Extended for the summer by popular demand: get LOGICLY CORE or PORTFOLIO COACH and Pay nothing for 90 days! Click here to chat with sales

Investment & Portfolio Analytics Built By Experts

About LOGICLY

We empower and inspire confident outcomes.

LOGICLY is a comprehensive web-based analytics and portfolio management platform for advisors to automate their day-to-day portfolio management workload. With powerful technology like Portfolio Coach, LOGICLY is designed by experts to simplify investment management. It frees up advisors to focus more on clients, find new opportunities, mitigate the risks and better secure their client’s financial future. All while also building their own businesses. Life is getting more demanding. Client expectations are rising, while markets get ever faster and more complex, so the traditional ‘one size fits all’ approach no longer works. LOGICLY enables advisors to do more, in less time and show the value created.

Our History

In 2017, a group of market makers and traders realized there was a huge gap in the analytics market when it came to analytics around ETF liquidity. They set out to develop tools for the distribution and capital markets teams at ETF issuers, to help them better position their products.

The liquidity tools, which include our TruLiquidity ETF scoring, quickly expanded to include more tools to help answer complex quantitative questions for ETF issuers.

In our continued work with ETF issuers, it became apparent that the tools we were creating were used to answer inbound requests that wholesalers were receiving from financial advisors.

They were being asked questions about how to trade ETF products, how they compared to their current funds, and how they fit into their portfolios.

We began consulting with a select group of financial advisors, learning about their current workflows for fund screening and portfolio construction. In January of 2020, we launched LOGICLY, purposefully taking off the “ETF” and spelling incorrectly (as any FinTech would!). The LOGICLY platform is not only ETFs but includes single stocks and mutual funds with tailored workflows for financial advisors.

In September of 2021, we are launching the LOGICLY Portfolio Coach, a digital strategist on your team. The Portfolio Coach monitors your client portfolios across investment policies for asset allocation, risk, costs, income, ESG and tax. Providing you automatic alerts when portfolios deviate from those policies. Even further, the Coach suggests actions to take to get those portfolios back in-line with their policies and produces trade generation lists based on your decisions. The LOGICLY Portfolio Coach has your back.

2017

January

Our co-founders began developing a tool to help ETF issuers better navigate ETF liquidity.

2018

April

The ETFLogic toolset began to expand beyond trading and liquidity analytics to further help ETF Issuers.

December

Partnered with the New York Stock Exchange to power an ETF screener for NYSE ETF website visitors.

2019

January

Received strategic investment of $4M from ETFS Capital

April

Began consulting with financial advisors on their current portfolio workflows.

2020

January

The LOGICLY advisor workflows were announced at Inside ETFs

April

The LOGICLY Model Portfolio Marketplace launched to offer advisors a centralized resource to research model portfolios

2021

January

ETFLogic and TSX Inc. Collaborate to Deliver Innovative Analytics to Canada’s ETF and Wealth Management Industry.

September

The LOGICLY Portfolio Coach launches to financial advisors at the Inside ETFs and WealthStack conference.

2022

February

TMX strategic Investment

March

LOGICLY launches the new tiered subscription model: base, core, coach. 

Meet the Team

The LOGICLY team is made up of former market makers, traders, quants, and have years of experience within the ETF and investment industry.

All of this knowledge has helped the team focus on solving problems when it comes to the complex processes of investment research and portfolio construction.

CEO & Co-Founder

Emil Tarazi

Read More

CRO

Scott Egner

Read More
Colin Gloeckler

Chief Strategist

Colin Gloeckler, CFA

Read More
Steve Sullivan is the Head of Marketing and Advisor Engagement, Senior Writer at LOGICLY. He writes and edits all of the firm's content, from thought leadership articles to product-related updates and releases.

