G. Spencer Logan, CFA, CAIA

George Spencer Logan

Senior Vice President, Portfolio Manager

Professional Profile

G. Spencer Logan, CFA®, CAIA®, is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Dallas, Texas. In this role, he is responsible for creating and maintaining institutional investment strategies for foundations, endowments, and non-profit organizations. In addition, he constructs personalized strategies for individuals and families utilizing a broad range of wealth management services, including financial planning and wealth strategies. This includes assisting clients with establishing their goals and objectives, and working towards developing an appropriate overall strategy. Through his periodic reviews, Spencer works closely with clients to monitor the appropriateness of the strategies he has implemented and evaluates progress towards reaching their initial objectives. In addition, he supports clients in navigating through changing market environments to provide ongoing guidance in the areas of asset allocation, risk management, tax-minimization, retirement, intergenerational equity and multi-generational strategies.

Prior to joining Bank of America Private Bank, Spencer was a Director and Investment Specialist with Harbor Capital Advisors. Previously, he had Senior Quantitative Equity Analyst and Portfolio Manager roles with Charles Schwab.

Spencer earned his Master of Science in Investment Management and Portfolio Analysis from Creighton University, and B.A. in Economics from the University of Arizona. Spencer is a CFA® and CAIA® charterholder.

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.

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For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.