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  • Call Today: 480-609-9900

The DeGreen Team Staff and Independent Professionals

DeGreen Capital Management Staff


Keith DeGreen

Keith DeGreen, J.D. CFP®

CEO and Portfolio Manager


Donald Ebey

Donald Ebey

Vice President, Operations

debey@degreen.com
480-609-9901


Deborah Wilson

Deborah Wilson

Director of Client Services

DWilson@degreen.com
480-609-9901


Sam DeGreen

Sam DeGreen

Director of Marketing

sdegreen@degreen.com
480-609-9901

Independent Professionals


Herb Morgan

Herb Morgan

Founder, CEO & Chief Investment Officer, Efficient Market Advisors


Glenn Ambach

Glenn Ambach, CFA

Senior Portfolio Manager, Efficient Market Advisors


Robert Mitchell

Robert Mitchell

Independent Legal Counsel
Tiffany and Bosco, PA


Jon Burdell

Jon Burdell, CPA

Urke and Stoller, CPAs, LLP

Custodian, Worldwide Market Data and Independent Reporting

  • Charles Schwab, primary custodian
  • Bloomberg Terminal Services, a world-wide securities data service
  • Envestnet/Tamarac, our third-party portfolio reporting and trading platform