Head of Marketing

Stephen Sullivan

Read More

Head of Sales

Lindsey Tewell

Read More

Senior Web Developer

Eric Wexler

Read More
Andrew Unthank, Sales Development Representative at LOGICLY

Sales Development Representative

Andrew Unthank

Read More

Quantitative Developer

Kyle Moon

Read More

Product Manager

Arkadiy Birger

Read More

Content Marketing Associate

Dounya Hamdan

Read More

Marketing Associate

Leah McKenna

Read More

Lead Systems Architect

Robert Bisewski

Backend Developer

Lisandro Filloy

Advisory Board

BlackRock

Elya Schwartzman

Read More

Goldman Sachs

Mark Dehnert

Read More

Oppenheimer Funds, Invesco

Michael Eschmann

Read More

JPMorgan, RBC

Brian Tunick

Read More

Built for Financial Professionals

LOGICLY helps financial advisors and asset managers to navigate the investment landscape, build and analyze portfolios, and streamline communication around investments with customizable reporting capabilities.

Get Started

Complete and powerful investment analytics platform.

Phone: 929-333-3023

Linkedin-in Twitter Envelope Wordpress

Links

Subscribe for Updates

Recent Posts

Recent Posts

Copyright 2022 © Privacy Policy Terms of UseDisclaimer

Product Manager

Arkadiy Birger

Arkadiy Birger is the Product Manager at ETFLogic. He has more than 15 years of technology management experience as an analyst, project and program manager, and a product manager working with companies ranging from some of the world’s largest financial services firms to FinTech and software development companies.

Marketing Associate

Leah McKenna

After earning her BFA in Graphic Design from SUNY New Paltz, Leah McKenna joined our ETFLogic team in 2020. In addition to her primary role as Marketing Associate, Leah implements her knowledge of design through her content generation and contributions to the platform and beyond. Leah currently resides in Brooklyn, NY and spends her free time exploring the city and creating art.

Senior Web Developer

Eric Wexler

Vice President of Sales and Customer Success

Justin Smith

Justin is the Vice President of Sales and Customer Success at ETFLogic. Justin brings over seven years of wealth management experience, serving clients in the brokerage industry during the trough-to-peak period of the financial crisis rebound. He began his career in 2012 at UBS while attending college in Los Angeles, working with a successful private wealth management team. He was hired as a client service associate managing the day-to-day operations for a team at UBS after graduating from Menlo College. Eventually, he was a part of a successful client transition between brokerage firms, before going through the financial advisor program at Merrill Lynch. He left the industry in 2016, when he became interested in the evolution of financial technology and has been on the sales side of the industry since 2018.

Head of Sales

Lindsey Tewell

Lindsey Tewell is the Head of Sales for ETFLogic. Lindsey began her career on Wall Street at JPMorgan after graduating from Miami University (OH) in 2005. She worked in Private Banking, Investment Banking (Financial Institutions Coverage) and Sales & Trading over the 7 years she was there. In 2012, she left for the buy-side entering the ETF industry at ProShares as a founding member of their institutional sales effort. In 2016, she joined GFI Group, an inter-dealer broker, to launch the buy-side business for their electronic corporate bond trading platform. Lindsey is on the New York board of Women in ETFs and the Kentuckians of New York.

Chief Strategist

Colin Gloeckler, CFA

Colin works as Chief Strategist at ETFLogic. He brings more than 10 years of experience in the financial market industry. Most of his career, Colin worked on conceiving, developing and maintaining complex, highly data-consuming systems and algorithms. Most recently, he spent over five years working as a quantitative trader for one of the largest European proprietary trading firm. In his previous role, he led the design and deployment effort for the firm’s algorithmic trading architecture, while being actively involved in the management of systematic investment strategies in the Futures space. Colin holds a M.Sc. in Electrical Engineering from E.N.S.E.A. (France) as well as a M.Sc. in Quantitative Finance from Dauphine University (France). He has been a CFA Charterholder since 2018.
Colin Gloeckler

Senior Quantitative Developer

Vincent Chin

Vincent has over fifteen years of experience in financial markets and proprietary trading, in roles alternating between trader, quantitative developer, and technical product manager.

