Logan Morrow Email & Phone Number

Saratoga Springs, New York, United States

• Explain to prospects and clients the advantages of using a heavy-tail statistical model in the management of investment strategies and constructing forward projections in financial modeling. • Collect financial information from prospects and clients and use proprietary cloud-based statistical program to analyze risk capacity and objectives to make investment recommendations.• Continually monitor the performance of investments versus statistical models and make adjustments based on experienced performance and shifts to future objectives.• Manage client relationships and effectively communicate complex statistical concepts, such as risk and model performance, in a simple, clear and concise manner.

Greater New York City Area

• Work with portfolio managers, product team and attorneys to create client and financial advisor communications pertaining to time-sensitive changes to the UBS Funds, such as news about fee structures, changes to subadvisors and portfolio management changes. Manage relationship with printing and mailing vendors to ensure that both traditional mail and e-delivery communications are delivered to clients in a timely manner. • Work across functional departments to write, edit and distribute annual and semiannual shareholder letters for the UBS Funds. Interview portfolio managers about how their funds have performed over reporting period, write compelling narratives about the funds, receive input from attorneys, auditors and other groups, manage Sarbanes-Oxley approvals and work with printing and mailing vendors to ensure timely distribution.• Manage public relations for the UBS Funds by writing and distributing time-sensitive press releases on important changes, acquiring approval from key stakeholders and using BusinessWire to distribute to the public. Ensure that financial advisors, sales and relationship management staff are coached on how to respond to inquiries prior to public release of news.• Coordinate with the President of the UBS Funds, portfolio managers and senior marketing executives to create messaging that is pertinent and reflective of the firm’s capabilities. Create engaging marketing collateral designed to highlight the firm’s strengths and build prospective client interest in working with UBS Asset Management.

Greater New York City Area

•Create, edit and fact-check marketing materials for Lazard’s equity, fixed income, alternatives and mutual fund product lines, including fact sheets, quarterly commentaries and mutual fund reviews•Maintain ongoing communication with portfolio managers and senior marketing executives to establish project timelines and respond to ad hoc requests. Work closely with compliance and legal groups to ensure that all content meets company policies and guidelines

Greater New York City Area

•Service all product and distribution channels by completing RFP, RFI and due diligence requests.•Complete all firm due diligence requests, including contract renewals, sub-advisory due diligence questionnaires and compliance questionnaires.•Ensure the accurate and timely dissemination of information to the investment consultant community, keeping them up to date on the firm and the firm's investment services by completing quarterly and ad hoc requests and database questionnaires.

•Performed research on the railroad and railcar leasing industries with the intention of raising capital from international investors to launch a new railcar leasing venture•Developed marketing materials and prospectus that provide specific details on investment strategies and objectives pertaining to new railcar leasing venture to be distributed to potential investors worldwide•Communicated with bankruptcy attorneys and investment bank in Bahrain to formulate and implement recovery strategy pertaining to over six million dollars worth of leased assets involved in the Chapter 11 bankruptcy proceedings of former computer chip manufacturer, Qimonda North America

Greater New York City Area

•Performed industry research and organized financial data that assisted in the generation of equity research reports to be retailed to global institutional investors•Supported research team by providing pre-trade analysis and regular briefs on company specific developments that boosted the productivity of senior analysts•Examined research reports and matched their investment objectives with the objectives of specific institutional investors that assisted in the brokerage of these publications

Master Of Public Administration (Mpa)

• Acquired a wide range of managerial skills including strategic planning, financial modeling, budgeting, and public communications.

Tuck Business Bridge Program

• Attended a highly selective business immersion program providing rigorous instruction in accounting, corporate finance, financial.

B.A., History, Religion

Activities and Societies: University of the South Investment Club (Co-Founder & VP), Phi Gamma Delta Fraternity (Philanthropy Chair).