Spencer Logan is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. ("CSIA") supporting the ThomasPartners and Windhaven Strategies. He has over 15 years of experience in the financial services industry. Previously, Spencer came from Charles Schwab & Co., Inc. While at Charles Schwab, he served as a Private Client Portfolio Consultant managing over $300MM in assets for affluent clients, and most recently as a Senior Quantitative Equity Analyst at the Schwab Center for Financial Research, where he generated research and analytical support for clients through publications and presentations focused on multifactor modeling, equity research and portfolio management.
Spencer earned a B.A. of Economics at the University of Arizona, a Masters of Investment Management and Financial Analysis from the Heider College of Business at Creighton University in Omaha, Nebraska and holds the Chartered Financial Analyst® (CFA) and Charted Alternative Investment Analyst (CAIA) designations.