Quantitative Developer

Radosław Iglantowicz

Over 8 years of experience in various areas as developer, data engineer and futures trader.

Quantitative Developer

Kyle Moon

Kyle is a software engineer at ETFLogic. He graduated in 2020 from Lehigh University with a BS in Computer Science. An avid technologist and developer, Kyle enjoys working with high-throughput data pipelines and building intuitive user platforms. 

Sales Development Representative

Andrew Unthank

Andrew Unthank is a Sales Development Representative at ETFLogic, identifying and creating new qualified sales opportunities and works with our marketing team to generate content and engagement. Prior to ETFLogic Andrew was an Internal wholesaler at JPM Asset Management within Sub-Advisory and Define Contribution teams on the retail side. Andrew also spent time at BlackRock Trade Operations out of graduate school. Andrew received a Master of Science from Durham University in the United Kingdom. Andrew is an undergraduate Alum of University of Delaware, where he was a member of the Varsity Men’s Lacrosse team. Andrew enjoys playing golf, collecting watches and cooking as a personal interest.
Andrew Unthank, Sales Development Representative at LOGICLY

Black Rock

Elya Schwartzman

Elya Schwartzman is currently President of ES Investment Consulting LLC, an independent consultancy specializing in fixed income ETFs, indexing, and ETF tools and infrastructure. As the founder of independent consulting firm ESIC LLC, Elya provides advisory services to companies in the ETF ecosystem. ESIC works in close collaboration with existing teams to provide essential guidance to companies looking to launch, build, or upgrade their ETF products, systems, and procedures. Currently, Mr. Schwartzman is working with a large asset manager on the launch of their inaugural ETF product set. Additionally, Elya also provides independent research and content on the topics of investing, fixed income, indexing, and ETFs. (www.etflogic.io/blog and LinkedIn)

From 2010 until 2019, Mr. Schwartzman was a team leader and Senior Portfolio Manager at BlackRock, Inc. While at BlackRock, Mr. Schwartzman developed a team of eight fixed income portfolio managers, while designing and coordinating cutting-edge tools and processes for the ETF space. He oversaw $200B in AUM, including some of the largest and most recognized ETFs in the world (LQD, EMB, FLOT, etc.), and designed essential systems to support ETF primary markets and custom basket activity. He holds a US patent on a system for processing ETF custom baskets, developed during his time with BlackRock. Prior, from 1999 to 2010, Mr. Schwartzman was a Senior Portfolio Manager at State Street Global Advisors (SSGA), where he was instrumental in the initial launch of the fixed income ETF suite for SPDRs (JNK, CWB, etc.), and developed essential tools for the effective management of fixed income ETFs when they were nascent to the market. Mr. Schwartzman also has extensive experience designing and managing complex, bespoke fixed income portfolios for global institutional clients. Mr. Schwartzman holds an MBA from the MIT Sloan School of Management and a BA in Economics from Trinity College (CT).

Goldman Sachs

Mark Dehnert

Mark is the former Head of the Goldman Sachs Execution and Clearing (GSEC) business and oversees the Prime Services Risk and Product Development teams globally for Prime Services in the Securities Division. He is a member of the Firmwide Technology Risk Committee. Previously, he was head of the Quantitative Trading and Specialists business. Mark was named managing director in 2000, following Goldman Sachs’ acquisition of the Hull Group, and partner in 2002. Mark joined the Hull Group as a financial engineer in 1992. He spent time in both Europe and Asia working on exchange-based equity and option trading strategies and was named a principal at Hull in 1996. In 2002, Mark moved to New York to help develop a strategist group for the Equities Division. In 2004, he was named head of the Quantitative Trading business in Equities. Mark earned a BS and an MBA from Washington University in St. Louis.

