Jeff Sarti serves as Morton Wealth’s Chief Executive Officer. Morton Wealth is a registered investment advisor with assets under management of over $2 billion, 50+ employees and 1,000+ client relationships. Jeff’s role is to lead the company’s mission of empowering better investors. This mission focuses on helping Morton’s clients achieve their financial goals and get the most life out of their wealth but also on Morton’s employees to help them achieve their personal goals and get the most life out of their career. In his role as CEO, Jeff leads the strategic initiatives of the organization which includes an emphasis on the company culture, corporate finance planning, human