 | Stephen S. Lee –
Principal
Stephen is a founding partner of Logan Capital Management, Inc. As a Managing Director of the firm he oversees portfolios for institutional and private clients. During his 17 years in the investment management industry, Stephen has developed expertise in working with charitable foundations, mutual insurance companies, pension funds and high net worth private investors, designing investment strategies specifically suited to meet each client’s investment goals. As a member of Logan’s Growth investment team, Stephen has an active role in the security selection for the firm’s Large Cap Growth and Mid-to-Large Cap Growth portfolios. In addition to his investment roles, Stephen is the Treasurer and Chief Compliance Officer of Logan Capital and head of information technology. Earlier, he served as the firm’s Chief Operating Officer.
Stephen’s involvement in the community includes serving on several Investment Committees and Foundation Boards, including the Investment Committee of The Pennsylvania Horticultural Society. He is also a trustee of The Gladwyne Montessori School.
Stephen gradated from Lehigh University in 1990 with a B.S. in Accounting. He holds NASD Series 7, 24, 63 and 65 licenses. Before founding Logan Capital with his partners in 1993 Stephen was with Mercer Capital Management and was a Financial Consultant with Merrill Lynch. |