Steve Logan is a Managing Director and Team Lead for the Citi Private Bank, Denver office. In this role, Steve leads a team of private bankers and oversees the wealth management needs of ultrahigh net worth clients and their families. Steve joined Citi Private Bank in 2012 and holds FINRA Series 7 and 66 licenses.
Prior to Citi, Steve was a Managing Director with J.P. Morgan Private Bank in Denver. Originally based in New York, he moved to Colorado in 2002, shortly after the company opened a new office in downtown Denver. Steve originally joined J.P. Morgan in 1999 as member of the Investment Bank and worked on M&A and capital raising transactions prior to moving to Denver. Before J.P. Morgan, Steve worked at both ING Barings and Citigroup as an Investment Banker.
Steve received a master’s degree in finance and strategic management from The Wharton School, University of Pennsylvania. He earned his undergraduate degree in economics and political science at Brown University. Steve is a member of the board of advisors for Project C.U.R.E. and is actively involved in the community.
Steve and his wife, Merry, have three children. Merry serves on the Executive Committee for the Colorado Ballet and their children attend both St. Anne’s and Mullen.