“Transforming Investment Strategies with AI | Founder & CEO of Surmount.ai | Passionate about Financial Literacy and Empowering Investors”
I'm Logan, the Founder and CEO of Surmount.ai, where we're revolutionizing the way people invest using advanced AI and automated trading strategies. My journey into the world of finance started in the sixth grade, inspired by my grandfather, a CPA/CFA, who taught me the fundamentals of investing and the power of disciplined strategy.
With over a decade of hands-on experience in the stock market, crypto investments, and even flipping real estate, I’ve built Surmount to democratize sophisticated investment tools for everyone, from beginners to seasoned pros. I’m passionate about financial literacy and believe that with the right knowledge and tools, anyone can take control of their financial future.
On podcasts, I love sharing insights on how automated investing with the right data, and support from AI can transform investment strategies, the importance of financial education, and personal stories from my investing journey. Whether it's discussing the latest market trends, breaking down complex financial concepts, or providing actionable investment tips, I'm here to engage, inform, and inspire your audience. Let's make investing accessible and exciting together!
Discover powerful investing strategies. Automate trades directly into any broker account. Embrace hands-free, smart investing tailored to your goals