Contact Info
Logan Schwartz, CFA
Associate Portfolio Manager
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.
Logan enjoys photography, golf, camping, snowboarding and traveling.
Education
Bachelor’s Degree in Accounting & Finance, St. John’s University – Minnesota
Licenses & Certifications
Chartered Financial Analyst
Series 65 License: Uniform Investment Advisor
Professional Affiliations & Memberships
CFA Society Minnesota
It’s incredibly satisfying knowing our work can have positive impacts across the different regions we serve; benefiting those who live, work, and spend time in these communities.