We look forward to
getting to know you
And we encourage you to get to know us too
Director of Finance and HR, Partner
Adam Bartkoski
Adam Bartkoski
Adam Bartkoski

Director of Finance and HR, Partner

(818) 206 2930

Years of Experience

22

Education and Credentials

B.A. in history, Texas A&M University

Origin Story
1. What does wealth mean to you?

Wealth is having the ability and flexibility to accomplish any specific goals I might have across all facets of life. In some cases, it might mean having the money to travel abroad but I’ve found that, in most cases, money has very little to do with it. Wealth is mostly associated with family, friends, and a career that allows you the space to spend time doing the things you want in life with the people you care for the most. Time may be the most important piece of wealth because if you don’t have it or cannot create more time for the truly important things in life, I just don’t see how you can truly live a life full of wealth.

2. What inspires you about the work you do?

I think being surrounded by incredibly smart and gifted colleagues not only makes everyone else better at what they do, but also generally leads to strong relationships at work, where people genuinely care about people they may work with for many years. Being submerged in that environment makes me want to keep up with everyone else and not be a person who holds anyone back.

3. What’s a fun fact that most people may not know about you?

During my Peace Corps service in eastern Ukraine, I learned to speak Russian. It’s debatable how solid my language skills are but I could find my way home if dropped off in a random Ukrainian village. I thought about using those skills upon returning to the U.S. but quickly realized that there were some business conversations/concepts I could not describe in Russian. For example, there is no way I could describe SPACs in Russian, but, in my defense, I may not be able to in English either!

Office Manager
Arlene Vaughan
Arlene Vaughan
Arlene Vaughan

Office Manager

(818) 222 4727

Years of Experience

15

Education and Credentials

Origin Story
1. What does wealth mean to you?

True wealth begins with an understanding of what you value most. Personally, it is those impromptu salsa dance moments in the kitchen with one of my three children, sitting down to a meal I have whipped up for my ever-growing family and sharing stories, or, if I am lucky, a slow dance with my husband of many years, Kevin. Finding joy in these little moments and making my friends laugh with good banter makes my life feel blessed.

2. What are things you enjoy when you are not working?

I am the smile that greets you at the door. I joined Morton in 2010, and as many things have changed over the years, I have really come to take pride in the company’s culture and its ability to adapt to changes as our team grows. In my capacity as Office Manager and unofficial Den Mother, I am responsible for operational and administrative duties that serve our clients and nurture our employees.

3. What’s a fun fact that most people may not know about you?

I had fun as a teen being a hair show model for Paul Mitchell, trying out all the newest hair trends.

Data & Reporting Analyst
Judy Lee
Judy Lee
Judy Lee

Data & Reporting Analyst

(818) 222 4727

Years of Experience

4

Education and Credentials

B.A. in English, UCLA

Origin Story
1. What does wealth mean to you?

To me, wealth means meeting goals not inspired by how much I have, but by how much I love people. Wealth also means being surrounded by people who encourage, challenge, and inspire me and having the time to experience life together.

2. What inspires you about the work you do?

At Morton, I work with people who are not only excellent at what they do, but they also love to laugh and have a genuine care for each other. I know that I want to bring my best every time and to know that it makes an internal and external impact makes me proud.

3. Fun fact most people may not know about you?

I have a passion for vintage children’s books, Korean food, typography/fonts/proper kerning, the Dodgers, my church, and my wonderful family.