Logan is Investment Director at Stonecrop Wealth Advisors. He has a decade of investment industry experience. He earned the Chartered Financial Analyst Designation (CFA®) in 2021. Prior to joining Stonecrop, Logan led all of the internal administrative and research functions for the investment committee at Compass Ion Advisors. He provided the committee with all of the analytical data and research to assist the investment committee in its decision making. He was also responsible for reporting to the committee all of the company’s performance data as well as performance for funds held by the company’s clients. He performed quantitative and qualitative research of fund managers. Additionally, he served over one hundred clients in analyzing and reporting their individual performance, including the performance of virtually all of the company’s institutional clients.
Prior to his time at Compass Ion, Logan worked at Schreiner Capital Management where he was a voting member of the firm’s investment committee, provided research and analytical duties for that committee, performed trading functions, analyzed portfolio performance analysis and reports.
Logan also has experience at State Street bank where he worked as a pricing specialist for their mutual fund department.
Logan obtained his B.A. in Finance and Business Administration from Gordon College.