Below is courtesy of extract from ThinkAdvisor.com Sept 29 edition

Search far and wide, but you’re unlikely to find many financial advisors as shrewd about investing with exchange-traded funds as Shelley Bergman, managing director-senior portfolio manager of The Bergman Group at Morgan Stanley on Fifth Avenue in New York City.

Bergman was smart enough to start using ETFs more than eight years ago, when the flexible investment vehicle was in its infancy. Today, the ETF market boasts a whopping $2 trillion in assets and is the fastest growing product on the market. Bergman and his clients are, increasingly, reaping the rewards.

He is a 30-year-plus advisor and ranked No. 5 on Barron’s Top 100 Advisors list for 2014. A Chairman’s Club member, Bergman is the sole advisor of his eight-person team, managing about $3.5 billion in assets for high-net-worth and ultra-high-net-worth clients.
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