Tampa
Logan S. Webb, CFA, CFP®
Executive Vice President, Senior Portfolio Manager
Logan Webb has more than 15 years of experience as a portfolio manager and investment analyst. He is dedicated to working with clients to tailor their investment strategies to their financial goals and estate planning needs. Logan served for several years at Bank of America Private Bank (U.S. Trust) as a senior portfolio manager in Texas managing both individual and institutional client accounts valued at more than 1 billion dollars. In his role as Designated Institutional Portfolio Manager, he was responsible for managing endowments, foundations, and other philanthropic relationships. Earlier, he was positioned at Merrill Lynch as a financial advisor and then as the Retirement Education Specialist – partnering with the Merrill Lynch Institutional Group to educate 401k and pension plan participants on retirement planning strategies. Logan holds the Chartered Financial Analyst and the CERTIFIED FINANCIAL PLANNER® designations. He is a graduate of Florida State University, Tallahassee, Florida with a Bachelor of Science in Economics and a double minor in Business and Communications.
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