Thao Truong - Email & Phone Number

Associate Wealth Advisor at Morton Capital

Thao Truong is based out of United States and works at Morton Capital as Associate Wealth Advisor.

Thao Truong's Contact Information

Thao Truong's Work email

t*****@morton***.com

Valid

Latest update

October 18, 2025

Location

United States

Thao's current employer

Morton Capital

Description

Lighting our MC torch of education, we pledge to serve our clients, community, company, and team with the mission of empowering better in...

Website

mortoncapital.com

HQ Location

Calabasas, CA, United States

Number of employees

51-200

Industry

Investment Management

Latest update

May 1, 2024

Read about Morton Capital

Frequent questions about Thao Truong

What company is Thao Truong working for?

Thao Truong works for Morton Capital.

What is Thao Truong's function at Morton Capital?

Thao Truong is Associate Wealth Advisor at Morton Capital.

Where is Thao Truong based?

Thao Truong is based out of United States.

What is Thao Truong's work email address?

Thao Truong's professional email address is t*****@morton***.com

Who are Thao Truong's co-workers?

Thao Truong's colleagues are Jeff Sarti, Priscilla Brehm, Joe Seetoo, Eric Selter, Clarisse Sullivan, Dan Charoenrath, Brandon McKerney, Nadya Mets, Kevin Rex, Jon FCSI, Jessica Hull, Chris Galeski, Menachem Striks, Adam Bartkoski, Mikey Rudow, Bryce Snell, Stacey McKinnon, Celia Meagher, Michael Privett, Elana Yaffe, Wade Calvert, Sarah Ellis, Brittany Yudkowsky, Bruce Tyson, Austin Overholt, Olivia Payne, Moriah Bowles, Meghan Pinchuk, Patrice Bening, Brian Standing.

Thao's co-workers

Jeff Sarti

Chief Executive Officer

Priscilla Brehm

Senior VP

Joe Seetoo

Senior Vice President, Partner & Wealth Advisor at Morton Wealth

Eric Selter

Executive Vice President at Morton Wealth

Clarisse Sullivan

Director of Marketing

Dan Charoenrath

Director Of Operations

Brandon McKerney

Director of Advisory Services

Nadya Mets

Senior Investment Analyst (Alternative Investments)

Kevin Rex

Wealth Advisor, Partner

Partner/Wealth Advisor

Menachem Striks

Chief Compliance Officer

Adam Bartkoski

Finance and HR Manager

Chief Marketing Officer

Financial Planning Associate

Financial Planning Manager

Bruce Tyson

Partner and Investment Counselor

Austin Overholt

Client Service Manager / Associate Wealth Advisor at Morton Wealth

Olivia Payne

Associate Wealth Advisor

Moriah Bowles

Fund Relationship Manager & Client Service Training Specialist

Meghan Pinchuk

Chief Investment Officer

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