Spencer Logan

Photo: Spencer Logan

Logan's primary roles are to provide support to Schwab's reps and clients through the publication of equity research and portfolio management articles, answer equity research and product usage questions from clients and Schwab reps, deliver presentations to internal and external audiences, and assist in the enhancement of Schwab's equity research tools and services.

Logan joined Schwab in 2004, after working as a financial advisor at American Express Financial Advisors, a systems solutions specialist at IBM and at the University of Arizona.

He has a bachelor's degree in economics from the University of Arizona and a master's in Security Analysis and Portfolio Management from Creighton University in Omaha, Nebraska. Logan is also a 2012 Level II CFA Candidate.