Matt Logan Rise North Capital Founder & Managing Partner. Matt Logan maintains a CLU (Chartered Life Underwriter) Certification and a wealth of experience as a visionary and executive leader.
Education
Matt Logan, Rise North Capital Founder & Managing Partner, is extensively educated and trained in services. Logan is a proud alumnus of Curry College, where he set the foundation for his future career. After completing his Bachelor’s degree, he continued on to venture towards the world of finance. This decision not only shaped his career as a whole, but also his life. Years later, Logan has solidified himself as an innovator, leader, visionary and even a mentor in the finance and wealth management world.
In addition to his degree from Curry College, Matt Logan also maintains the following certifications from The American College:
- HS311 – Fundamentals of Insurance Planning
- HS330 – Estate Planning
- HS300 – Planning Process
- HS321 – Income Taxation
- HS326 – Planning for Retirement Needs
- HS323 – Individual Life Insurance
- HS324 – Life Insurance Law
- HS331 – Planning for Business Owners and Professionals
- Chartered Life Underwriter (CLU)
Founder & Managing Partner
Matt Logan is the Founder and Managing Partner of Rise North Capital, a services organization. Backed by a multitude of experience in executive leadership roles in the wealth management services arena, Logan is well equipped to stand at the helm of Rise North Capital. Through sheer perseverance (and a whole lot of support from an encouraging family), Logan has risen through the ranks from a young professional striving for more to a founder and managing partner of his own services outfit. To say that entering the finance and wealth management sphere changed his life would be an understatement.
Prior to founding Rise North Capital, Matt Logan stood as the Vice President (VP) of Concord Wealth Management. A formative experience, Logan established himself as a capable and reliable executive leader through his role at Concord Wealth Management.
