Mike Winkel, CFA
For more than 30 years, Mike has been an innovator and leader in the trust and investment industry. Serving as Chief Financial Officer, and head of wealth management at Alerus Financial, Mike developed solutions that were an early forerunner of today's smart beta and tax-efficient strategies. Mike left Alerus in 2002 to join SunGard and form SunGard Advisor Technologies (SAT). At SAT, Mike pioneered one of the industry's first unified managed account (UMA) programs. Mike later became Chief Operating Officer for FolioDynamix after the firm acquired SAT from SunGard. Mike initiated the formation of Logia to leverage the capabilities he helped develop at SunGard and Folio.
"More than ever, investors need a better solution for managing their portfolios. With baby boomers moving into retirement and a tepid outlook for markets, it's crucial to manage risk, cost, and taxes effectively. Logia was created to do just that for our partners and their clients."
Mike earned his Juris Doctorate from the University of North Dakota, and his Master's in Business Administration from the University of Minnesota.
Matt Heimann, CFA
With a long-term view of the markets, Matt helps manage Logia’s investment process. This includes development of capital market assumptions, as well as aiding in portfolio construction, implementation and ongoing maintenance. He maintains an integral role in portfolio trading, as well as ongoing market research and stays abreast of economic events.
Prior to joining Logia, Matt served as Strategy Analyst with Montage Investments and as a bank examiner with the Federal Reserve Bank of Kansas City. He has been recognized as one of Kansas City’s “Twenty in their 20s” by Ingrams Magazine and received his Master's Degree in Business Administration from the University of Missouri-Kansas City with a dual emphasis in finance and entrepreneurship.