Logan Schwartz

Logan Schwartz

Bond Sale Coordinator
Logan Schwartz

Logan joined Ehlers Bond Marketing & Sales Team in 2016 after working as an Analyst with Wells Fargo. As a Bond Sale Coordinator, he is responsible for coordinating all aspects of a competitive bond sale including responding to underwriters’ inquiries, marketing and receiving competitive bids, coordinating closing with underwriters, completing documentation required for closing and arranging for transfer of proceeds upon close. He also assists with operational and analytical support for Ehlers Investment Team. Responsibilities include fixed income trading, cash flow and account balance forecasting, market research and analysis along with assisting the investment advisors with direct client support. Logan is also a Level II candidate in the Chartered Financial Analyst program.

Although Logan is actively studying for Part 2 of the Certified 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

Education

Bachelor of Arts – Accounting & Finance, St. John’s University