Back to the team
President of Investments and Portfolio Manager
Model portfolios & research
Logan Moulton, CFA
President of Investments and Portfolio Manager
Logan leads the IWS investment team, using proprietary quantitative models and technical analysis to construct, trade and monitor model portfolios. He develops research, strategic asset allocation and risk management, and his market insights have appeared in The Wall Street Journal, CNBC.com, Business Insider and MarketWatch.
Credentials & experience
- Graduated summa cum laude in Finance from The Ohio State University
- Holds the Chartered Financial Analyst (CFA) designation
- Cited in The Wall Street Journal, CNBC.com, Business Insider and MarketWatch
The team
