Logan provides a variety of accounting and financial services to JDJ clients, including detailed net worth reporting and analysis of expenses, investment performance and account reconciliation, budgeting and cash flow projections, and payroll administration. Extremely conscientious and responsive, Logan provides a high level of service to JDJ clients, professional advisors, and colleagues.
Prior to joining JDJ, Logan was an associate at a multi-family office. In this role, he provided a wide range of operational accounting services for ultra-high net worth clients. His responsibilities included account reconciliation and analysis, budgeting, and special projects. In addition, he created a variety of customized financial reporting, including net worth, asset allocation, investment performance, and other metrics. He also maintained detailed balance sheet and profit & loss statements and prepared partnership tax returns for his clients.
Logan graduated from University of Maryland, College Park with a Bachelor of Arts in Economics and a Minor in Statistics.