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Logan Sugarman, CFA

Opportunistic and mission driven investor and operator
New York, New York, United States
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
Summarize Logan Sugarman, CFA’s background before I meet with them
Profile Image for Logan Sugarman, CFA

Logan Sugarman, CFA

Opportunistic and mission driven investor and operator
New York, New York, United States
SummaryAI Assisted Badge

Logan Sugarman, CFA, is a highly accomplished entrepreneur, investor, and wellness enthusiast based in the United States. He is the founder of Refresh, a premier on-demand wellness concierge service that offers in-home yoga, massage, Pilates and mindfulness training. He is also the founder of Blockchain Triangle and Balcony Partners LLC, and previously served as the Portfolio Manager at Midsummer Capital LLC and Swiss Re.

Logan has a diverse educational background, having studied Bachelor of Arts (B.A.) in Economics, Psychology, and Computer Science at The Johns Hopkins University. He attended high school at St. Paul Academy and Summit School, where he was a standout student and leader in his class.

Throughout his career, Logan has gained significant experience in investment management, risk management, and strategy development. He has held various investment leadership positions at organizations such as Permanent Capital, Kinyan Capital LLC, and Exis Capital Management LLC. He has also worked as a system engineer at Accenture, where he honed his technical skills and gained exposure to various industries.

In his free time, Logan is an avid wellness enthusiast who enjoys practicing yoga, meditation, and Pilates. His passion for wellness led him to launch Refresh, a one-of-a-kind wellness concierge service that aims to help people live their best lives.

This public profile is provided courtesy of Clay. All information found here is in the public domain.