Paxton
Thompson

Professional Baseball Player

Philadelphia Phillies

• Pitcher competing at the professional level, performing in high-pressure, results-driven environments.
• Demonstrated consistent preparation, accountability, and adaptability while progressing through the minor league system (up to High-A).
• Operate within structured performance frameworks, emphasizing continuous improvement, feedback, and execution.

Co-Founder

Old Logan Capital

• Co-founded an early-stage investment concept focused on developing long-term investment strategies and disciplined research processes.
• Contributed to conceptualizing investment philosophy, internal research frameworks, and portfolio strategy.
• Authored internal investment letters and research summaries to document theses and decision-making processes.
• Built and maintained the firm's website and assisted in brand development and digital presence.
• Developed custom research tools and workflows using programming and data analysis to support investment evaluation.

Wealth Management Intern

Firm Foundation Family Wealth (Remote)

• Support advisors across investment management and financial planning functions, with a focus on analytical reporting and operational execution.
• Prepare rollover analyses and asset allocation reports using model portfolios to support client recommendations.
• Build end-of-year and ongoing performance reports using Orion for client review meetings.
• Assist with retirement projections, cash flow analysis, and planning scenarios using eMoney and RightCapital.
• Develop spreadsheets and analyses related to life insurance planning and client-specific evaluations.
• Maintain and update client tasks and records within Wealthbox and Fidelity Wealthscape platforms.
• Coordinate operational workflows by preparing rollover acknowledgment agreements and organizing client documentation for compliance and tax season.
• Trusted by advisors to independently produce reports, analyses, and provide insight on portfolio models and allocation decisions.

Deckhand

Suncoast Captains & Crew

• Managed daily operational and logistical tasks supporting multi-million-dollar yacht operations.
• Coordinated scheduling, provisioning, and record-keeping while maintaining accuracy and attention to detail.
• Worked directly with high-profile clients, balancing professionalism, discretion, and time-sensitive responsibilities.

Skills

Projects