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

Frank Troise
Congrats to Lon and team!

Frank S. Arvai
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
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.
Related Moves
Karl Heckenberg files with SEC to raise a staggering $1 billion, (presumably) to buy, buy, buy RIA stakes in a 'crowded' market
The former CEO and president of Emigrant Partners has launched the Constellation Wealth Capital Fund with a ten-figure funding target.
August 18, 2023 at 3:56 AM
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