 |  | Deborah G. George - Managing
Director
Debbie has over 20 years of investment industry experience, building strong
client bases for emerging firms. Before joining Logan in September 2007, she
represented Logan Capital through Growing Emerging Managers’ Services, an
independent institutional marketing and client service company she founded in
2005. Earlier, she was Director of Marketing and Client Service at
Blaylock-Abacus Asset Management. She has held similar positions at Philippe
Investment Management, Valenzuela Capital Partners and HSBC Asset Management.
She is a member of the CFA Institute, the NYSSA, and Chicago Women in Pensions. |
 |
Julie D. Kelly - Managing Director
Julie has over 17 years of investment industry experience in the areas
of client investment services, portfolio management, business
development and strategic planning. Prior to joining Logan, Julie served
as a Financial Advisor at CoreStates Capital Advisors and Vice President
at BNY Mellon’s Private Wealth Management Group. She also held
relationship management positions with Summit Bancorp and the American
National Bank & Trust in Chicago where she was a manager in middle
market lending. Julie received her bachelor’s degree in finance from
Indiana University in Bloomington, Indiana. |  | Richard E. Buchwald, CFA– Managing Director, Value Portfolio
Richard has more than 22 years of investment management and investment banking experience. He is a co-developer and manager of the proprietary Logan Concentrated Value (LCV) equity product. