About The Firm
|27200 Agoura Rd., Suite 200,
Calabasas, CA 91301
Every client has a unique and complex financial picture, so it follows that a cookie-cutter investment portfolio will not meet every client’s needs. At Morton Capital, the team focuses on getting to know each client and helping them set realistic and achievable goals. Once the team understands the clients whole picture, they are better able to build customized portfolios tailored to their long-term goals and risk tolerance.
Just like no two clients are the same, every market cycle is unique and presents its own set of challenges and opportunities. Morton Capital's investment management process prioritizes flexibility and incorporates innovative risk management solutions that adapt to changing market environments over time.
About Chris Galeski
|Chris Galeski joined Morton Capital in 2018, and has over a decade of experience in the financial services industry, specializing in financial planning and executive compensation with high-net-worth individuals. Prior to joining Morton Capital, he worked at Fidelity Investments as an investment consultant, financial consultant and, most recently, as Vice President, Executive Planning Consultant, with a focus on financial planning, benefits optimization and executive compensation for executives in the entertainment and aerospace industry. Chris started his career in financial services with the RJC Group at Morgan Stanley in 2009. Prior to working in the financial services industry, Chris was a professional golfer on various mini-tours around the country from 2003-2009. Chris earned his Bachelor of Arts degree in economics from San Diego State University, where he was also on the Division I men’s golf team. He holds a Series 66 license and is currently in the process of earning his CERTIFIED FINANCIAL PLANNER™ certification.|