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Give clients access to more opportunities
Generate income to help drive better outcomes
Build portfolios to be resilient
Our team has over two decades of experience sourcing alternative opportunities that we believe produce more resilient portfolios.
Chief Executive Officer, Partner
Jeff Sarti
Jeff Sarti
Chief Executive Officer, Partner
(818) 591-6217
Education and Credentials
B.S. in Biology, Stanford University
MBA, Anderson School of Management, UCLA
CFA®, MBA
1. What does wealth mean to you?
For me, a “wealthy life” comes down to spending time with the ones I love and appreciating the little moments. I love nothing more than spending time with my wife and three kids, whether it’s a beach vacation, making dinner together, or just watching a movie with them on a Saturday night. It also means being intellectually engaged and being afforded opportunities to learn something new on a regular basis.
2. What inspires you about the work you do?
I feel so lucky to be at a place in my career where the work that I do is engaging on so many levels. First of all, the responsibility we have to protect our clients’ nest eggs while helping them accomplish their lifelong goals is humbling and inspires me to always push myself toward the “pursuit of being better.” Secondly, our industry affords endless opportunities to learn something new, as investments and financial planning opportunities are always changing. Finally, I love the camaraderie and collaboration with my teammates. The energy in our hallways is fun and invigorating!
3. What’s a fun fact that most people may not know about you?
I actually have two fun facts: My wife and I foster kittens—the max number we had at one time was over 20! And I can say the alphabet backwards more easily than forwards.
Chief Investment Officer, Partner
Meghan Pinchuk
Meghan Pinchuk
Chief Investment Officer, Partner
(818) 591 6211
Education and Credentials
B.A. in English, Summa cum laude, UCLA
CFA®, CFP®
1. What does wealth mean to you?
Wealth for me is measured in enjoyment. I am happiest when I’m spending time with my family and friends, whether that’s tickle-tackling my two little kids, fencing epee with my husband, or laughing over good food (preferably sushi) and wine with friends. I also enjoy quiet time to read a book (probably a Jane Austen novel) or learn about something new.
2. What inspires you about the work you do?
I love that we have created an environment that encourages constant learning and engagement. We approach everything, whether that’s investments, financial planning, or team dynamics, with an open mind and a drive to be better. This allows us to truly serve our clients’ best interest, even if doing so veers from more traditional paths taken by others in our industry. Our approach not only satisfies my own personal curiosity, but has also attracted a group of individuals with similar energy and passion with whom I am excited and grateful to work.
3. What’s a fun fact that most people may not know about you?
I met my husband on the fencing team when I was a freshman at UCLA. Over the years, I was his assistant coach and we now have our own fencing club: Ace Fencing Academy in Agoura Hills.
Vice President of Research
Nadya Mets
Nadya Mets
Vice President of Research
(818) 206-2913
Education and Credentials
B.S. in economics, Belarus State Economic University
M.B.A., Belarus State Economic University
CFA®, CAIA®, Series 7 and 63
1. What does wealth mean to you?
Wealth is an abundance of balance. It is the ability to live your life on your terms. Everything from being around the people we want to be around, supporting the causes we believe in, doing the type of work that is stimulating and rewarding, being able to share our love and moments of joy with those dear to us—this all creates an experience that is multi-faceted and ever-evolving.
2. What inspires you about the work you do?
The markets are like an ocean—they are in a constant state of flux and change, often even in a disarray and stirring up lots of turbidity. A good surfer (which I am not . . . yet—it’s a process, okay!) always finds a way to adopt their strategy to make the most out of the conditions given and catch the longest ride possible. I see the ingenuity and innovative ideas of the people around me every day, helping me recognize the opportunities with the most potential. I see how new technology can be applied to even better capture these ever-elusive perfect waves. This is exciting.
3. What’s a fun fact that most people may not know about you?
I have absolutely no idea how an internal combustion engine works.
Managing Director of Investments, Partner
Sasan Faiz
Sasan Faiz
Managing Director of Investments, Partner
(818) 591 6207
Education and Credentials
B.S. in engineering, University of Michigan
Master’s degree in engineering, University of Michigan Series 65
1. What does wealth mean to you?
More than anything else, wealth to me equates to peace of mind and security. It affords us the ability to do things in life that are important and meaningful, such as taking care of family and friends, but also making a difference in the lives of those less fortunate.
2. What inspires you about the work you do?
I have always been fascinated by the financial markets and the drivers behind them, even while working as an aerospace engineer at the beginning of my career. Working at Morton challenges me intellectually and, at the same time, provides me with tangible evidence that I can make a difference in our clients' lives.
3. What’s a fun fact that most people may not know about you?
Even though I do not have any kids myself, I have always been very close to my nephew and niece. As my sister says, I am the fun uncle!
Chief Compliance Officer, Partner
Menachem Striks
Menachem Striks
Chief Compliance Officer, Partner
(818) 591 6214
Education and Credentials
B.S. in Business Administration, Touro University International J.D., Southwestern Law School
1. What does wealth mean to you?
To me, wealth is the ability to do the things that give our lives meaning, such as spending time with family or involvement in our community. So many people get caught up on the “hedonic treadmill” in their pursuit of wealth and ultimately find that their goal isn’t achieved by seeing a certain balance reflected on their portfolio statement. Focusing on meaningful experiences can make us truly wealthy, regardless of our net worth.
2. What inspires you about the work you do?
As a risk management professional, I take pride in building a resilient firm that can support our clients and their future generations. By working “behind the scenes” to maintain a strong and compliant firm infrastructure, I’m able to ensure that our advisors can provide the highest possible level of service to our clients.
3. What’s a fun fact that most people may not know about you?
I’m the oldest of twelve siblings. Things weren’t quiet growing up with nine brothers and two sisters, but I could always count on having enough players for a full-court basketball game at any time!
Private Investments Operations Manager
Kaizer Gillispie
Kaizer Gillispie
Private Investments Operations Manager
(818) 206 2955
Education and Credentials
B.A. degrees in Spanish and Modern Language Business, University of Idaho
B.S. in marketing, University of Idaho
1. What does wealth mean to you?
Wealth to me is not only being financially stable but also being able to feel fulfilled in the life that I have built for myself and the life that I will be able to build for a future family. If you feel a sense of belonging and purpose in where you are at in your life, then that is true wealth to me.
2. What inspires you about the work you do?
Knowing that the work I am doing is going to help a greater cause that I can stand by and feel fulfilled by. Also having amazing, kind-hearted people around me who want to help with my success and me wanting to get to a point in my career where I can help them and Morton Wealth, succeed as well.
3. What’s a fun fact that most people may not know about you?
I am six feet and six inches tall and still afraid of heights.
Portfolio Allocation as of 3.31.25
