Here is the Herb Morgan Description:
Herb Morgan is one of the pioneers of exchange traded funds and one of the best people you will ever meet!
He is an absolute expert and one of nicest people in the world! His story will inspire and motivate you. Herb Morgan and I went to middle school and high school together. We have known each other for 43 years. He is truly one of my favorite people in the world! We truly enjoyed our time together and you will hear it! You are in for a treat! Look forward to a series of podcast interviews Herb and I are going to do together for you. It is going to be epic!
Herb Morgan is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisors, (EMA). One of the financial industry’s recognized experts in the area of exchange-traded funds (ETFs), he is the creator of the Efficient Market Advisors Managed ETF Account, a unique low-cost, tax-efficient investment account that utilizes ETFs.
Prior to founding EMA in 2004, Herb was Senior Vice President – Advisory at Linsco/Private Ledger Financial Services, Inc. (LPL Financial). Herb also served as Senior Vice President with Dreyfus and ING Funds group (then known as Pilgrim Funds) and held various positions with J&W Seligman & Co.
Herb has been interviewed by multiple publications including Forbes, CBS Market Watch, Business Week, Investment News, Investor’s Business Daily and The Wall Street Journal. He has also been a guest on Fox News and CNBC television. He 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 and Governance, Audit and Disability Committees. He was a member of SDCERS’ Board of Administration from April 2009 to July 2013.
Herb is involved with philanthropy in education, including serving as a Director chair of the Investment Committee of The Foundation Chapter of Theta Chi Fraternity, Inc. He also served as Director chair of the Arizona School Choice Trust from 2000-2002. Herb graduated, with Honors, from The University of California, Santa Cruz with a Bachelor of Arts in Economics.
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Welcome to The Mike Litton Experience Podcast! Mike has over 31 years experience in real estate, finance and investing! He’s passionate about being a father, a teacher, a Realtor, an investor and a leader! Everyone has a story and our passion is to help them tell it! We never want you to miss an episode, so please be sure to subscribe. Could we ask you for two quick favors? If you like our program, please tell a friend. Wherever you get your podcasts please leave us a rating. It helps us to connect with quality people just like you!
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