THE LISOWSKI LEDGER
Read time 6 min  ·  Vol. I · No. 1 · May 2026

Logan Lisowski

Orlando, FL  ·  Finance & Advisory

Portrait of Logan Lisowski

Hi, I’m Logan Lisowski. I’d love for us to get to know each other, so here’s a little about myself.

The question that has shaped most of my undergraduate work is a simple one: what earns a client the right to trust you with the next decision? Trust is the only thing that compounds in advisory work, and the last four years have been an attempt to understand how it gets built.

I tested that thinking most directly in my senior research under Professor Marc Sardy. I screened 1,488 ISINs and isolated 60 Chinese serial acquirers across 308 deals. The study found that high-ESG acquirers outperformed low-ESG peers by 2.14 percentage points in post-acquisition ROA, robust across 1,000 placebo permutations with zero false positives. It is the cleanest result I have produced and the project I am most proud of.

The discipline behind that study came from two years as Vice President of Investment Research at the Rollins Student Investors Network. I covered a hundred equities across eight sectors, working in Bloomberg and FactSet every week. The lesson that stuck: the model almost never holds the opinion. The opinion lives in the assumptions, and the only real question is whether you were honest with yourself when you made them. The portfolio I helped manage outperformed the S&P 500 by two and a half percent over my tenure.

Alongside the research, I have worked four sides of the desk. I co-founded SFIN Media sophomore year and ran it to ten thousand plus a month in recurring revenue. At b+h Polymers I produced weekly variance reporting against $6M in spend and modeled IRR for a $4.2M Mexico City JV decision. At EdgeFinder I built a Python screener tracking 200 indicators that hit a 63% win rate on nine years of futures data. At Kin Homes Solar I closed $450K in residential contracts in five months. Each role was a different version of the same lesson: the work isn’t done until someone on the other side can use it.

I graduated Rollins in May 2026 with a 3.8 GPA, Magna Cum Laude, and the SIE in hand. I want my next role to take the research seriously and the client side just as seriously. Wealth advisory, capital markets, or FP&A. Somewhere a decision actually depends on what I put on the page.

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GPA, Magna Cum Laude
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FP&A spend tracked
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Backtest win rate
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ISINs screened in M&A study
01 · Context

Rollins. Sydney. Madrid.

Filed under
Finance · Advisory
Markets · FP&A
Credentials
SIE · Bloomberg
FactSet · Excel
Education
Rollins College
Sydney · Madrid
Note
“The client relationship is the asset.”
Working thesis The client relationship is the asset. The research is how you earn the right to keep it.
02 · Work

Four rotations across markets, FP&A, and client books.

May 2025 – Apr 2026Orlando, FL
b+h Polymers Inc.
Financial Analyst & BD Intern
  • Produced weekly actuals vs. budget reports tracking $6M in spend across virgin and recycled polymer projects.
  • Modeled IRR and payback for a Mexico City JV, stress-testing 4 capex paths behind a $4.2M allocation decision.
  • Rebuilt company site architecture and SEO, supporting BD operations with 60% higher inbound engagement.
The Mexico City JV analysis walked leadership through four capex scenarios at different throughput assumptions. The site rebuild supported the BD pipeline and doubled organic inbound inside one quarter.
Jan 2025 – May 2025Orlando, FL
Kin Homes Solar
Solar Consultant
  • Generated $450K in residential contracts, applying CRM tracking to convert 1 in 4 prospects in 5 months.
  • Used CRM-based lead scoring and reporting to beat weekly quotas by 25%, ranking 3rd on a 14-rep team.
  • Translated complex tax credit and financing structures into clear client summaries, lifting conversion rate by 30%.
Closed $450K in five months with the studio-style client briefings that later carried over into the advisory framing on this site. Learned to read a room and a rate sheet in the same afternoon.
Aug 2024 – Jan 2025Orlando, FL
EdgeFinder
Trading Analyst
  • Built a Python analytics tool tracking 200 indicators across markets, delivering data-driven analysis to the trade team.
  • Backtested a 9-year futures data set, producing a 63% win rate signal validated by rigorous statistical analysis.
  • Built 50 analysis libraries across momentum, mean-reversion, and breakout strategies, used by retail clients.
Stack: Python with pandas and statsmodels for screening and backtests; SQL for data joins; Bloomberg and FactSet exports as primary feeds.
Customers: retail traders running momentum and mean-reversion strategies.
May 2023 – Aug 2024Orlando, FL
SFIN Media
Co-Founder & Financial Operations Lead
  • Co-founded a digital agency, driving 30% more inbound leads and lifting client revenue 45% across 14 months.
  • Built Excel dashboards with pivot tables tracking CAC, LTV, ROAS, and churn, cutting client costs 35%.
  • Delivered monthly variance reports linking $50K ad spend to $850K in tracked client revenue per account.
Co-founded the agency during sophomore year. Ran cash flow, invoices, and client reporting end-to-end. The habit of monthly variance decks has stuck.
03 · Selected Work

