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.
In December 2021, Logan was honored with JDJ's peer-nominated Capturing and Recognizing Excellence (CARE) award for his ongoing commitment to clients and colleagues. Logan thinks critically, anticipates client questions, and juggles multiple pressing client requests, earning the confidence of clients and the respect of his teammates. Logan takes his responsibilities seriously, putting in additional time when needed, but he keeps morale high by bringing humor and a lighthearted energy to his work. During team transitions in 2021, Logan stepped up to provide additional support on client relationships across JDJ teams, despite already having a full workload. Team members also praised Logan for his willingness to help others through training and by sharing tools and tips to improve efficiency.
Logan graduated from University of Maryland, College Park with a Bachelor of Arts in Economics and a Minor in Statistics. Logan is a member of JDJ’s Best Practices Group, a committee responsible for standardizing and documenting JDJ’s client service policies and procedures.