Logan Macgray, Cfa Email and Phone Number
Logan Macgray, Cfa work email
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Logan Macgray, Cfa personal email
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Logan Macgray, Cfa phone numbers
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.
Stonecrop Wealth Advisors
View- Website:
- stonecropadvisors.com
- Employees:
- 6
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PresidentStonecrop Wealth AdvisorsWest Chester, Pa, Us -
Investment DirectorStonecrop Wealth Advisors Jan 2020 - PresentWest Chester, Pennsylvania, Us -
Investment AssociateCompass Ion Advisors Sep 2016 - Mar 2020Conshohocken, Pennsylvania, UsAnalyze 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. -
Financial Analyst IiAccess Group, Inc. Jul 2016 - Sep 2016West Chester, Pa, Us -
Financial Analyst IAccess Group, Inc. Dec 2015 - Jul 2016West Chester, Pa, UsUse 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 -
Investor Reporting AnalystAccess Group, Inc. Apr 2015 - Dec 2015West Chester, Pa, UsCreate 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 -
Investor/Advisor Relations AnalystSchreiner Capital Management, Inc. Nov 2012 - Mar 2015Provide 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. -
Pricing Specialist, Associate 1State Street Aug 2011 - Nov 2012Boston, Massachusetts, UsPrice 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. -
CustodianGordon College Physical Plant Sep 2007 - May 2011Wenham, Ma, UsCleaned the student center, athletic center, and library of Gordon College. -
TutorCollegebound Sep 2010 - Dec 2010Tutored middle school students from Lynn, MA, in all necessary subjects.
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Summer InternCompass Ion Advisors, Llc Jun 2010 - Aug 2010Conshohocken, Pennsylvania, UsProvided 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. -
Senior Camp CounselorCamp Win-Some May 2008 - Aug 2010Worked as a camp counselor from May-August in 2008, 2009, and 2010
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Summer InternCompass-Ion Advisors, Llc Jun 2009 - Aug 2009Conshohocken, Pennsylvania, UsAssisted with everyday activities around the officeCompleted paperwork for current and future clientsOccasionally attended meetings with clients
Logan Macgray, Cfa Skills
Logan Macgray, Cfa Education Details
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Gordon CollegeBusiness Administration -
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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