Logan Moulton, CFA

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.

Logan writes and presents market commentary and research to keep clients and advisors up to date on recent market trends. His thoughts on markets have been featured in The Wall Street Journal, CNBC.com, Business Insider, and MarketWatch.

Before joining Waterloo Capital, Logan graduated Summa Cum Laude from Ohio State University specializing in Finance. Logan holds the Chartered Financial Analyst (CFA) designation.