Logan Macgray, Cfa

Logan Macgray, Cfa Email and Phone Number

West Chester, PA, US
Logan Macgray, Cfa's Location
West Chester, Pennsylvania, United States, United States
Logan Macgray, Cfa's Contact Details

Logan Macgray, Cfa personal email

Logan Macgray, Cfa phone numbers

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.

Logan Macgray, Cfa's Current Company Details
Stonecrop Wealth Advisors

Stonecrop Wealth Advisors

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President
West Chester, PA, US
Employees:
6
Logan Macgray, Cfa Work Experience Details
  • Stonecrop Wealth Advisors
    President
    Stonecrop Wealth Advisors
    West Chester, Pa, Us
  • Stonecrop Wealth Advisors
    Investment Director
    Stonecrop Wealth Advisors Jan 2020 - Present
    West Chester, Pennsylvania, Us
  • Compass Ion Advisors
    Investment Associate
    Compass Ion Advisors Sep 2016 - Mar 2020
    Conshohocken, Pennsylvania, Us
    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.
  • Access Group, Inc.
    Financial Analyst Ii
    Access Group, Inc. Jul 2016 - Sep 2016
    West Chester, Pa, Us
  • Access Group, Inc.
    Financial Analyst I
    Access Group, Inc. Dec 2015 - Jul 2016
    West Chester, Pa, Us
    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
  • Access Group, Inc.
    Investor Reporting Analyst
    Access Group, Inc. Apr 2015 - Dec 2015
    West Chester, Pa, Us
    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
  • Schreiner Capital Management, Inc.
    Investor/Advisor Relations Analyst
    Schreiner Capital Management, Inc. Nov 2012 - Mar 2015
    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.
  • State Street
    Pricing Specialist, Associate 1
    State Street Aug 2011 - Nov 2012
    Boston, Massachusetts, Us
    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.
  • Gordon College Physical Plant
    Custodian
    Gordon College Physical Plant Sep 2007 - May 2011
    Wenham, Ma, Us
    Cleaned the student center, athletic center, and library of Gordon College.
  • Collegebound
    Tutor
    Collegebound Sep 2010 - Dec 2010
    Tutored middle school students from Lynn, MA, in all necessary subjects.
  • Compass Ion Advisors, Llc
    Summer Intern
    Compass Ion Advisors, Llc Jun 2010 - Aug 2010
    Conshohocken, Pennsylvania, Us
    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.
  • Camp Win-Some
    Senior Camp Counselor
    Camp Win-Some May 2008 - Aug 2010
    Worked as a camp counselor from May-August in 2008, 2009, and 2010
  • Compass-Ion Advisors, Llc
    Summer Intern
    Compass-Ion Advisors, Llc Jun 2009 - Aug 2009
    Conshohocken, Pennsylvania, Us
    Assisted with everyday activities around the officeCompleted paperwork for current and future clientsOccasionally attended meetings with clients

Logan Macgray, Cfa Skills

Financial Analysis Portfolio Management Financial Research Valuation Bloomberg Morningstar Microsoft Excel Salesforce Stata Databases Customer Service Python Microsoft Office Act Database Evolve

Logan Macgray, Cfa Education Details

  • Gordon College
    Gordon College
    Business Administration
  • Wilmington Christian School
    Wilmington Christian School

Frequently Asked Questions about Logan Macgray, Cfa

What company does Logan Macgray, Cfa work for?

Logan Macgray, Cfa works for Stonecrop Wealth Advisors

What is Logan Macgray, Cfa's role at the current company?

Logan Macgray, Cfa's current role is President.

What is Logan Macgray, Cfa's email address?

Logan Macgray, Cfa's email address is lo****@****ail.com

What is Logan Macgray, Cfa's direct phone number?

Logan Macgray, Cfa's direct phone number is +130252*****

What schools did Logan Macgray, Cfa attend?

Logan Macgray, Cfa attended Gordon College, Wilmington Christian School.

What are some of Logan Macgray, Cfa's interests?

Logan Macgray, Cfa has interest in Children.

What skills is Logan Macgray, Cfa known for?

Logan Macgray, Cfa has skills like Financial Analysis, Portfolio Management, Financial Research, Valuation, Bloomberg, Morningstar, Microsoft Excel, Salesforce, Stata, Databases, Customer Service, Python.

Who are Logan Macgray, Cfa's colleagues?

Logan Macgray, Cfa's colleagues are Jessica Chominski.

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