Adhesion Wealth Advisor Solutions
Chris Logan is an experienced IT professional currently serving as an Azure Cloud Engineer at Adhesion Wealth Advisor Solutions and an IT Security Specialist IV at Bank of America. With a solid background in IT security, system engineering, and cloud technologies, Chris has held leadership roles such as Lead System Engineer at OrthoCarolina, where mentorship and automation using Python and Powershell were key responsibilities. Previous positions include Building Information Analyst at HALL aec, Desktop Support Manager at Husqvarna Group, IT Manager at Alliance Credit Counseling, Research Assistant at UNC Charlotte, Operations Manager at h.h. gregg, and IT Support Analyst at Dolphin Computers. Chris possesses extensive knowledge in compliance and security scanning platforms, virtualized server environments, and network and asset management, supported by formal education at the University of North Carolina at Charlotte.
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Adhesion Wealth Advisor Solutions
Founded in 1999, Adhesion Wealth is a pioneer and industry leader in creating integrated, single-source managed account solutions customized to meet your business needs. Our intuitive tools help advisors provide SMA and UMA portfolios, bringing increased scale and flexible solutions to the forefront of your practice to help you provide better outcomes. Adhesion's multi-custodial UMA platform helps you provide clients with multiple products, models, and managers in a single account. Our integrated platform offers powerful options for creating sophisticated investment portfolios to address a wide range of market conditions and client objectives. The Adhesion platform not only offers customized solutions but a potential revenue stream through Direct and Personal Indexing. Direct indexing gives clients broad exposure to an asset class, like large-cap equities. Rather than buy a mutual fund or ETF, investors own the individual stocks that comprise an index. The customization comes in when advisors tweak which index components they buy—or don't buy—and in what proportions. We can also help you achieve tax alpha by incorporating pre-trade tax-aware considerations to ensure that client portfolios remain closely aligned with their investment goals and balance that with optimizing tax opportunities to help enhance after-tax total return. Adhesion's customizable overlay solution can address unique tax circumstances in a tax-efficient manner through tax-loss harvesting, gain/loss matching, avoiding wash sale violations, and delaying a trade until a short-term position goes long-term if there is no offset. Learn more: sales@adhesionwealth.com Adhesion Wealth is headquartered in Charlotte, NC. Our focus is enabling advisory firms to scale growth and maintain focus on client satisfaction. Adhesion Wealth Advisor Solutions, Inc. is an investment adviser registered with the U.S. SEC.