Profilo
Mr. Levy Logan is an Analyst at Gordian Wealth Advisors.
Mr. Logan received a BBA degree in Finance from Southern Methodist University.
Precedenti posizioni note di Levy Logan
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Levy Logan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 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 |
















