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This profile was last updated on 10/10/13  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David Ellrich

Wrong David Ellrich?

President

Local Address: Manchester, Massachusetts, United States
Morgan Financial Advisors Inc
1811 Englewood Road # 290
Englewood, Florida 34223
United States

Company Description: Morgan Financial Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service...   more
Background

Employment History

Board Memberships and Affiliations

Web References
Press Release
www.convergentmarketfund.com, 3 Oct 2000 [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, 16 Jan 2001 [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, 12 May 2008 [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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