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November 25, 2015 4:18 AM 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.

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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. He is also a shareholder in the financial technology firm, Newfound Research. He began his career at Smith Barney in Boston and served on The Advisory Council to The Private Client Group at Legg Mason, as well as Wachovia’s Chairman’s Council. Mr. Morton ...

Corporate Headquarters

60 Walnut Street
Wellesley, Massachusetts 02481

United States

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

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Bowdoin College

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