Mr. Seetoo is a Partner and Vice President with Morton Capital Management - a Registered Investment Advisor managing about $1.6 bn in assets under management as of June 30, 2016. As a Certified Financial Planner and Chartered Financial Analyst, Mr. Seetoo has 17 years of experience in developing investment strategies for affluent business owners and high net worth families. 

Questions Answered: 

1. Why is it important for business owners to do financial planning prior to selling their business?

2. Your firm has a niche in identifying alternative investment strategies - why is that?

3. How can business owners (or any investor) generate sufficient income in Zero interest rate environment after they

sell their businesses?

Contact Info: 

Website: www.mortoncapital.com

Email: [email protected]