Herb Morgan
Chief Investment Officer/Macro Strategist/Financial Services Executive / Independent Mutual Fund Trustee
- Role
- Board Member at The Private Shares Fund
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
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
Experience
Board Member
Sep 2023 — Present · US
Trustee on the Board of Trustees of The Private Shares Fund
Education
El Camino High School
High School Diploma, High School
1980 — 1984
University of California, Santa Cruz
BA (Honors), Economics
1984 — 1988
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
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