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Logan Macgray, Cfa Email & Phone Number
President
at
Stonecrop Wealth Advisors
1 work email found
@stonecropadvisors.com
3 phones found area 302 and 610
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
West Chester, Pennsylvania, United States
Company size
Who is Logan Macgray, Cfa? Overview
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Quick answer
Logan Macgray, Cfa is listed as President at Stonecrop Wealth Advisors, a with 6 employees, based in West Chester, Pennsylvania, United States. AeroLeads shows a work email signal at stonecropadvisors.com, phone signal with area code 302, 610, and a matched LinkedIn profile for Logan Macgray, Cfa.
Logan Macgray, Cfa previously worked as Investment Director at Stonecrop Wealth Advisors and Investment Associate at Compass Ion Advisors. Logan Macgray, Cfa holds Ba, Finance, Business Administration from Gordon College.
Company email context
Email format at Stonecrop Wealth Advisors
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*@stonecropadvisors.com
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AeroLeads found 1 current-domain work email signal for Logan Macgray, Cfa. Compare company email patterns before reaching out.
Profile bio
About Logan Macgray, Cfa
At Stonecrop Wealth Advisors, we are committed to guiding our clients toward a more prosperous and purposeful future. Our approach to financial planning goes beyond numbers, focusing on aligning financial goals with personal values, faith and long-term aspirations.Whether it’s faith-based investing, financial planning, or generational estate planning, we help individuals, families, and institutions achieve a deeper sense of fulfillment through their financial decisions. We believe true financial success is not just about wealth, but about using it to live a life rich in purpose, joy, and meaning.Investment advisory services offered through Stonecrop Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
Listed skills include Financial Analysis, Portfolio Management, Financial Research, Valuation, and 11 others.
Current workplace
Logan Macgray, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Stonecrop Wealth Advisors
13 roles
Logan Macgray, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Director
Current
Jan 2020 - Present
Investment Associate
Analyze and research current and potential portfolio positions.Create and maintain institutional and private wealth portfolio performance reports.Rebalance client portfolios on an annual basis.Participate as a non-voting member of the investment committee.Attend institutional board meetings.Execute bulk trading for all clients.Analyze Monte Carlo sensitivity analysis for financial planning clients.
Sep 2016 - Mar 2020
Financial Analyst Ii
Jul 2016 - Sep 2016
Financial Analyst I
Use Intex to project and analyze cashflows from securitization residualsPrepare the annual balance sheet and income statement for Access GroupAssist in creating the annual Management Operating Plan
Dec 2015 - Jul 2016
Investor Reporting Analyst
Create monthly investor reports for company securitizationsAnalyze student loan collateral within the company's Asset Backed SecuritiesPrepare reports to send to Fitch and Moody's regarding the private student loan delinquency ratesRemain familiar with regulations in the student loan industryAd hoc projects based on different statistics related to the student loan portfolios
Apr 2015 - Dec 2015
Investor/Advisor Relations Analyst
Provide services for all client inquiries including but not limited to; IRA distributions and contributions, new account set up, transfer of assets, etc.Trade client accounts based on trading signals from proprietary algorithms, or to allow for upcoming distribution.Active member of the investment committee, which includes research for possible trading systems.Co-manage Schreiner Capital Management's Long/Short Volatility strategy.Create monthly performance composites.Analyze returns on a monthly, quarterly, and yearly basis and compare to benchmark returns.Develop Excel macros for running portfolio attribution reports.
Nov 2012 - Mar 2015
Pricing Specialist, Associate 1
Price mutual funds using auto prices and manual prices for held securities.Provide NAV for mutual funds after they are priced at a daily, strict deadline.When a price does not come in through the auto price feed it is found using; Bloomberg, Reuters, IDC, or JPMorgan.Interact with many different investment vehicles including; equities, fixed income, swaps, REITS, and futures.
Aug 2011 - Nov 2012
Custodian
Cleaned the student center, athletic center, and library of Gordon College.
Sep 2007 - May 2011
Tutor
Collegebound
Tutored middle school students from Lynn, MA, in all necessary subjects.
Sep 2010 - Dec 2010
Summer Intern
Provided financial analysis and research to support the firm's financial planning services.Planned and organized events between advisors and prospective clients.Observed meetings between the advisors and their clients.
Jun 2010 - Aug 2010
Senior Camp Counselor
Camp Win-Some
Worked as a camp counselor from May-August in 2008, 2009, and 2010
May 2008 - Aug 2010
Summer Intern
Assisted with everyday activities around the officeCompleted paperwork for current and future clientsOccasionally attended meetings with clients
Jun 2009 - Aug 2009
2 education records
Logan Macgray, Cfa education
Ba, Finance, Business Administration
Gordon College
Education record
Wilmington Christian School
FAQ
Frequently asked questions about Logan Macgray, Cfa
Quick answers generated from the profile data available on this page.
What company does Logan Macgray, Cfa work for?
Logan Macgray, Cfa works for Stonecrop Wealth Advisors.
What is Logan Macgray, Cfa's role at Stonecrop Wealth Advisors?
Logan Macgray, Cfa is listed as President at Stonecrop Wealth Advisors.
What is Logan Macgray, Cfa's email address?
AeroLeads has found 1 work email signal at @stonecropadvisors.com for Logan Macgray, Cfa at Stonecrop Wealth Advisors.
What is Logan Macgray, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 302, 610 for Logan Macgray, Cfa at Stonecrop Wealth Advisors.
Where is Logan Macgray, Cfa based?
Logan Macgray, Cfa is based in West Chester, Pennsylvania, United States while working with Stonecrop Wealth Advisors.
What companies has Logan Macgray, Cfa worked for?
Logan Macgray, Cfa has worked for Stonecrop Wealth Advisors, Compass Ion Advisors, Access Group, Inc., Schreiner Capital Management, Inc., and State Street.
Who are Logan Macgray, Cfa's colleagues at Stonecrop Wealth Advisors?
Logan Macgray, Cfa's colleagues at Stonecrop Wealth Advisors include Jessica Chominski.
How can I contact Logan Macgray, Cfa?
You can use AeroLeads to view verified contact signals for Logan Macgray, Cfa at Stonecrop Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Logan Macgray, Cfa attend?
Logan Macgray, Cfa holds Ba, Finance, Business Administration from Gordon College.
What skills is Logan Macgray, Cfa known for?
Logan Macgray, Cfa is listed with skills including Financial Analysis, Portfolio Management, Financial Research, Valuation, Bloomberg, Morningstar, Microsoft Excel, and Salesforce.
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