August 30, 2016 8:44 PM ET

Professional Services

Company Overview of Morton Financial

Executive Profile

David J. Morton

AgeTotal Calculated CompensationThis person is connected to 1 Board Members in 1 different organizations across 2 different industries.

See Board Relationships


Mr. David J. Morton, also known as Jay, is the Founder of Morton Financial and Morton Wealth Advisors. Mr. Morton is an Owner of Edgartown Advisors, LLC, the Emerald Fund of Funds LLC, as well as the Vineyard Group. As an entrepreneur, he founded, invested in, and consults to a number of start-up companies. Mr. Morton has been a Member of the Advisory Board at Merriman Holdings, Inc. since March 2014. He serves as a Member of the Board of the Rodman Ride for Kids and ...

Corporate Headquarters

60 Walnut Street
Wellesley, Massachusetts 02481

United States

Phone: 781-263-1600
Fax: 781-431-1883

Board Members Memberships

There is no Board Members Memberships data available.


Bowdoin College

Other Affiliations

Annual Compensation

There is no Annual Compensation data available.

Stocks Options

There is no Stock Options data available.

Total Compensation

There is no Total Compensation data available.

The information and data displayed in this profile are created and managed by Capital IQ, a Standard & Poor's company. does not create or control the content. For inquiries, please contact Capital IQ directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup


There is no Competitor Compensation data available.

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Morton Financial, please visit . Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at