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Matt Logan Rise North Capital

Who is Matt Logan?

Matt Logan is the Founder and Managing Partner of Rise North Capital, a wealth management team based in the Northeast. A seasoned executive leader, he has an innovative approach to leadership and business strategy. With extensive experience in executive leadership, including his role as Vice President at Concord Wealth Management, Matt has received numerous honors and recognitions for his professional achievements.

What is Rise North Capital?

Rise North Capital, founded by Matt Logan, is a wealth management team that offers tailored strategies for individuals, families, and businesses. As Managing Partner, Matt Logan CLU ensures clients receive personalized attention and sustainable solutions. His leadership has propelled the team into a trusted resource for clients in Massachusetts, Rhode Island, and Texas.

What is Matt Logan’s professional experience?

Matt Logan began his career in mentorship roles before advancing to executive leadership. He served as Vice President at Concord Wealth Management, where he gained industry recognition. Now, as Founder and Managing Partner of Rise North Capital, he applies his expertise as a business coach, executive leader, and CLU-certified professional to help clients and entrepreneurs succeed.

What is the Chartered Life Underwriter Certification (CLU)?

The Chartered Life Underwriter Certification (CLU), maintained by Matt Logan since 2022, signifies advanced knowledge in wealth management and estate planning. Issued by ACFS, this certification ensures a strong ethical and practical understanding of financial strategies. Matt Logan’s CLU credentials play a critical role in his work at Rise North Capital, where he provides personalized financial strategies.

What honors and recognitions has Matt Logan received?

Matt Logan has earned numerous honors, including the Presidents Club Award (2021, 2020, 2019) and multiple Front-Line Leader Awards. As Vice President at Concord Wealth Management, he was a #1 Nationally Ranked Sales Manager and achieved Life Lives Producer of the Year for three consecutive years.

Matt Logan of Rise North Capital

How does Matt Logan support mentorship?

Matt Logan is passionate about mentorship, working with entrepreneurs, startups, and established businesses as a business coach. He provides innovative strategies and guidance to help clients overcome challenges and achieve their goals. His mentorship extends beyond business to youth hockey coaching, where he inspires young athletes through leadership and teamwork.

What are Matt Logan’s hobbies outside of his professional life?

Matt Logan has a variety of hobbies that reflect his dynamic personality and commitment to balance. An avid drummer, he finds joy and creativity in music, which complements his innovative mindset as a leader. Matt is also passionate about golfing, where he enjoys honing skills such as patience and strategy.

Additionally, he has a deep connection to hockey. Both as a former player and a youth hockey coach, he values the sport for its lessons in teamwork and leadership. These hobbies not only enrich his personal life but also inform his professional approach as a visionary leader and mentor.

What makes Matt Logan an innovative leader?

Matt Logan’s leadership is defined by innovation and vision. As Founder and Managing Partner of Rise North Capital, he combines his Chartered Life Underwriter Certification (CLU) with a forward-thinking approach to create customized strategies. His experience as Vice President at Concord Wealth Management and numerous honors reflect his commitment to excellence and continuous growth.