Profiel
Mr. Levy Logan is an Analyst at Gordian Wealth Advisors.
Mr. Logan received a BBA degree in Finance from Southern Methodist University.
Eerdere bekende functies van Levy Logan
| Bedrijven | Functie | Einde |
|---|---|---|
Gordian Wealth Advisors LLC
Gordian Wealth Advisors LLC Investment ManagersFinance GWA creates individual strategies for wealth creators with concentrated stock positions, multiple business entities, a wide range of assets, or whose situation requires simplification of complex issues. The firm offers customized asset allocation to achieve each client's specific investment objectives. They perform extensive due diligence on all asset classes and structures, such as mutual funds, separately managed accounts, ETFs, and alternative investments. GWA focuses on managers with outstanding after-tax returns. The firm manages portfolios with concentrated stock positions that are typically low-cost. | Analyst-Equity | - |
Opleiding van Levy Logan
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gordian Wealth Advisors LLC
Gordian Wealth Advisors LLC Investment ManagersFinance GWA creates individual strategies for wealth creators with concentrated stock positions, multiple business entities, a wide range of assets, or whose situation requires simplification of complex issues. The firm offers customized asset allocation to achieve each client's specific investment objectives. They perform extensive due diligence on all asset classes and structures, such as mutual funds, separately managed accounts, ETFs, and alternative investments. GWA focuses on managers with outstanding after-tax returns. The firm manages portfolios with concentrated stock positions that are typically low-cost. | Finance |
















