Management Team

JASON WILLIAMS

CHIEF EXECUTIVE OFFICER

With over 20 years of capital market experience with trading, sales, and fixed income markets, Jason excels at managing funds for clients in a collaborative and understanding way.
Masters of Business Administration, 2003 | Whittemore School of Business and Economics | University of New Hampshire, Manchester, NH

B.A. in Political Science, Minor in Economics, 1999
Brigham Young University, Provo, UT

ANDY ROBBINS

CHIEF OPERATING OFFICER

Andy oversees firm operations, reviews trading activity, and manages  regulatory requirements for clients accounts. Andy has over 20 years experience managing fixed-income portfolios.
Masters of Business Administration, 2008 | Marriott School of Management | Brigham Young University, Provo, UT

B.S. in Finance, 2001
Brigham Young University, Provo, UT

JORDAN HANSEN

CHIEF INVESTMENT OFFICER

Jordan is responsible for managing and trading securities in the bond market for client accounts. Jordan has over 15 years of fixed-income experience with an emphasis in short-term municipal and corporate securities.
Masters of Business Administration, 2011 | Gore School of Business | Westminster College, Salt Lake City, UT

B.S. in Finance, 2005
University of Utah, Salt Lake City, UT

DAN RUSK

PORTFOLIO MANAGER

Dan is responsible for managing and trading fixed income and equities portfolios for clients. He has over 6 years of experience in managing fixed income portfolios for municipalities and corporations. He also spent time working at a large bank managing trusts, estates, and foundations for high-net-worth families. He is a member of the CFA Society of Nevada and is a CFA® Charterholder. 

Chartered Financial Analyst (CFA)

B.S. in Business Management, 2016

Brigham Young University Hawaii 


Sarah Brisk

OPERATIONS MANAGER

Sarah oversees general office operations and related operations to support team productivity. Sarah has over 14 years of extensive experience in office management, event planning, and event management.

Amy Hansen

CLIENT SERVICE MANAGER

Amy is responsible for cultivating strong relationships with current and future clients. Amy earned her BS in Accounting from the University of Utah and possesses a strong foundation in financial principles and practices. Prior to Moreton Asset Management, Amy worked for both Savage Companies and Henry Walker Homes as an accounting specialist and account manager. Amy also operated her own payroll firm serving local businesses.

Check the background of these investment professionals on the SEC's website.