Logan Moulton leads the IWS investment team as Portfolio Manager. Leveraging a top-down investment strategy, the team utilizes a combination of proprietary quantitative models and technical analysis to construct, trade, and monitor IWS model portfolios. He is instrumental in developing new models, conducting in-depth research, and executing strategic asset allocation and risk management decisions. Additionally, he writes and presents market commentary and research to keep clients and advisors up to date on recent market trends.
Beyond investment management, Logan plays a key role in the continued growth of IWS through strategic initiatives across both investment and operations. Before joining Waterloo Capital, Logan graduated Summa Cum Laude from Ohio State University specializing in Finance. Logan holds the Chartered Financial Analyst (CFA) designation.