Investment Analyst/Portfolio Manager
As an Investment Analyst and Portfolio Manager, Logan helps lead the investment team managing and trading both of Waterloo’s internal tactical and strategic models. Logan and the team use a top-down investment strategy with the combination of Waterloo’s proprietary Newton model and technical analysis to construct, trade, and monitor portfolios. With the help of our investment team, Logan also writes and presents market commentary to keep clients and advisors up to date on recent market trends. Before joining Waterloo Capital, Logan graduated Summa Cum Laude from Ohio State University specializing in Finance with a 4.0 GPA. Since joining Waterloo, Logan has pursued the Chartered Financial Analyst (CFA) designation and is currently a CFA Level III candidate.