Oppenheimer Funds, Invesco

Michael Eschmann

Michael Eschmann is a financial services executive with over 20 years of experience across sales, portfolio management, trading and capital markets. Most recently, Michael was Head of ETF Capital Markets within OppenheimerFunds’ Beta Solutions business. There, he was part of a team, which successfully grew a new business line to over $4.5billion AUM. Michael built and managed a team responsible for all external-trading relationships including those with market makers and sell side desks. They assisted clients with execution strategies, and ensured an efficient trading environment for the firms ETF line-up. Prior to that, Michael was Managing Director, and Co-Head of ETF Sales and Capital Markets at Direxion Investments, a pioneer in leveraged and inverse ETFs. Michael has been recognized as an ETF expert by various media outlets and publications including Barron’s, Morningstar, New York Times, Reuters, and Bloomberg. He holds a B.S in Finance from Fairfield University.

JPMorgan, RBC

Brian Tunick

Brian Tunick has been voted #1 retail analyst on Wall Street by buy-side clients for nine years in a row. He has a combined 24 years of experience at Bear Stearns, JP Morgan Chase and Royal Bank of Canada.

Capital markets interaction with equity capital markets, corporate sponsors and buy-side event driven investors. IPO’s and secondaries included ULTA, Lululemon, Canada Goose, Michael Kors, Burlington Stores, Stitch Fix etc.

Family office investor for past two years having invested in “Consumer 3.0” companies such as The Real Real, Glamsquad, Alpha (plant based) Foods, Hint Water, by Chloe, Bluestone Lane Coffee, Sneakercon Digital, etc.

Brian Tunick is an active member of XRC Labs, a NYC based consumer/tech accelerator program. He is an active fundraiser and mentor for two companies currently–Cherrypick.ai and Swivel Beauty–both run by women of color looking to modernize the cosmetic development cycle and the salon industry.

Head of Marketing

Steve Sullivan

Steve Sullivan is the Head of Marketing at LOGICLY and leads the firm’s marketing strategy, driving growth of the LOGICLY platform. As a writer and marketer, he’s equally comfortable at storytelling and implementing strategies that communicate the story, build brands, and drive results. With more than 20 years of experience in the financial services and advice industries, Steve has worked with FinTech firms and RIAs. While at Wealthcare Capital, a hybrid RIA, he built a marketing strategy that helped grow the firm’s AUM $600 million and transformed marketing into a revenue-producing team by organizing services into billable tiers. At Wealthcare and in other roles, including running his own writing and marketing agency, Steve has partnered extensively with financial advisors and RIAs in developing go-to-market strategies to grow advisory practices.

Steve Sullivan is the Head of Marketing and Advisor Engagement, Senior Writer at LOGICLY. He writes and edits all of the firm's content, from thought leadership articles to product-related updates and releases.

CRO

Scott Egner

With over 30 years of experience in the investment & financial advisory business, Scott oversees ETFLogic’s go-to-market strategy for its flagship LOGICLY platform. He is passionate about great product and even more excited about great service! He works closely with the marketing, product, and customer engagement & sales teams to provide the best platform and client experience for our customers. Scott has worked with the largest RIA custodians and broker dealers in the industry. Most recently, he spent almost ten years at TD Ameritrade helping to build out their managed solutions business that grew from less than $1b in AUM to almost $100b at the time of his departure.

Scott lives in Boston with his family but will likely never be a Boston sports fan having grown up outside of Philadelphia.

CEO & Co-Founder

Emil Tarazi

Emil is the CEO and Co-Founder of ETFLogic. Emil brings over fourteen years of financial markets experience, having been at the crossroads of trading and technology. He began his career on the UBS Program Trading desk where he designed and ran high frequency strategies and managed portfolio risk. At HSBC he worked on the Delta-1 desk trading ETFs and index swaps. Subsequently, at Cantor Fitzgerald he ran the firm’s ETF Lead Market Making (LMM) book, working closely with ETF issuers to list and trade their products. In 2017, with the intention of bringing increased transparency to the world of ETFs, he helped start ETFLogic. The focus is on delivering the high-quality tools and analytics he had developed throughout his career as a professional trader to a much wider audience, thus leveling the playing field for all investors.