Research and tools, live and clickable.

04 · Education

Rollins, Sydney, Madrid.

Degree
Rollins College
Orlando, FL
B.A. International Business with a Concentration in Finance. Minor in Spanish and Data Science. GPA 3.8, Magna Cum Laude. Dean’s List 5 of 6 semesters.
Coursework
  • International Operations
  • Global Business Strategy
  • International Financial Management
  • Investments
  • Forex
  • Senior ThesisProf. Marc Sardy
Study Abroad
University of Sydney
NSW, Australia
Wall Street Club, Finance Club, Surfing Club.
University of Don Quijote
Madrid, Spain
Coursework: intensive Spanish language immersion.
Organizations
  • Chi Psi Fraternity2022 to 2026
  • Fellowship of Christian Athletes2023 to 2026
  • Student Investors Network2023 to 2026
  • Peer Mentor2023 to 2024
Investment Club
Rollins Student Investors Network
Winter Park, FL · VP of Investment Research
Covered 100 equities across 8 sectors using Bloomberg Terminal and FactSet. Portfolio outperformed the S&P 500 by 2.5 percent over my tenure.
Credentials
  • SIECertified
  • Microsoft ExcelCertified
  • Bloomberg TerminalESG · BFF · BMC
  • FactSetCertified
  • HubSpotCertified
Independent Research · BUS 348
Chinese HIP M&A Factor Study
Rollins College · Faculty advisor: Professor Marc Sardy
Difference-in-differences analysis of 60 qualifying firms across 308 deals, screened from 1,488 ISINs. High-ESG Chinese serial acquirers outperformed low-ESG peers by 2.14 percentage points in post-acquisition ROA, confirmed at the 5% significance level across 1,000 placebo permutations with zero false positives.
05 · Toolkit

What sits on the desk, and in the stack.

Finance & Analysis
  • Financial Modeling
  • DCF
  • Comparable Analysis
  • IRR / Payback
  • Variance Reporting
  • Portfolio Management
  • M&A Analysis
Quantitative
  • Python
  • pandas
  • statsmodels
  • SQL
  • Backtesting
  • Algorithmic Trading
  • Statistical Analysis
Platforms
  • Bloomberg Terminal
  • FactSet
  • Excel (Advanced)
  • Tableau
  • HubSpot CRM
  • MS Suite
Certifications
  • SIE
  • Bloomberg ESG
  • Bloomberg BFF
  • Bloomberg BMC
  • FactSet
  • Microsoft Excel
Languages
  • English, Native
  • Spanish, Professional
  • Italian, Beginner
Outside the desk
  • Chess
  • Golf
  • MMA
  • Skiing
  • Surfing
  • AI/ML
06 · Contact

Get in touch.

Available immediately. Open to full-time roles in wealth advisory, capital markets, and FP&A. Orlando, FL or relocation. Prefer a call over a form.

Download Resume PDF