Kevin Gregory Rex

Portfolio Manager-Equities at Morton Capital Management LLC

Finance

Consumer Services

Profile

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.

Kevin Gregory Rex active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/01/2015

All active positions of Kevin Gregory Rex

Training of Kevin Gregory Rex

Cornell University

Undergraduate Degree

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Private companies

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Connections

100 +

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Linked companies

Private companies	1
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