RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Lon Morton shows how to sell to a bank and live happily ever after -- but don't try this at home

Morton Capital weathered five years of rough seas but ultimately the misfortunes of its original bank owners accrued to his benefit

Author Brooke Southall October 31, 2013 at 8:23 PM
Admin:
no description available
Lon Morton: They knew it wasn't a discussion we were interested in having.

Related Moves

Emigrant Bank 'doubles down' to send Mark Hurley packing and fire up Fiduciary Network, its RIA deal machine

The billionaire-owned New York bank eschewed the quick buck of a top-of-market sale to bet Karl Heckenberg can make Fiduciary Network function even better as its new CEO

November 22, 2018 at 12:07 AM



Frank Troise

Frank Troise

October 30, 2013 — 6:38 PM

Congrats to Lon and team!

Frank S. Arvai

Frank S. Arvai

October 30, 2013 — 9:12 PM

I met Lon at one of the Baron Top Wealth manager summit’s and it is easy to see what a fine person and advisor he is.

Congrats to Lon and all the team members.

Frank

George Weinstock

George Weinstock

November 1, 2013 — 7:29 PM

Lon Morton is an exceptional person with a clear sense of pride, involvement, and intelligence. His success is a result of his knowledge, intellect, and hard work. I have known Lon as a friend and advisor for many years and I respect and admire his approach to life, his family, his employees, his friends, and to his work. What you have read in this article is a testimonial to all that.

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo