Herb Morgan

Herb Morgan Email and Phone Number

Candidate California State Controller @ State of California
San Diego, CA, US
Herb Morgan's Location
San Diego, California, United States, United States
Herb Morgan's Contact Details
About Herb Morgan

Experienced US Based Asset Manager & Business Operator with multi-disciplinary focus:Specialties: Trustee, Board MemberAsset Management Business LeadershipEconomic AnalysesMarket Analyses & CommentaryPortfolio Construction / Portfolio ManagementAsset AllocationMergers & Acquisitions

Herb Morgan's Current Company Details
State of California

State Of California

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Candidate California State Controller
San Diego, CA, US
Website:
stateofcalifornia.gov
Employees:
44116
Herb Morgan Work Experience Details
  • State Of California
    Candidate California State Controller
    State Of California
    San Diego, Ca, Us
    View
  • Cantor Fitzgerald
    Sr. Managing Director & Chief Investment Officer, Cantor Fitzgerald Investment Advisors
    Cantor Fitzgerald Mar 2017 - Present
    New York, New York, Us
    Cantor Fitzgerald Ireland Investment Council - Member
    View
  • The Private Shares Fund
    Board Member
    The Private Shares Fund Sep 2023 - Present
    Trustee on the Board of Trustees of The Private Shares Fund
    View
  • Pga Tour
    Caddie - Pga Latino America & Pga Americas Tour
    Pga Tour May 2023 - Present
    Ponte Vedra Beach, Fl, Us
    View
  • Cristo Rey San Diego High School
    Board Member
    Cristo Rey San Diego High School Apr 2020 - Dec 2022
    San Diego, California, Us
    Educating young people of limited economic means to become men and women of faith, purpose, and service, and prepared for life. Cristo Rey provides a rigorous college preparatory curriculum, integrated with a relevant work study experience and community service. IStudents graduate prepared for college and service to their communities.
    View
  • Theta Chi Fraternity
    Board Member
    Theta Chi Fraternity Jul 2014 - Jul 2022
    Carmel, Indiana, Us
    Elected volunteer member of The Grand Chapter (board of directors) for international collegiate fraternityGrand Treasurer 2014-2016Grand Marshal 2016-2018Grand Chaplain 2018- 2020Grand Treasurer 2020-2022
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  • The Fraternity & Sorority Political Action Committee
    Board Member
    The Fraternity & Sorority Political Action Committee 2019 - 2020
  • Efficient Market Advisors, Llc
    Ceo And Chief Investment Officer
    Efficient Market Advisors, Llc Jul 2004 - Feb 2017
    Construction and management of ETF portfolios.
  • San Diego City Employees Retirement System
    President - Board Of Administration
    San Diego City Employees Retirement System May 2009 - Jul 2013
    San Diego, Ca, Us
    Volunteer Trustee of the San Diego City Employees Retirement System. President of the Board, Member of Investment, Disability, Audit & Business/Governance Committee
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  • Theta Chi Fraternity
    Board Member, Foundation Chapter
    Theta Chi Fraternity 2005 - Jun 2011
    Carmel, Indiana, Us
    Secretary 2009-2011
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  • Sand Hill Global Advisors
    Chief Investment Officer
    Sand Hill Global Advisors Aug 2007 - Jan 2010
    Palo Alto, California, Us
    View
  • Linsco Private Ledger
    Senior Vice President
    Linsco Private Ledger 2002 - 2004
    San Diego, Ca, Us
    View
  • Bny Mellon - Fka Dreyfus
    Senior Vice President
    Bny Mellon - Fka Dreyfus 2000 - 2003
  • Arizona School Choice Trust
    Board Member - Board President
    Arizona School Choice Trust Apr 2000 - Apr 2002
    View
  • Voya Investment Management (Fka Pilgrim Funds)
    Senior Vice President
    Voya Investment Management (Fka Pilgrim Funds) 1996 - 2000
    Led Nationwide (US) Distribution Efforts
  • J & W Seligman & Co., Inc
    Regional Vice President
    J & W Seligman & Co., Inc Dec 1990 - Jul 1996

Herb Morgan Skills

Economic Research Finance Investments Government Asset Allocation Portfolio Management Wealth Management Series 63 Investment Strategies Financial Modeling Retirement Hedge Funds Fixed Income Investment Advisory Economics Strategic Financial Planning Capital Markets Mutual Funds Market Analysis Retirement Planning Series 7 Asset Management Etfs Analysis Corporate Finance Commodity Equities Leadership Market Research Financial Services Data Analysis Securities Financial Markets Investment Management Valuation Alternative Investments Asset Managment Management Financial Analysis Estate Planning Equity Research Bonds 401k Bloomberg Technical Analysis Quantitative Analytics Derivatives Emerging Markets Mergers And Acquisitions

Herb Morgan Education Details

  • University Of California, Santa Cruz
    University Of California, Santa Cruz
    Economics
  • El Camino High School
    El Camino High School
    High School

Frequently Asked Questions about Herb Morgan

What company does Herb Morgan work for?

Herb Morgan works for State Of California

What is Herb Morgan's role at the current company?

Herb Morgan's current role is Candidate California State Controller.

What is Herb Morgan's email address?

Herb Morgan's email address is he****@****ger.com

What is Herb Morgan's direct phone number?

Herb Morgan's direct phone number is +185884*****

What schools did Herb Morgan attend?

Herb Morgan attended University Of California, Santa Cruz, El Camino High School.

What are some of Herb Morgan's interests?

Herb Morgan has interest in Personal Finance, Mobile, Clean Technology, Health Care, Consumer Internet, Enterprise Software, Financial Services, Renewable Energies.

What skills is Herb Morgan known for?

Herb Morgan has skills like Economic Research, Finance, Investments, Government, Asset Allocation, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Financial Modeling, Retirement, Hedge Funds.

Who are Herb Morgan's colleagues?

Herb Morgan's colleagues are Dale Cates Dale Cates, Cindy Lord, Joby Cashdan, Antoniette Viloan-Iglesias, Danny Hyatt, Gerald Lewis, Sherri Underwoods.

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