CoverProfile

Morten Roness

Vice President & Wealth Adviser

SteelPeak Wealth

United States, California, Calabasas

About Me

Morten has an extensive background in the Securities and Insurance industries. His specialties include money management, insurance, financial and estate planning. He focuses on comprehensive wealth management where he serves the needs of his clients by creating, growing, protecting and preserving wealth in the way that is most advantageous in relation to taxes. Morten received his Bachelor degree in Business Administration from the University of Lund, Sweden in 1978 and his MBA from American Graduate School of International Management, Phoenix, AZ, in 1984. He has worked for some of the largest firms on Wall Street including Merrill Lynch, Wachovia Securities, Allstate and MassMutual Financi
View more

Profile Information

Vice President & Wealth Adviser

SteelPeak Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Calabasas

California

United States

May 15, 2024

More profiles to browse

MK
Matthew Keller
Vice President & Wealth Advisor
Profile Photo
Brendan Finneran
Portfolio Manager
Profile Photo
Vladislav Donets
Senior Associate, Alternative Investments
Profile Photo
Steven Dymant
Director of Alternative Investments

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management