EMA Announces Important Staff Changes

September 3, 2015 Our Press Room

EMA Announces Important Staff Changes

San Diego, September 3, 2015

 

FOR IMMEDIATE RELEASE                                                                                                       HERB MORGAN

September 3, 2015                                                                                                             PHONE:858-847-0690

                                                                                        david@efficient-portfolios.com

                                                                                                       www.efficient-portfolios.com

 

 

EMA Announces Important Staff Changes

 

(San Diego, CA) Efficient Market Advisors announced several organizational changes today which include the following:

Rebecca Wilson, currently EMA’s Director of Operations, has been promoted to Vice President and Chief Operating Officer. In her new role, Ms. Wilson will lead the Operations, Finance, Marketing and Human Resources divisions while also serving as the firm’s Compliance Officer.

Herb Morgan, EMA’s CEO and Founder said “Rebecca is a talented operational executive and I am pleased to promote her into a position of increased responsibility. She has played a significant role in all facets of EMA’s operations and I look forward to her continued leadership and contributions to the firm.”

Samantha Diamond has been promoted to Senior Operations Manager in charge of client service, new account processing, and client billing. Tiana Gala is joining EMA’s marketing team where she will be putting her considerable design skills to work each day.

Additionally, EMA has added firepower to its sales team with the promotion of Patrick Tancula to Internal Sales Manager and the hiring of Benjamin “Bucky” Bamford and Cody Rominger, recent graduates of the University of Kentucky and San Diego State University respectively, as internal wholesalers.

Finally, EMA would like to congratulate David B Wescoe, currently EMA’s President, on being selected, following a national search, as the CEO for the San Diego County Employees Retirement Association (SDCERA). “David has been an invaluable member of the EMA team and we want to thank him for all that he has done for EMA and wish him all the best on his new endeavor” said Morgan. Upon his transition to SDCERA, Mr. Wescoe will join EMA’s Board of Directors.

Founded in 2004, Efficient Market Advisors, LLC (EMA) is a $630 million independent, employee-owned Registered Investment Advisor with the U.S. Securities and Exchange Commission that constructs proprietary investment portfolios using low-cost, tax-efficient exchange-traded funds (ETFs). Utilizing in-house and third-party research, EMA’s proprietary portfolios offer investors highly-diversified asset class exposure through selected ETFs.

EMA has one of the longest and most successful ETF Strategist track records in the investment industry and claims compliance with Global Investment Performance Standards (GIPS®) for the periods November 1, 2004 through September 30, 2014.

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