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Jeffrey Sarti
Directeur Général chez
Morton Capital Management LLC
Profil
Mr. Jeffrey Sarti, CFA MBA, is a Chief Executive Officer & Manager at M83 Investment Group LLC and a Chief Executive Officer & Partner at Morton Capital Management LLC.
Mr. Sarti was previously employed as a Chief Investment Officer by Morton Capital Management LLC, a Portfolio Manager by McKee Investment Management Co., Inc., and a Portfolio Manager by Joel R.
Mogy Investment Counsel, Inc.
He 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.
He is a CFA® charterholder.
Postes actifs de Jeffrey Sarti
| Sociétés | Poste | Début |
|---|---|---|
Morton Capital Management LLC
 Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager. | Directeur Général | 01/01/2017 |
Anciens postes connus de Jeffrey Sarti
| Sociétés | Poste | Fin |
|---|---|---|
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager. | Corporate Officer/Principal | 02/01/2007 |
Joel R. Mogy Investment Counsel, Inc.
 Joel R. Mogy Investment Counsel, Inc. Investment ManagersFinance JMIC’s investment philosophy is based on a long-term oriented investment perspective that is client-focused. Their portfolios are individually tailored to address each client’s specific investment goals, risk profile, circumstances and temperament, balanced with the realities of the marketplace. Portfolio turnover is relatively low, and the strategies employed are cost-effective and tax-efficient. The firm invests primarily in publicly traded stocks and bonds. | Corporate Officer/Principal | 31/12/2001 |
McKee Investment Management Co., Inc.
 McKee Investment Management Co., Inc. Investment ManagersFinance MIM is conservative in their approach to portfolio management, employing a consistent, thorough, and disciplined methodology. Their goal is to maximize the real return of a portfolio within the unique risk parameters and objectives of each account. The firm analyzes the investment environment, paying careful attention to interest rates, inflationary expectations and economic growth. This analysis, combined with proprietary models, helps determine the appropriate maturity target and asset allocation for each account. In addition, relative valuation analysis is utilized at both the asset class and security level. High quality investments such as U.S. government and agency bonds, investment grade corporate and municipal bonds and top-quality MBSs comprise each account. Their equity investments are bond substitutes, employing high-yielding, bond-like securities, usually electric utility stocks for clients with longer time horizon. | Corporate Officer/Principal | - |
Formation de Jeffrey Sarti
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
McKee Investment Management Co., Inc.
McKee Investment Management Co., Inc. Investment ManagersFinance MIM is conservative in their approach to portfolio management, employing a consistent, thorough, and disciplined methodology. Their goal is to maximize the real return of a portfolio within the unique risk parameters and objectives of each account. The firm analyzes the investment environment, paying careful attention to interest rates, inflationary expectations and economic growth. This analysis, combined with proprietary models, helps determine the appropriate maturity target and asset allocation for each account. In addition, relative valuation analysis is utilized at both the asset class and security level. High quality investments such as U.S. government and agency bonds, investment grade corporate and municipal bonds and top-quality MBSs comprise each account. Their equity investments are bond substitutes, employing high-yielding, bond-like securities, usually electric utility stocks for clients with longer time horizon. | Finance |
Joel R. Mogy Investment Counsel, Inc.
Joel R. Mogy Investment Counsel, Inc. Investment ManagersFinance JMIC’s investment philosophy is based on a long-term oriented investment perspective that is client-focused. Their portfolios are individually tailored to address each client’s specific investment goals, risk profile, circumstances and temperament, balanced with the realities of the marketplace. Portfolio turnover is relatively low, and the strategies employed are cost-effective and tax-efficient. The firm invests primarily in publicly traded stocks and bonds. | Finance |
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UCLA Anderson School of Management
 UCLA Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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