Kevin Gregory Rex
Portefeuillebeheerder-Aandelen bij Morton Capital Management LLC
Profiel
Mr. Kevin G.
Rex is a Wealth Advisor & Partner at Morton Capital Management LLC.
He has over 9 years of experience.
He received his undergraduate degree from Cornell University.
Actieve functies van Kevin Gregory Rex
| Bedrijven | Functie | Begin |
|---|---|---|
Morton Capital Management LLC
 Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Portefeuillebeheerder-Aandelen | 01-01-2015 |
Opleiding van Kevin Gregory Rex
| Cornell University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
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Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Finance |
