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About
Logan Clark, CFA, is a Portfolio Analyst at MainStreet Investment Advisors, LLC, based in Chicago, Illinois. In this role, he is responsible for investment analysis, portfolio construction, portfolio research, and client service, contributing to the firm's overall portfolio management and analytic initiatives.
Clark specializes in multi-asset portfolio research, with a focus on both equity and fixed income asset classes. His work encompasses economic analysis and security selection across a range of sectors, supporting the design and ongoing management of client investment strategies.
He previously served as Assistant Investment Research Analyst and Investment Research Assistant at Convergence Companies, where he gained experience in investment research and analytics. Clark earned dual Bachelor of Science degrees in Business Administration-Finance and Economics from the University of Missouri-Columbia, and holds the Chartered Financial Analyst (CFA) designation, evidencing his strong expertise in finance and investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MainStreet Investment Advisors, LLC | Portfolio Analyst | Apr 2023 to Present | Client Portfolio Management Interact directly with and build relationships of trust with bank clients through email and phone Responsible for servicing several hundred individual accounts associated w... |
| Convergence Companies | Assistant Investment Research Analyst | Jun 2021 to Mar 2023 | Conduct due diligence on ETFs, mutual funds, and stocks within our portfolio and on prospective investment products Detail the investment thesis for changes made to the portfolio and monitor the these... |
| Convergence Companies | Investment Research Assistant | Sep 2020 to May 2021 | Analyze mutual funds and ETFs in company portfolio Give recommendations on buying/selling holdings in portfolio Assist in model portfolio analysis |
| Captain Jim's Fireworks | Sales Assistant | Jun 2017 to Jul 2017 | Assisted customers in selecting products Stocked shelves |
| Mizzou Investment Fund Management | Sector Analyst | Aug 2020 to May 2021 | Manage Mizzou Investment Fund with group of Mizzou students Research and analyze holdings in a portion of the UM Endowment Portfolio Create analyst reports based on financial models Offer buy/sell rec... |
| PREMIER MOVING AND STORAGE INC | Mover | May 2019 to Aug 2019 | Moved furniture and belongings from one house to another Cleared items from businesses and schools Unloaded trucks at the warehouse |
| The Flower Stop | Flower Delivery Man | Dec 2017 to Feb 2019 | Delivered flowers to homes, businesses, and funeral homes |
| Rons Auto Body | Administrative Assistant | May 2015 to Aug 2017 | Assisted in all aspects of daily operations Ordered and sold auto parts Answered phone calls |
| Alton Park and Recreation | Soccer and Basketball Referee | Aug 2013 to Mar 2017 | Officiated recreational soccer and basketball Supervised and evaluated other referees |
Education
University of Missouri-Columbia
Bachelor of Science -Business Administration-Finance, Bachelor of Applied Science-Economics, Finance & Economics
2017 — 2021
Others at Mainstreet Investment Advisors LLC (8)
| Name | Role | Location |
|---|---|---|
 | Senior Portfolio Manager | Chicago, IL , United States |
 | Portfolio Manager | Glen Ellyn, IL , United States |
 | Senior Investment Analyst | Chicago, IL , United States |
 | Portfolio Analyst | Chicago, IL , United States |
 | Senior Portfolio Manager - Vice President | Cincinnati, OH , United States |
 | Head of Investments | Chicago, IL , United States |
C Chuck Simko | Senior Portfolio Manager | United States |
 | Portfolio Analyst | Chicago, IL , United States |
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 | Partner | North Star Investment Management Corp. | Highland Park, IL , United States |
 | Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States |
A Andrea Wirth | Research Associate | Oak Ridge Investments LLC | Chicago, IL , United States |
A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |
