Logan W. Allin

Head of Strategy & Client Experience at CIBC Private Wealth Advisors, Inc.

Logan W. Allin

Logan W. Allin

Head of Strategy & Client Experience at CIBC Private Wealth Advisors, Inc.

Overview
Career Highlights

Rutherford Vineyard Partnership LLC
ONEHOPE, Inc. - California

RelSci Relationships

1258

Number of Boards

3

Relationships
RelSci Relationships are individuals Logan W. Allin likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Investment Officer at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Founder at SPI Partners LLC

Relationship likelihood: Strong

Investment Partner at Fin Venture Capital LLC

Relationship likelihood: Strong

Director & President at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Co-Founder at Aiera, Inc.

Relationship likelihood: Strong

General Counsel, CIBC Private Wealth Group, LLC & CIBC National Trust Company at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

General Counsel, CIBC Private Wealth Management at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Head of Fixed Income at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Senior Account Supervisor, Corporate & Financial Communications at Edelman, Inc.

Relationship likelihood: Strong

Chief Administrative Officer at CIBC Private Wealth Advisors, Inc.

Relationship likelihood: Strong

Paths to Logan W. Allin
Potential Connections via
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Logan W. Allin
Head of Strategy & Client Experience at CIBC Private Wealth Advisors, Inc.
Family Members
Spouse
Senior Account Supervisor, Corporate & Financial Communications at Edelman, Inc.

Daniel J. Edelman, Inc. provides public relations and strategic communication services. The firm's services include financial communications, investor relations, corporate affairs, diversity marketing, litigation, and public affairs. It provides services to the consumer, health, and technology industries. The company is headquartered in Chicago, IL.

Education
MSM
Class of 2013

The Stanford Graduate School of Business has built an international reputation based on its innovative programs, which include: Two-year MBA Program, designed to educate business leaders One-year Stanford Sloan Master’s Program for mid-career executives PhD Program for future academics Executive Education programs for experienced managers Faculty research program Academic programs, including the two-year MBA, the 12-month Sloan Master's Program, and the PhD program, create a transformational student experience that reflects the tagline: Change lives. Change organizations. Change the world. Today the state-of-the-art Knight Management Center complex enables Stanford's innovative, globalized MBA curriculum, offering flexible classroom spaces for hands-on experiential learning small-group leadership labs, and team-based learning. It engages faculty and students across Stanford University, as well as alumni, global executives, and the broader world community.

BA in Public Policy & Political Science

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Career History
Managing General Partner & Founder
2018 - Current

FVC invests in companies located globally and primarily in the US. The firm targets companies operating in the fields of financial and technology services. They provides financing in the form equity and debt for early stage, growth and late stage capital requirements with an investment size ranging from $500K to $25 millon. Firm also makes co-investments and also participates in follow-on funding with takes board seat.

Head of Strategy & Client Experience
Current

CPWA has an investment policy committee that oversees their investment policies and strategies. The firm offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow client’s assets. CPWA utilizes both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.

Advisor
Current

Price Technologies, Inc. provides price-comparison search engine. Its products include fitness trackers, zesters, ecobee thermoststs, footballs and battle ropes. The company was founded by RJ Jain in 2016 and is headquartered in San Francisco, CA.

Boards & Committees
Member, Advisory Board
Current

K5 Family Office Fund invests in real estate and alternative asset classes.

Member, Advisory Board
Current
Transactions
Details Hidden

Rutherford Vineyard Partnership LLC raised money in a private placement transaction

Details Hidden

Rutherford Vineyard Partnership LLC raised money in a private placement transaction

Investments
Details Hidden

ONEHOPE, Inc. engages in the production and selling of wine and coffee. Its brands include viaONEHOPE, Estate8, and Foundation. The company was founded by Jacob Kloberdanz, Thomas Leahy, Blake Petty, Brandon Hall, Tiffany Wojtkiewicz, Sarah Gora McPeake, Logan W. Allin and Kristen Lyn Shroyer in 2007 and is headquartered in Santa Ana, CA.

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