Veteran Northern Trust team joins Dallas-based RIA, Vaquero Private Wealth, Ltd.
Vaquero Private Wealth, Ltd. welcomes Jason Morton and Loree Cullum, formerly of Northern Trust, expanding its reach in the Dallas market
Dallas, TX (April 25, 2022) – Vaquero Private Wealth Ltd., a Dallas-based RIA, announced today they are welcoming Jason Morton, CFA, CFP® and Loree Cullum, formerly of Northern Trust, to the team as wealth management directors. Mr. Morton and Mrs. Cullum spent a combined 20 years at Northern.
Founded in 2017 by former Merrill Lynch PBIG advisor, Ben Gordon, CIMA ®, Vaquero Private Wealth is a boutique RIA catering to high-net-worth individuals and families. Gordon shared, “Vaquero was formed on the simple principle of trust - placing the client’s best interest first and foremost. Jason and Loree share those same values and will add incredible depth further complementing our offering at Vaquero. We share a uniquely like-minded approach to the client experience and the future growth of Vaquero.”
“We’re excited for the opportunity to be able to focus our time and efforts on solving our clients’ problems and delivering effective solutions to the families we serve,” Jason Morton said. “More importantly, acting in a true fiduciary capacity means our clients are receiving the best possible advice. We’re excited to become part of an environment where the client comes first and where achieving their goals is most important.”
“I’m looking forward to being able to devote more time to each client, while having greater flexibility to find solutions which meet the needs of high-net-worth individuals and families,” says Loree Cullum.
The new team is supported by BNY Mellon's Pershing as custodian. For more information about Pershing visit pershing.com
Vaquero Private Wealth, Ltd. is a registered independent advisory firm based in Dallas, TX. Serving individuals and families, Vaquero’s strategy combines customized investment management and financial planning with family-office level personal service. Blending experience with innovation to provide clients with leading edge solutions is the hallmark of the Vaquero experience.
For more information, please call Ben Gordon at (214) 269-7854 or email: ben.gordon@vaquerowealth.com