Our Commitment

About Mormont Financial

A company of experience & class

Mormont Financial is a financial services company that specializes in exclusive investment management and financial planning. We are committed to helping our clients achieve their financial goals by providing them with sound investment advice and personalized financial planning services.

We believe that everyone should have the opportunity to grow their wealth and achieve financial security. We take the time to understand our clients' individual needs and goals, and we tailor our investment strategies accordingly.

We also offer ongoing financial planning services to help our clients stay on track and make sure they are on the right path to reaching their goals. Our team of experienced financial professionals is dedicated to providing our clients with the highest level of service.

We are always available to answer our clients' questions and provide them with the information they need to make informed investment decisions. We also offer a variety of educational resources and tools to help our clients learn about investing and make informed choices.

We believe that investing should be simple and accessible for everyone. We are committed to making the investment process easy to understand and navigate. We offer a variety of investment products and services to meet the needs of our clients of all income levels and risk tolerances.

We are a trusted advisor to our clients. We are committed to building long-term relationships with our clients and helping them achieve their financial goals. We believe that by working together, we can help our clients reach their financial dreams.

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Find out about our financial services

A company of experience & class

Our Ethical philosophy is a complex and ever-evolving subject that is essential for maintaining the trust of investors, ensuring the fairness of the financial markets, and promoting the overall health of the global economy.

Financial professionals are entrusted with the money and investments of others, and they have a responsibility to act with honesty, integrity, and fairness. They must also be aware of the potential for conflicts of interest and take steps to avoid them.

Some of the most important ethical principles for financial professionals include:

Honesty and integrity: Financial professionals must always act with honesty and integrity in their dealings with clients, colleagues, and the public. This means being truthful, avoiding conflicts of interest, and upholding the highest standards of professional conduct.
Fairness: Financial markets should be fair and transparent, and financial professionals should not take advantage of their clients or the market. This means providing accurate information, avoiding misleading or deceptive practices, and acting in the best interests of clients.
Responsibility: Financial professionals have a responsibility to use their skills and knowledge to help clients achieve their financial goals. This means providing sound financial advice, managing risk prudently, and being accountable for their actions.
Accountability: Financial professionals should be accountable for their actions and should be held responsible for any wrongdoing. This means having a strong internal compliance program in place, and being willing to cooperate with regulators and law enforcement.

In addition to these general ethical principles, there are also a number of specific ethical issues that can arise in the financial industry.

Some of the most common examples of these issues include:

Insider trading: Insider trading is the buying or selling of securities based on material non-public information. This is illegal and unethical, as it gives investors an unfair advantage.
Market manipulation: Market manipulation is the artificial inflation or deflation of the price of a security. This is illegal and unethical, as it can harm investors and undermine the integrity of the financial markets.
Fraud: Fraud is the intentional deception of others for financial gain. This is illegal and unethical, and it can have devastating consequences for victims.
Conflicts of interest: A conflict of interest occurs when a financial professional has competing interests that could influence their decision-making. This is unethical, as it can harm clients and the public.

"We believe that financial planning is more than just about managing your money. It's about helping you achieve your financial goals and live the life you want. We take the time to understand your needs and goals, and we develop a financial plan that is tailored to you."

- CEO, Alexander Stevine, Mormont Financial

The people making it happen

All of our employees are experienced and knowledgeable.

Leadership

Marco Casalini

Founder & Ambassador

Marco is a visionary entrepreneur with a passion for building innovative financial services businesses. With a proven track record of success in starting and growing businesses Marco claims that Mormont is the jewel in his crown. He champions the company's culture and values. He serves as an ambassador for the company and builds relationships with key partners and investors.

Alexander Stevine

Chief Executive Officer (CEO)

Alex has a deep understanding of the financial markets and a commitment to providing innovative financial solutions to clients. With a Bachelor of Science in Business Administration he provides overall leadership and direction for the company. Alex is strategic and a visionary. He has been with Mormont for over 8 years and is an important asset in the company.

Ji Tae-yang

Chief Operating Officer (COO)

A highly experienced and results-oriented operations executive with over 18 years of experience in the financial services industry. Ji has a proven track record of success in driving operational excellence, efficiency, and profitability. He not only manages the company's resources efficiently and effectively but identifies and implements opportunities for improvement.

Nathan Billings

Co Founder

Nathan has a strong financial background and a deep understanding of the market. He has a strong commitment to providing innovative solutions to clients and even stronger leadership skills with a knack for building high-performing teams. Nathan helps to develop and implement the company's strategic plan along with managing key relationships.

Our partners and associates

Lifetime partnerships

We have relationships that span decades with some of our partners. We strategically choose our partnerships to allow benefits such as sharing resources that may include client lists or projects, expanding into new markets that may not be accessible otherwise, gaining access to new technologies and to reduce some of the risks financially.

Certified Agents

We are all certified financial planners (CFPs), and we have decades of combined experience in the financial services industry. We are committed to providing you with the best possible financial advice. We also offer you ongoing support and will work with you to monitor your financial plan and make adjustments as needed. We are here to help you achieve your financial goals, and we will be with you every step of the way.

Mormont Financial Careers

As an ever expanding company we are always looking for talented and motivated individuals to join us. We offer a challenging and rewarding career path in a fast-paced and dynamic industry.

Benefits:

Competitive salary and benefits package
Opportunity to work with a team of experts
Chance to make a difference in the world
Opportunities for professional development and advancement
Flexible work arrangements

Requirements:

Bachelor's degree in finance, accounting, or a related field
XP⁺ 3+ years of experience in financial services
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a team

To apply: Please submit your resume and cover letter to careers@mfaventure.com.

Job Title: Junior Financial Advisor - Location: Seoul, Korea
Job Description: You will be working alongside an experienced Wealth Manager and liaising with an existing portfolio of high net worth clients. Full training will be provided so that you can seek and develop new external business opportunities.
Job Title: Portfolio Analyst - Location: Seoul, Korea
Job Description: Required to study trends and impact investments to write reports about economic and business changes affecting investments’ value. Providing reports on individual clients portfolios to ensure profitibility.
Job Title: Senior Legal Counsel - Location: Seoul, Korea
Job Description: The purpose of the role is to support in the management of legal risks in connection with various financial services product lines operated by the business or that business may wish to operate going forward.
Job Title: Financial Internal Auditor - Location: Seoul, Korea
Job Description: Responsible for supporting the delivery of the annual plan and audits across & supporting other assurance and risk management activities.