Exit Planning Summit Speaker Joe Seetoo

CEPA FEUD

Joe Seetoo

Partner/Senior Vice President, Morton Wealth

Joe has 23 years of experience in providing wealth management for affluent business owners and high-net-worth families.

Session: CEPA Feud

About Joe

Joe Seetoo is a Partner & Sr VP. with 23 years of experience in providing wealth management for affluent business owners and high net worth families. Prior to joining Morton Capital Management in August 2007, he served as the Director of Investment Research for Georgina Asset Management, LLC, an SEC Registered Investment Advisor located in Santa Monica, CA from September 2003 until July 2007 and as the Director of Operations from May 2000 until September 2003. Joe Seetoo began his investment career with Sanford C. Bernstein & Co., Inc. in 1998. He is a Chartered Financial Analyst, a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, Joe is a Certified Exit Planning Advisor, Certified Financial Planner®, and a member Provisors™. He is President of the Conejo Valley chapter of the Exit Planning Institute.

Joe Seetoo earned his Black Belt Degree in Krav Maga and was an instructor for nearly a decade. He successfully completed Sealfit Kokoro Camp 37 in June 2015.

He has served a number of philanthropic organizations including Boys & Girls Clubs of Greater Conejo Valley, Water Buffalo Club, Project ECHO & the Dubinoff School for Child Development.

Joe received his Bachelor’s degrees in Economics and International Relations from Randolph-Macon College in Ashland, Virginia. He is married, has two daughters and resides in Westlake Village, CA.

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