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](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3D9ce56dfeb4e4df13eec01704ae998ecf%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Frank Troise
Congrats to Lon and team!
![Frank S. Arvai](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3D4c7be7c23d54ab955e7d609d89a7a92a%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
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](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3Db41acbd0c7700484b7c560701d52942c%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
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