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Joseph Alan Seetoo
Portfolio Manager-Equities at Morton Capital Management LLC
Profile
Mr. Joseph A.
Seetoo, CFA, is a Wealth Advisor & Partner at Morton Capital Management LLC.
He has over 24 years of experience.
Mr. Seetoo was previously employed as a Director of Investment Research by Georgina Asset Management LLC and a Principal by Sanford C.
Bernstein & Co., Inc.
He received his undergraduate degree from Randolph-Macon College.
Joseph Alan Seetoo active positions
Companies | Position | Start |
---|---|---|
Morton Capital Management LLC
![]() Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Portfolio Manager-Equities | 31/07/2007 |
Former positions of Joseph Alan Seetoo
Companies | Position | End |
---|---|---|
Georgina Asset Management LLC
![]() Georgina Asset Management LLC Investment ManagersFinance Georgina Asset Management LLC operates as an independent investment research and asset management consulting firm. The firm provides investment advice and supervisory services to institutions and high net worth families, partnerships, trusts, foundations and public and private companies. Its services include education, investment planning, investment policy development, money manager due diligence, evaluation and selection, investment plan management and manager monitoring and performance measurement reporting. The company was founded by Robert H. Lipp in 2000 and is headquartered in Santa Monica, CA. | Corporate Officer/Principal | 30/07/2007 |
Sanford C. Bernstein & Co., Inc.
![]() Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Sanford C. Bernstein Asset Management is an investment advisor located in New York City. The firm is a subsidiary of AllianceBernstein LP and their ultimate parent is AXA SA (NYSE: AXA). They manage portfolios for individuals, trusts, pensions, endowments and foundations. | Corporate Officer/Principal | - |
Training of Joseph Alan Seetoo
Randolph-Macon College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Morton Capital Management LLC
![]() Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Finance |
Georgina Asset Management LLC
![]() Georgina Asset Management LLC Investment ManagersFinance Georgina Asset Management LLC operates as an independent investment research and asset management consulting firm. The firm provides investment advice and supervisory services to institutions and high net worth families, partnerships, trusts, foundations and public and private companies. Its services include education, investment planning, investment policy development, money manager due diligence, evaluation and selection, investment plan management and manager monitoring and performance measurement reporting. The company was founded by Robert H. Lipp in 2000 and is headquartered in Santa Monica, CA. | Finance |
Sanford C. Bernstein & Co., Inc.
![]() Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Sanford C. Bernstein Asset Management is an investment advisor located in New York City. The firm is a subsidiary of AllianceBernstein LP and their ultimate parent is AXA SA (NYSE: AXA). They manage portfolios for individuals, trusts, pensions, endowments and foundations. | Finance |
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