff Gasway Geoff Gasway's Morton Capital Management Experience June 2002 - December 2003
Job Corporate Counsel
Industry Financial Services
Experience
Valley Law Group May 2007 - September 2010
First Capital, A Mortgage Company April 2004 - April 2007
Morton Capital Management June 2002 - December 2003
Skills
Corporate Law, Loans, Mortgage Lending, Budgets, Mortgage Banking, Sales Management, Investments, Loan Origination, Strategic Planning, Management Consulting, Real Estate
Education
Loyola Law School, Loyola Marymount University
Loyola Marymount University, College of Business Administration
UC Berkeley
BA
Valley Law Group May 2007 - September 2010
First Capital, A Mortgage Company April 2004 - April 2007
Morton Capital Management June 2002 - December 2003
Skills
Corporate Law, Loans, Mortgage Lending, Budgets, Mortgage Banking, Sales Management, Investments, Loan Origination, Strategic Planning, Management Consulting, Real Estate
Education
Loyola Law School, Loyola Marymount University
Loyola Marymount University, College of Business Administration
UC Berkeley
BA
Meghan Pinchuk's Morton Capital Management Experience April 2006 - Present
Job CoPresident at Morton Capital Management
Industry Financial Services
Experience
Morton Capital Management April 2006 - Present
Education
University of California, Los Angeles
Morton Capital Management April 2006 - Present
Education
University of California, Los Angeles
Linda Ellis's Morton Capital Management Experience 1994 - 1995
Job Accounting Manager
Industry Financial Services
Experience
Ally Financial Inc. May 2015 - Present
Toyota September 2008 - April 2015
Toyota Financial Services June 2006 - September 2008
Toyota Financial Services 2004 - 2006
Toyota Financial Services 2001 - 2004
General Motors Acceptance Corp 2000 - 2001
General Motors Acceptance Corp (GMAC) 1995 - 2000
Morton Capital Management 1994 - 1995
Discount Mortgage Services 1993 - 1994
Skills
Vehicles, Operations Management, Continuous Improvement, Team Building, Pricing, Automotive, Finance, Process Improvement, Financial Analysis, Credit, Customer Service, Management, Negotiation, Sales, Forecasting
Education
California State University-Northridge
Bachelor of Science (BS), Business Administration and option in Real Estate/Finance
Ally Financial Inc. May 2015 - Present
Toyota September 2008 - April 2015
Toyota Financial Services June 2006 - September 2008
Toyota Financial Services 2004 - 2006
Toyota Financial Services 2001 - 2004
General Motors Acceptance Corp 2000 - 2001
General Motors Acceptance Corp (GMAC) 1995 - 2000
Morton Capital Management 1994 - 1995
Discount Mortgage Services 1993 - 1994
Skills
Vehicles, Operations Management, Continuous Improvement, Team Building, Pricing, Automotive, Finance, Process Improvement, Financial Analysis, Credit, Customer Service, Management, Negotiation, Sales, Forecasting
Education
California State University-Northridge
Bachelor of Science (BS), Business Administration and option in Real Estate/Finance
Tina Vagnoni's Morton Capital Management Experience September 1985 - September 1995
Job Managing Director at BDO Consulting
Industry Financial Services
Experience
BDO USA, LLP July 2012 - Present
PennyMac March 2010 - March 2012
ARM Solutions July 2009 - February 2010
Countrywide Financial Corporation July 1998 - December 2009
Great Western Financial Corporation September 1995 - July 1998
Morton Capital Management September 1985 - September 1995
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
University of California, Los Angeles
BA, Economics
BDO USA, LLP July 2012 - Present
PennyMac March 2010 - March 2012
ARM Solutions July 2009 - February 2010
Countrywide Financial Corporation July 1998 - December 2009
Great Western Financial Corporation September 1995 - July 1998
Morton Capital Management September 1985 - September 1995
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
University of California, Los Angeles
BA, Economics
Jeffrey Sarti's Morton Capital Management Experience October 2013 - Present
Job CoPresident at Morton Capital Management
Industry Financial Services
Experience
Morton Capital Management October 2013 - Present
Morton Capital Management September 2011 - October 2013
Crosscourt Capital Management, LLC September 2007 - August 2011
Morton Capital Management July 2004 - August 2007
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA
Stanford University 1992 — 1996
BS, Biology
Morton Capital Management October 2013 - Present
Morton Capital Management September 2011 - October 2013
Crosscourt Capital Management, LLC September 2007 - August 2011
Morton Capital Management July 2004 - August 2007
