Logan Robertson
Senior Reporting Associate
Logan is responsible for supporting the Beacon Pointe integration and operations teams to provide data reporting assistance. His duties include maintaining the firm’s data for performance reporting, providing internal support, and integrating external reporting/CRM systems following new office acquisitions. Prior to joining Beacon Pointe, Logan worked at Versant Capital Management, where he was responsible for managing client portfolios, fund due diligence, and investment data analysis. While earning his bachelor’s degree in Finance at Arizona State University, Logan was an analyst for the business school’s student-managed investment fund. Outside of the office, Logan enjoys sharpening his programming skills, skiing, and backpacking in the desert.
