TRADING AND PERFORMANCE

Logan Patrick
Logan Patrick, CFA, Senior Manager, Performance Analyst

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.

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