Amory Logan
Portefeuillebeheerder-Aandelen bij Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Profiel
Ms. Elizabeth L.
Logan, CFA MBA, is a Partner at Loring, Wolcott & Coolidge Fiduciary Advisors LLP.
She currently serves on the boards of the Community Charter School of Cambridge Foundation, and the Neighborhood House of Northeast Harbor, ME, and Sailors’ Snug Harbor of Boston, as well as on the investment committee for Maine Coast Heritage Trust.
She joined the firm in 2016, after five years serving on the investment team at the Dartmouth College Investment Office, which invests Dartmouth’s endowment and other pools of capital.
Previously, she worked at Cambridge Associates, a leading investment advisor, where she worked with clients including families, foundations, colleges and universities, on the implementation of their investment portfolios.
She began her career at an education consulting firm, Carney, Sandoe & Associates, placing teachers in independent and charter schools across the U.S.
She is a graduate of Dartmouth College and Dartmouth’s Tuck School of Business, and is a CFA charterholder.
Actieve functies van Amory Logan
| Bedrijven | Functie | Begin |
|---|---|---|
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
 Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Portefeuillebeheerder-Aandelen | 01-01-2016 |
Eerdere bekende functies van Amory Logan
| Bedrijven | Functie | Einde |
|---|---|---|
Dartmouth College Endowment Fund
 Dartmouth College Endowment Fund Investment ManagersFinance The Dartmouth College Endowment Fund consists of all endowment funds administered by Dartmouth College's Endowment Administration from their offices in Hanover, New Hampshire. | Corporate Officer/Principal | 31-12-2015 |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - |
Opleiding van Amory Logan
| Tuck School of Business at Dartmouth | Masters Business Admin |
| Dartmouth College | Undergraduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 3 |
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Dartmouth College Endowment Fund
Dartmouth College Endowment Fund Investment ManagersFinance The Dartmouth College Endowment Fund consists of all endowment funds administered by Dartmouth College's Endowment Administration from their offices in Hanover, New Hampshire. | Finance |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Finance |
