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Kathy Logan

Client Advisory

Biography

Kathy Logan is a Practice Operations Director in the New York office. With over 20 years of industry experience, Kathy works closely with clients, advisors and investment professionals to help ensure that clients’ goals and planning strategies are aligned with their investments. In addition, Kathy oversees complex client onboarding and implements operational efficiencies throughout the practice.

Prior to joining Cerity Partners, Kathy was the Manager of Client Relations for the Wacht Group and served as a Vice President, Compliance & Operations and Options Trader at Shufro Rose & Co., LLC.

In her spare time Kathy is a Parent Coordinator and Fundraising associate for the Kings Bay Youth Football program based in Brooklyn, NY.

Learn more about my practice.

Education

  • B.S. in Business Administration from the University of Phoenix.

Highlights

  • Series 7 & 63

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.