AeroLeads people directory · profile
Logan Ruthling, Cfa Email & Phone Number
Portfolio Manager and Wealth Advisor
at
Masonboro Advisors
1 work email found
@sheetssmith.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager and Wealth Advisor
Location
Charlotte, North Carolina, United States
Company size
Who is Logan Ruthling, Cfa? Overview
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Quick answer
Logan Ruthling, Cfa is listed as Portfolio Manager and Wealth Advisor at Masonboro Advisors, a with 12 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at sheetssmith.com and a matched LinkedIn profile for Logan Ruthling, Cfa.
Logan Ruthling, Cfa previously worked as Investment Analyst at Sheets Smith Wealth Management, Inc. and Strategic Finance & Investor Relations Intern at Ncino, Inc.. Logan Ruthling, Cfa holds Bachelor Of Business Administration (B.B.A.), Finance, General from Cameron School Of Business At Unc Wilmington.
Company email context
Email format at Masonboro Advisors
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*@sheetssmith.com
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AeroLeads found 1 current-domain work email signal for Logan Ruthling, Cfa. Compare company email patterns before reaching out.
Profile bio
About Logan Ruthling, Cfa
Naturally curious with a strong attention to detail and positive attitude. Prefer to work smart and work hard with developed habits for success and a strong work ethic. Comfortable asking questions and navigating through corporate environments. Strong background in CFA curriculum, including Derivatives, Economics, Corporate Finance, Equity Investments, Fixed Income, Alternative Investments, Portfolio Management, and Financial Analysis and Reporting.
Listed skills include Teamwork, Management, Analytical Skills, Microsoft Excel, and 3 others.
Current workplace
Logan Ruthling, Cfa's current company
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Masonboro Advisors
5 roles
Logan Ruthling, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Analyst
- Work directly with a team of wealth managers providing equity, private equity, and fixed income research and monitoring. - Prepare hundreds of research reports on potential new and currently owned equity, private equity, and fixed income investments to augment portfolio management decisions.- Respond to daily requests for information regarding current investments and provided ad hoc analysis on individual equities and credits in response to client and wealth manager queries.-… Show more - Work directly with a team of wealth managers providing equity, private equity, and fixed income research and monitoring. - Prepare hundreds of research reports on potential new and currently owned equity, private equity, and fixed income investments to augment portfolio management decisions.- Respond to daily requests for information regarding current investments and provided ad hoc analysis on individual equities and credits in response to client and wealth manager queries.- Analyze internal and external data sources, including proprietary firm reports and quarterly and annual filings, to identify risks and trends in individual company performance relative to peers. - Attend information-gathering seminars, analyze government issued reports, and write weekly market updates to develop firm-wide macro-level views and investment themes for portfolio construction and idea generation.- Meticulously lead due diligence efforts into selecting third-party private asset managers, with a focus on avoiding underperforming managers and strategies, particularly in commercial real estate. Show less
Strategic Finance & Investor Relations Intern
Mar 2021 - Jun 2021
Finance Intern
nCino is the Worldwide Leader in Cloud Banking. - Created $65,000 of additional annual billing opportunities by analyzing customer data in Salesforce, ERP data, and hundreds of source contracts for missing sources of revenue. - Conducted an internal audit of a book of revenue opportunities acquired during nCino's acquisition of Visible Equity, a subsidiary.- Improved forecasting for performance prior to the firm’s IPO by ensuring completeness and accuracy of the underlying data… Show more nCino is the Worldwide Leader in Cloud Banking. - Created $65,000 of additional annual billing opportunities by analyzing customer data in Salesforce, ERP data, and hundreds of source contracts for missing sources of revenue. - Conducted an internal audit of a book of revenue opportunities acquired during nCino's acquisition of Visible Equity, a subsidiary.- Improved forecasting for performance prior to the firm’s IPO by ensuring completeness and accuracy of the underlying data. - Prepared spreadsheets, graphs, and other visuals in Excel for easy presentation of financial data to supervising manager and work group. Show less
Apr 2020 - Jun 2020
Americorps Intern
Bridges USA is a youth empowerment and social justice organization.- Wrote a policy proposal for increased youth representation that was signed by the Shelby County School Board.- Developed foundational skills in teamwork and communication by collaborating with all levels of the organization due to flat structure of Bridges.- Researched best practices in school systems across the country.
May 2011 - Jul 2014
2 education records
Logan Ruthling, Cfa education
Bachelor Of Business Administration (B.B.A.), Finance, General
Bachelor Of Business Administration - Bba, Finance, General
FAQ
Frequently asked questions about Logan Ruthling, Cfa
Quick answers generated from the profile data available on this page.
What company does Logan Ruthling, Cfa work for?
Logan Ruthling, Cfa works for Masonboro Advisors.
What is Logan Ruthling, Cfa's role at Masonboro Advisors?
Logan Ruthling, Cfa is listed as Portfolio Manager and Wealth Advisor at Masonboro Advisors.
What is Logan Ruthling, Cfa's email address?
AeroLeads has found 1 work email signal at @sheetssmith.com for Logan Ruthling, Cfa at Masonboro Advisors.
Where is Logan Ruthling, Cfa based?
Logan Ruthling, Cfa is based in Charlotte, North Carolina, United States while working with Masonboro Advisors.
What companies has Logan Ruthling, Cfa worked for?
Logan Ruthling, Cfa has worked for Masonboro Advisors, Sheets Smith Wealth Management, Inc., Ncino, Inc., and Bridges.
How can I contact Logan Ruthling, Cfa?
You can use AeroLeads to view verified contact signals for Logan Ruthling, Cfa at Masonboro Advisors, including work email, phone, and LinkedIn data when available.
What schools did Logan Ruthling, Cfa attend?
Logan Ruthling, Cfa holds Bachelor Of Business Administration (B.B.A.), Finance, General from Cameron School Of Business At Unc Wilmington.
What skills is Logan Ruthling, Cfa known for?
Logan Ruthling, Cfa is listed with skills including Teamwork, Management, Analytical Skills, Microsoft Excel, Communication, Salesforce, and Internal Audit.
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