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Union Bank - Morton


Advised Union Bank on its sale of Morton Capital Management in Calabasas, California, to its founder, Lon Morton, and the firm's investment professionals.  With over $1.2 billion in assets under management, Morton Capital provides wealth management services to a primarily high net worth client base.  Union Bank had inherited the business with its December 2012 purchase of Pacific Capital Bancorp.

Press Releases

Union Bank sells Morton Capital Managementʉۼ