Publication:

Valley 200 - 2021-07-19

Data:

JOSEPH SEETOO

FINANCE

Morton Capital Management Joseph Seetoo is a partner and senior vice president of Morton Capital Management in Calabasas, which provides wealth management services to business owners and high net worth families. Seetoo is a chartered financial analyst, a member of the CFA Institute and the Los Angeles Society of Financial Analysts. He is a certified financial planner and certified exit planning advisor. He is president of the Conejo Valley chapter of the Exit Planning Institute. He is involved in several nonprofits, and in 2018 he was given a service award from the Boys & Girls Clubs of Greater Conejo Valley for chairing a capital committee that raised $3 million. He received the Trail Blazer award at the Business Journal’s Trusted Advisors event in 2017. BEST ADVICE: It’s not the size of the dog in the fight. It’s the size of the fight in the dog. BUCKET LIST: Live in Switzerland and learn Italian.

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