rich logan

Principal Analyst

 Rich Logan is a seasoned investment professional with 36 years of experience navigating complex financial markets. Known for his expertise in sound asset allocation, he specializes in building comprehensive portfolios across a broad spectrum of asset classes, including equities, mutual funds, fixed income, and derivatives. With a sector-agnostic approach, he identifies opportunities across all areas of the market to meet specific financial objectives.

Rich employs a dynamic investment approach that balances disciplined value investing with tactical strategies for short-term growth. His methodology is a data driven approach that identifies broad market trends and potential opportunities.

Over his 36 year career, Rich has held key roles at leading financial institutions and private sector corporations, including Marine Midland Bank, HSBC, First Fidelity Bank, First Union Bank, Raymond James & Associates (Registered Investment Advisor - RIA), Allianz, and Johnson & Johnson. His crowning investment achievements include the consistent ability to align clients with their specific investment goals and risk tolerance. By designing tailored asset allocation models, he ensures that his strategies are built on a foundation of principal protection, using the client’s individual risk tolerance as a primary mitigating factor when deploying various asset classes.

Rich holds a B.A. in Economics from Cornell University.