Management Biographies

Herb W. Morgan
President & Chief Investment Officer, Efficient Market Advisors, LLC

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 serves as  President of the Board of Administration of the San Diego City Employees Retirement System (SDCERS) where he is a member of the Investment Committee.

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.

Jeffrey C. Anderson, Jr.
Sr. Vice President - National Sales Manager

In addition, to serving as National Sales Manager, Jeff is also is a member of the Investment Policy Committee. Mr. Anderson comes to EMA with 18 years of financial services experience.

Mr. Anderson most recently was President of StandSure Wealth Management an independent investment advisory firm. Prior to founding StandSure Wealth Management in 2003 Mr. Anderson worked for Smith Barney as a Financial Consultant (1996-2003) and Tullett and Tokyo Forex as an inter-bank broker (1989-1996).

Mr. Anderson holds an MBA from Pepperdine University (1993) and a BA from the University of California, Los Angeles (1989). In addition, he also holds a Professional Certificate in International Business from the Thunderbird School of Global Management (1990) and attended the graduate seminar of International Finance at London University (1989).

Susie H King
Chief Compliance Officer - Director of Client Services

Mrs. King is Chief Compliance Officer and Director of Client Services for Efficient Market Advisors, LLC.  She joined EMA in August of 2006.  Her responsiblities include management of all EMA's privacy, solicitor, and regulatory affairs.  Prior to joining EMA Susie took fifteen years off from her professional career to successfully raise two outstanding children.

Susie holds a BA in Business Administration from The University of the Pacific and resides in the Carmel Valley area of San Diego.

Austine Crowe
Regional Sales Director, Efficient Market Advisors, LLC

Mr. Crowe joined Efficient Market Advisors, LLC in 2006 and is presently the Regional Sales Director and a member of the firm’s Investment Policy Committee.

Previously, Mr. Crowe was Executive Vice President, Chairman of the Investment Committee and lead portfolio manager at T.O. Richardson Company, Inc.  Mr. Crowe was portfolio manager for TO Richardson’s  Sector Rotation and Enhanced Index mutual funds. Prior to this, he was a commercial pilot with Eastern Air Lines, Inc where he served on the Air Line Pilots Association Retirement and Insurance Committee.

Mr. Crowe graduated, with merit, from the United States Naval Academy with a Bachelor of Science degree with majors in Mathematics and Aeronautical Engineering.