Joe Seeto

Morton Wealth


Mr. Seetoo is a Partner & Sr VP. with 23 years of experience in providing wealth management for affluent business owners and high net worth families. Prior to joining Morton Capital Management in August 2007, he served as the Director of Investment Research for Georgina Asset Management, LLC, an SEC Registered Investment Advisor located in Santa Monica, CA from September 2003 until July 2007 and as the Director of Operations from May 2000 until September 2003. Mr. Seetoo began his investment career with Sanford C. Bernstein & Co., Inc. in 1998. Mr. Seetoo is a Chartered Financial Analyst, a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, Mr. Seetoo is a Certified Exit Planning Advisor, Certified Financial Planner and a member Provisors. Mr. Seetoo is President of the Conejo Valley chapter of the Exit Planning Institute. Mr. Seetoo earned his Black Belt Degree in Krav Maga and was an instructor for nearly a decade. He successfully completed Sealfit Kokoro Camp 37 in June 2015. He has served a number of philanthropic organizations including Boys & Girls Clubs of Greater Conejo Valley, Water Buffalo Club, Project ECHO & the Dubinoff School for Child Development. He received his Bachelors degrees in Economics and International Relations from Randolph-Macon College in Ashland, Virginia. Mr. Seetoo is married, has 2 daughters and resides in Agoura Hills, CA.

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