October 27, 2020

485: Growing to $2 Billion AUM with Jeff Sarti

27 minutes

Growing to $2 Billion AUM

Jeff Sarti, Morton Capital

– The Sharkpreneur podcast with Seth Greene Episode 485 Jeff Sarti

Jeff Sarti served as Morton Capital’s Chief Investment Officer from 2004 through 2007. In 2008, Jeff left Morton Capital to become co-managing partner of Crosscourt Capital Management, a hedge fund firm specializing in volatility and options trading strategies. Upon the close of Crosscourt Capital in 2011, Jeff rejoined Morton Capital. He is currently CEO and a member of the Board of Managers as well as the Investment Committee at Morton Capital. Before joining Morton Capital, in 2002, Jeff worked at McKee Investment Management, where he served as a portfolio manager and credit analyst overseeing $750 million in assets. From 1999 through 2001, he was employed as a portfolio manager at Joel R. Mogy Investment Counsel, overseeing $1 billion in assets. Jeff earned his Bachelor of Science degree in biology from Stanford University and his MBA in finance from the Anderson School of Business at the University of California, Los Angeles. Jeff is a CFA® chartholder.

Listen to this informative Sharkpreneur episode with Jeff Sarti about growing to $2 billion in assets under management.

Here are some of the beneficial topics covered on this week’s show:

● Why people should view their wealth as more than just a number.

● How building a portfolio for the correct economic season is vital.

● Why real estate investments allow people to be more conservative if necessary.

● How they include real estate as assets under management at Morton Capital.

● Why diversifying portfolios is important for people who are investing.

Connect with Jeff:

Guest Contact Info

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@mortoncapital

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