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Last Update

2015-01-29T00:00:00.000Z

This profile was last updated on . .

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Background Information

Employment History

President
Morgan Financial Advisors Inc

President, Chief Executive Officer and Member of the Board
Morgan Financial Advisors Inc

Vice President
Oppenheimer & Co. , Inc.

Affiliations

Founder
Morgan Financial Advisors Inc

registered principal
Linsco/Private Ledger

Web References (3 Total References)


Press Release

www.convergentmarketfund.com [cached]

Richard Furber and David Ellrich will serve as the co-portfolio managers to the partnership.

...
Mr. Furber will manage the private portfolio investments and Mr. Ellrich will manage the swing trading account.
...
Mr. Ellrich is the President , Chief Executive Officer and Member of the Board of Morgan Financial Advisors , Inc. , ( MFAI ) an SEC registered investment advisor.Prior to founding Morgan Financial , he was a registered principal with Linsco/Private Ledger , Vice President with Oppenheimer & Co. , Inc. , and an account executive at Dean Witter Reynolds.


E.H. Capital Partners, LLC Launches the Convergent Market Fund, Series II Partnership

www.businesswire.com [cached]

Richard Furber and David Ellrich will serve as the co-portfolio managers to the partnership.

...
Mr. Furber will manage the private portfolio investments and Mr. Ellrich will manage the swing-trading account.
...
Mr. Ellrich is the President, Chief Executive Officer and Member of the Board of Morgan Financial Advisors, Inc., (MFAI) an SEC registered investment advisor.Prior to founding Morgan Financial, he was a registered principal with Linsco/Private Ledger, Vice President with Oppenheimer & Co., Inc., and an account executive at Dean Witter Reynolds.The CMF Series III is currently funding and expects to close and begin trading at the end of February.For a prospectus containing more information about the CMF series of funds, including fees and expenses, call 978-526-9969 or log onto http : //www.convergentmarketfund.com /.The Fund is available to accredited investors only within the meaning of Regulation D, under the Securities Act.Please read the prospectus carefully before investing to fully understand the risks involved.


David Ellrich, the plaintiff ...

www.morelaw.com [cached]

David Ellrich, the plaintiff in the trial court, served as president of Morgan Financial Advisors ("Morgan"), which in turn served as investment advisor to the Convergent Market Fund Series II, LP ("Convergent").

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