Investment & Portfolio Analytics Built By Experts

About Logicly

Logicly is a comprehensive web-based analytics and portfolio management platform for advisors to automate their day-to-day portfolio management workload. With powerful features 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.

Meet the Team

The ETFLogic 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

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Head of Sales

Lindsey Tewell

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Chief Strategist

Colin Gloeckler, CFA

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Vice President of Sales

Justin Smith

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Senior Quantitative Developer

Vincent Chin

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Senior Web Developer

Eric Wexler

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Quantitative Developer

Radosław Iglantowicz

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Marketing Associate

Leah McKenna

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Quantitative Developer

Kyle Moon

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Advisory Board

BlackRock

Elya Schwartzman

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Goldman Sachs

Mark Dehnert

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Oppenheimer Funds, Invesco

Michael Eschmann

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JPMorgan, RBC

Brian Tunick

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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.

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Complete and powerful investment analytics platform.

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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.

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.

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.

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).

Quantitative Developer

Kyle Moon

Marketing Associate

Leah McKenna

Quantitative Developer

Radosław Iglantowicz

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

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.

Chief Strategist

Colin Gloeckler, CFA

Colin works as Chief Strategist at ETFLogic. He brings more than seven 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.

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.

Vice President of Sales

Justin Smith

Senior Web Developer

Eric Wexler

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.