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA
Stanford University 1992 — 1996
BS, Biology
Anthony Jukes's Morton Capital Management Experience 1991 - 1995
Job Film Finance
Industry Wireless
Experience
self October 2014 - Present
Winnetou Productions May 2014 - Present
Black Dot Wireless 2006 - May 2012
Wireless Capital Partners 2002 - 2006
Ryder, Stilwell Investment Advisors 2001 - 2002
Dennis McCoy and Sons Construction 1996 - 2001
Morton Capital management 1991 - 1995
Skills
Business Development, Telecommunications, Management, Contract Negotiation, Vendor Management, Sales, Finance, Account Management, Leadership, Strategic Partnerships, Project Management, New Business Development, Negotiation, Wireless, Budgets, Real Estate, Salesforce.com, Strategy, Program Management, Strategic Planning
Education
California State University-Northridge
BA, Political Science
self October 2014 - Present
Winnetou Productions May 2014 - Present
Black Dot Wireless 2006 - May 2012
Wireless Capital Partners 2002 - 2006
Ryder, Stilwell Investment Advisors 2001 - 2002
Dennis McCoy and Sons Construction 1996 - 2001
Morton Capital management 1991 - 1995
Skills
Business Development, Telecommunications, Management, Contract Negotiation, Vendor Management, Sales, Finance, Account Management, Leadership, Strategic Partnerships, Project Management, New Business Development, Negotiation, Wireless, Budgets, Real Estate, Salesforce.com, Strategy, Program Management, Strategic Planning
Education
California State University-Northridge
BA, Political Science
Brittany Yudkowsky's Morton Capital Management Experience February 2015 - Present
Job Client Service Associate at Morton Capital Management
Industry Financial Services
Experience
Morton Capital Management February 2015 - Present
Skills
Publishing
Education
University of California, Los Angeles 2002 — 2006
B.A., English
Agoura High School 1998 — 2002
Morton Capital Management February 2015 - Present
Skills
Publishing
Education
University of California, Los Angeles 2002 — 2006
B.A., English
Agoura High School 1998 — 2002
Ted Siegel's Morton Capital Management Experience June 2014 - September 2014
Job Familyoffice style Investor at Ballgame Securities
Industry Financial Services
Experience
Ballgame Securities September 2014 - Present
Morton Capital Management June 2014 - September 2014
Independent September 2013 - June 2014
UCLA Anderson School of Management August 2011 - June 2013
Citi June 2012 - August 2012
America's Growth Capital April 2011 - August 2011
Trillium Trading, LLC 2002 - 2011
Skills
Capital Markets, Financial Modeling, Retirement, Valuation, Investments, Statistical Modeling, Portfolio Management, Strategic Financial..., Mergers & Acquisitions, Asset Management, Bloomberg, Equity Research, Financial Analysis, Financial Planning
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance, General
Dartmouth College 1998 — 2002
BA, Economic Geography
Ballgame Securities September 2014 - Present
Morton Capital Management June 2014 - September 2014
Independent September 2013 - June 2014
UCLA Anderson School of Management August 2011 - June 2013
Citi June 2012 - August 2012
America's Growth Capital April 2011 - August 2011
Trillium Trading, LLC 2002 - 2011
Skills
Capital Markets, Financial Modeling, Retirement, Valuation, Investments, Statistical Modeling, Portfolio Management, Strategic Financial..., Mergers & Acquisitions, Asset Management, Bloomberg, Equity Research, Financial Analysis, Financial Planning
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance, General
Dartmouth College 1998 — 2002
BA, Economic Geography
JASON PETCHENICK's Morton Capital Management Experience August 2004 - May 2006
Job Institutional Equity Trader at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. April 2006 - Present
Morton Capital Management August 2004 - May 2006
Skills
Series 4, Series 7, Series 24, Series 55, Equity Trading, Options, Bloomberg Software, Algorithms, Electronic Trading, ETFs, Securities, FINRA, Hedge Funds, Investments
Education
UC Santa Barbara 1998 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
Moorpark College 1996 — 1998
Transfer, Economics
B. Riley & Co. April 2006 - Present
Morton Capital Management August 2004 - May 2006
Skills
Series 4, Series 7, Series 24, Series 55, Equity Trading, Options, Bloomberg Software, Algorithms, Electronic Trading, ETFs, Securities, FINRA, Hedge Funds, Investments
Education
UC Santa Barbara 1998 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
Moorpark College 1996 — 1998
Transfer, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY