Logan Bolick, CFA, CFP®

Wealth Advisor, Partner

Logan joined Altavista in 2013.  Logan believes in a comprehensive approach to financial advice which establishes investments and financial planning as means to accomplish client goals.  As Director of Research, Logan coordinates the Altavista Investment Committee, conducts investment analysis, compiles economic research and assesses financial market conditions. 

In addition, Logan implements the firm’s Investment Committee recommendations through trading strategies and rebalancing.  He also manages Altavista’s client reporting framework.  Logan is a CFA® charter holder and a member of the CFA Society of North Carolina.  Logan is also a CFP® professional.

Logan is a graduate of the Kenan-Flagler Undergraduate Business School at UNC-Chapel Hill.  He emphasized in finance while earning his Bachelor of Science in Business Administration.  As a student, Logan served as president of Kenan-Flagler’s Undergraduate Finance Club.  He is also an Eagle Scout.

It is common to find Logan up early on a Saturday morning to enjoy an English Premiere League match and a cup of coffee before a bike ride on the roads around Asheville.  He and his wife Sarah, a teacher and coach, are both Asheville natives.  They enjoy traveling and spending time with their daughter Sophia and family and friends.

"Our primary concern is to help our clients achieve their financial goals"