Jeff Sarti

CEO, Morton Wealth

Bio Info

Jeff Sarti, Morton Wealth’s Chief Executive Officer, leads the company’s mission of helping investors to achieve their financial goals. With assets under management of over $2 billion, 50+ employees and 1,000+ client relationships, this is no small feat. However, after working in several industries, Jeff found his home at Morton. He is inspired and energized by the challenge of improving the industry shortcomings, empowering his clients and teammates, and by the awesome responsibility he has been given to help others get the most out of their wealth so they can truly enjoy their lives.  


Jeff is the author of a quarterly newsletter series titled "Perspective with Jeff Sarti" that shares his take on why challenging the status quo is crucial when navigating the financial markets. He is also involved with the Forbes Finance Council, a community of respected leaders who are selected based on their thought leadership and depth and diversity of experience in the financial services industry.


Jeff understands the sense of distrust in the stock market that people often feel because they believe that stock moves are out of their control and subject to the whims and behavior of market psychology. This is why he places such a high value on unbiased investment advice and on meaningful diversification beyond traditional stocks and bonds.


If your audience is looking for solid investment advice, especially if they want to learn more about real assets with tangible values that are designed to be more stable and resilient to market fluctuations, then you need to book Jeff now.


Previous Interviews

Financial Commute

Why Valuations Matter When Investing in Stocks

RIA+

From Good to Great: Lessons in RIA Leadership with Morton's Jeff Sarti & Stacey McKinnon

Financial Commute

Why Warren Buffett Embraced Taxes By Selling Apple

Financial Commute

Embracing Uncertainty: Insights from the Investor Symposium

Financial Commute

The Banking Crisis Continues: What to Expect

Financial Commute

End of Year Market Reflections

Financial Commute

Becoming Familiar with Alternatives

SharkPreneur

Growing to $2 Billion AUM

Topic Suggestions

Democratizing Investments: Unlocking Access for Everyone

How Alternative Investment Can Offer You True Diversification and Reduce Risk

Challenging the Status Quo by Adopting a Long-Term, Resilient Investor Mindset 

How Distrust of Policy Makers Forces Us to Forge Our Own Investment Path and Play Our Own Game

Investing in a Way That helps You Get The Most Life Out of Your Wealth

How to Focus on Life Today While Also Planning for the Future

The Value of Unbiased Investment Advice

Speculation vs. Investing: Knowing the Difference

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