Chief Executive, Morton Wealth
Sarti serves as the chief executive of Morton Wealth, a registered investment advisor with assets under management exceeding $3 billion. The Calabasas-based firm employs more than 50 staff members and manages more than 1,000 client relationships. He authors a quarterly newsletter series titled “The Healthy Skeptic,” which explores his perspectives on why challenging the status quo is crucial when navigating the financial markets. Prior to his current position, he held several roles at Morton, including chief investment officer, vice president, co-president and co-CEO. He also served as a principal at Crosscourt Capital Management. Sarti earned his bachelor’s degree from Stanford University and his master’s from UCLA.