Logan Snow

Logan Snow Email and Phone Number

Financial Analyst at Octavia Wealth Advisors @ Octavia Wealth Advisors
cincinnati, ohio, united states
Logan Snow's Location
Cincinnati, Ohio, United States, United States
Logan Snow's Contact Details

Logan Snow work email

Logan Snow personal email

n/a
About Logan Snow

Hi my name is Logan and I am a recent graduate from the University of Cincinnati with a major in business economics. I am interested in a career in investing and financial services. My strengths include critical thinking, due diligence, account reconciliation, analytical reasoning, data analysis, and communication. I am currently working as a Financial Analyst in Blue Ash, Ohio at Octavia Wealth Advisors.

Logan Snow's Current Company Details
Octavia Wealth Advisors

Octavia Wealth Advisors

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Financial Analyst at Octavia Wealth Advisors
cincinnati, ohio, united states
Website:
octaviawa.com
Employees:
25
Logan Snow Work Experience Details
  • Octavia Wealth Advisors
    Financial Analyst
    Octavia Wealth Advisors May 2024 - Present
    Blue Ash, Ohio, United States
  • Feg Investment Advisors
    Institutional Portfolio Analyst Intern
    Feg Investment Advisors May 2023 - May 2024
    Cincinnati, Ohio, United States
    -Reported performance data from mutual funds, hedge funds, comingled funds, separately managed accounts, and private capital funds within a client's portfolio -Performed asset allocation studies, private capital implementation models, and liquidity models for advisors to determine an investment strategy for their clients -Developed performance reports containing multiple composites that are disclosed to clients to measure the performance and status of their portfolio
  • University Of Cincinnati
    Investment Intern
    University Of Cincinnati Jan 2023 - Apr 2023
    Cincinnati, Ohio, United States
    Developed an Excel spreadsheet to analyze and evaluate discrepancies between the reported amounts of unfunded investments in private assets and the actual amounts of unfunded investments in private assets Created due diligence report of a private equity investment company in Excel to examine multiple fund performances of the investment company and the individual companies invested in within each fund Evaluated the attractiveness of a new fund by comparing past strategy and performance with relevant statistical industry averages including size of the fund, EBITDA multiple, net IRR, and gross MOIC Collaborated in cross-functional teams in finance, treasury, and real estate departments of the university to develop a cohesive plan to grow the university’s $1.3b endowment

Logan Snow Education Details

Frequently Asked Questions about Logan Snow

What company does Logan Snow work for?

Logan Snow works for Octavia Wealth Advisors

What is Logan Snow's role at the current company?

Logan Snow's current role is Financial Analyst at Octavia Wealth Advisors.

What is Logan Snow's email address?

Logan Snow's email address is ls****@****feg.com

What schools did Logan Snow attend?

Logan Snow attended University Of Cincinnati.

Who are Logan Snow's colleagues?

Logan Snow's colleagues are Anthony Hanna, Noah Stomberg, Glynnis Reinhart, Alicia Strohmeier, Lisa Bolden, Marc Wagner, Cfp®, Christopher Bertorelli, Cfp®, Cima®, Crpc®.

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