Meet the Team

We pride ourselves in being hands on and accessible. When it comes to your personal finance, you’re working with a family, not an institution.

Work with One of Us

Personalized service is all part of the deal when you work with Logan Wealth Management. You’re not just another number and we’re not just another faceless name. This partnership is about making sure you’re taken care of when it comes to investment planning, financial management, and assisting with monetary decisions.

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Timothy Logan

CFA

PRESIDENT AND CHIEF INVESTMENT OFFICER

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Julie Brough

CFA, CFP

EXECUTIVE VICE PRESIDENT AND PORTFOLIO MANAGER

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Derry Burns

No Credential

ASSOCIATE PORTFOLIO MANAGER

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Sanjay Makkar

CIM

ASSOCIATE PORTFOLIO MANAGER

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Malcolm Gilroy

No Credential

INVESTMENT COMMITTEE CHAIR

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Novlette Simpson

No Credential

CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER

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Hugh Innes

No Credential

INVESTMENT COMMITTEE MEMBER

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Aleks Oniszczak

No Credential

DIRECTOR OF TECHNOLOGY