Profile
Mr. Logan P.
Moulton is an Investment Analyst & Portfolio Manager at Waterloo Capital LP.
He helps lead the investment team managing and trading both of Waterloo’s internal tactical and strategic models.
He and the team use a top-down investment strategy with the combination of Waterloo’s proprietary Newton model and technical analysis to construct, trade, and monitor portfolios.
With the help of investment team, he also writes and presents market commentary to keep clients and advisors up to date on recent market trends.
He graduated Summa Cum Laude from Ohio State University specializing in Finance with a 4.0 GPA.
Logan Moulton active positions
Companies | Position | Start |
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Waterloo Capital LP
Waterloo Capital LP Investment ManagersFinance Waterloo Capital LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by John Chatmas and John Ghiselli in 2012. Waterloo Capital provides investment solutions to high-net-worth and institutional clientele. | Analyst-Equity | 2019-09-30 |
Training of Logan Moulton
The Ohio State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Waterloo Capital LP
Waterloo Capital LP Investment ManagersFinance Waterloo Capital LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by John Chatmas and John Ghiselli in 2012. Waterloo Capital provides investment solutions to high-net-worth and institutional clientele. | Finance |
- Stock Market
- Insiders
- Logan Moulton