Logan Schwartz

Logan Schwartz

Investment Analyst
Logan Schwartz

Logan provides operational and analytical support for our Investment Team, helping with fixed income trading, cash flow and account balance forecasting, and market research and analysis. He joined Ehlers as a Public Finance Analyst in 2016 after working as an Analyst with Wells Fargo.

Although Logan is actively studying for the Chartered Financial Analyst exam, he does get some down time now and again. When his schedule permits, he enjoys photography, golf, camping, snowboarding and traveling.

Areas of Expertise

Bond Marketing & Sales

  • Bond Marketing
  • Competitive Bond Sale Coordination
  • Paying Agent Services

Fixed Income Service
Cash Flow Forecasting
Revenue Projecting

Licenses & Certifications

Series 65 License: Uniform Investment Advisor


Bachelor’s Degree in Accounting & Finance, St. John’s University