Logan Byron

Background

About Logan Byron

I hold a Master of Science in Finance and a Bachelor of Arts in Economics from the University of Colorado Boulder, with experience spanning fintech, wealth management, and academic consulting. My background combines traditional finance with innovative technology, enabling me to analyze markets, build models, and deliver insights that support better decisions. Currently, I’m a Product & Go-To-Market Associate at Socratics AI, where I develop AI-driven financial models, such as three-statement models, DCF valuations, and KPI dashboards, and translate complex data into actionable insights for partners. I enjoy bridging financial expertise with technology to create scalable, client-focused solutions. Alongside my fintech work, I remain highly interested in wealth management. At Morgan Stanley, I supported portfolio rebalancing, asset allocation, and performance reporting for high-net-worth clients. Combined with previous leadership roles, these experiences reflect my passion for helping clients achieve their goals through both innovative tools and traditional advisory.