MANAGEMENT TEAM

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.

Moreton Asset Management is an affiliate of Moreton & Company, an insurance broker, through which commercial insurance products and employee benefit plans are offered.

Investment products and services offered by or through MAM are not deposits or other obligations of, or guaranteed by MAM or any of its affiliates; nor federally insured by the FDIC, the Federal Reserve Board, or any other federal, state, or municipal governmental entity, and may be subject to investment risks, including the possible loss of principal. Past performance is not indicative of future results.

The Goldman Sachs 10,000 Small Businesses is a program to help entrepreneurs create jobs and economic opportunity by providing access to education, capital and business support services. To be selected as a Goldman Sachs 10,000 Small Business, members must participate in and complete a 12 week program that emphasizes business growth. There is no cost to participate in the program and the curriculum focuses on practical business skills that can be immediately applied by small and medium size business owners, including negotiation, marketing, and employee management. Thousands of business owners from numerous industries across all 50 states have graduated from the program. It is unknown how many or what percentage of investment advisers participate in the Goldman Sachs 10,000 Small Businesses program. Participation in the program does not imply a certain level of skill or expertise, is not indicative of our firm’s future success or performance, and may not be representative of any one client’s experience. Client experiences with our firm, including the returns they earn, will differ.