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Jason Morton, CFA, CFP® — Director, Wealth Management, Vaquero Private Wealth
CFA®CFP®

Jason Morton

Director, Wealth Management

Vaquero Private Wealth

Dallas, Texas

"Twenty-seven years managing portfolios — security by security, client by client."

jason.morton@vaquerowealth.com

Biography

Jason Morton has spent over twenty-seven years doing one thing exceptionally well: managing money. Not allocating it to models. Not outsourcing it to platforms. Managing it — security by security, client by client, with the analytical discipline of an institutional portfolio manager and the personal attentiveness of a trusted advisor.

Before joining Vaquero Private Wealth in 2022, Jason served as Senior Vice President and Portfolio Manager at Northern Trust — one of the world's premier private banks, with over $1 trillion in assets under custody and administration. At Northern Trust, he managed portfolios for ultra-high-net-worth families, foundations, and trusts, working within an institutional framework that demanded rigorous investment process, disciplined risk management, and fiduciary accountability.

Prior to Northern Trust, Jason served as Chief Investment Officer for an independent RIA in Dallas, where he was responsible for the firm's entire investment program — asset allocation, manager selection, portfolio construction, and performance oversight. It was a role that required both conviction and accountability: every decision was his, and every outcome was visible.

Jason's career also includes leadership positions in private equity and real estate advisory — experience that gives him a rare fluency across both public and private markets. He understands how a private equity commitment interacts with a public portfolio's liquidity profile, how real estate cash flows affect overall asset allocation, and how to construct a total portfolio that integrates every asset class a family holds.

"Every decision was his, and every outcome was visible."

Perspective

A Rare
Combination

Most portfolio managers spend their careers in one lane — either public markets or private, either institutional or individual. Jason has operated across all four. And he brings that full perspective to every client relationship at Vaquero.

His approach to portfolio management is methodical and deeply personalized. He does not believe in off-the-shelf models. Every portfolio he constructs reflects the client's specific tax situation, liquidity requirements, risk tolerance, income needs, and personal preferences. He builds portfolios the way an architect designs a home — around the people who will live in it.

Public Markets

Equities, fixed income, and multi-asset portfolio construction

Private Markets

Private equity, real estate, and alternative investment integration

Institutional

Northern Trust-caliber process, risk management, and fiduciary discipline

Individual

Deeply personalized portfolios built around each family's specific situation

"He builds portfolios the way an architect designs a home — around the people who will live in it."

Professional Credentials

Credentials &
Education

Designations & Education

Chartered Financial Analyst® (CFA)

CFA Institute

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Certified Financial Planner Board of Standards, Inc.

BBA in Finance and International Business

The Hankamer School of Business, Baylor University

Career Background

Former Senior Vice President & Portfolio Manager

Northern Trust

Former Chief Investment Officer

Independent RIA, Dallas, TX

Leadership Experience

Private equity and real estate advisory

Fewer than 1% of financial professionals in the United States hold both the CFA and CFP® designations. The CFA is widely considered the gold standard in investment analysis and portfolio management. The CFP® represents the highest standard in comprehensive financial planning.

Expertise

Areas of
Expertise

Individually constructed public market portfolios

Institutional portfolio management for UHNW families

Private equity, real estate, and alternative investments

Total portfolio construction across public and private asset classes

Tax-aware investment management

Concentrated stock diversification strategies

Liquidity planning and cash flow management

Risk management and downside protection

Career

Professional
Timeline

2022 – Present

Director, Wealth Management

Vaquero Private Wealth

2017 – 2022

Senior Vice President & Portfolio Manager

Northern Trust

Prior

Chief Investment Officer

Independent RIA, Dallas, TX

Prior

Leadership Roles

Private equity and real estate advisory

1997

Began Financial Services Career

Life Outside Work

Personal

Jason lives in Plano with his wife and five children. When he's not building portfolios, he's usually traveling, on the golf course, or spending time with his family — the people whose future matters most.

TravelGolfFamily

Get Started

Work with Jason

If you want a portfolio manager who builds your portfolio around your life — not a model designed for someone else's — Jason welcomes the conversation.

Form ADV Part 2B — Brochure Supplement for Jason Morton is available through the SEC's Investment Adviser Public Disclosure (IAPD) system.

View on SEC IAPD

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Vaquero Private Wealth, Ltd. is a registered investment adviser. Registration does not imply any level of skill or training. Professional designations are awarded by independent credentialing organizations and are subject to their respective requirements.