Herb W. Morgan is CEO and Chief Investment Officer of Efficient Market Advisors, LLC (EMA), which he founded in 2004. Considered to be one of the nation’s premier experts in the area of Exchange Traded Funds, he is the creator of the Efficient Market Advisors Managed ETF Account, a unique low cost, tax-efficient investment account that utilizes Exchange Traded Funds. (ETFs)
Prior to becoming CEO of EMA, Mr. Morgan held the post of Senior Vice President of Advisory at Linsco/Private Ledger Financial Services, Inc. Mr. Morgan was also Sr. Vice President with Dreyfus as well as Sr. Vice President with ING Funds group. (Then known as Pilgrim Funds) From 1990 to 1996 Herb held positions with J&W Seligman & Co. Herb Morgan graduated from The University of California, Santa Cruz with a Bachelor of Arts Degree in Economics. (Honors)
Mr. Morgan has been interviewed by multiple publications including Forbes Magazine, CBS Market Watch, Business Week, Investment News, Investors’ Business Daily and The Wall Street Journal. Mr. Morgan has also been a guest on Fox News and CNBC television. Additionally, Herb has served as an expert witness in cases involving mutual fund trustee fiduciary liability.
Herb served as President of the Board of Administration of the San Diego City Employees Retirement System (SDCERS) where he was a member of the Investment, Business Governance. Audit and Disability Committees. He was a member of the Board of Administration from April 2009 to July 2013.
Mr. Morgan is involved with philanthropy in education where he served on the board of directors of The Foundation Chapter of Theta Chi Fraternity, Inc. from 2005 through June 2011. During his tenure he served as chair of the Investment Committee.