Logan Patrick is Senior Manager and Performance Analyst at Charles Schwab Investment Advisory, Inc. (“CSIA”) and is responsible for measuring and analyzing investment performance. Previously, Logan worked in a number of roles at Wellington Management, Commonwealth Financial Network and State Street Corporation.
Logan earned a B.A. in Philosophy, Politics, and Economics from the University of Pennsylvania. He holds the Chartered Financial Analyst® (CFA) designation, the Certificate in Investment Performance Measurement™ (CIPM) designation, and is a member of the CFA Institute and CFA Society Boston.