Profile
Mr. Levy Logan is an Analyst at Gordian Wealth Advisors.
Mr. Logan received a BBA degree in Finance from Southern Methodist University.
Former positions of Levy Logan
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Levy Logan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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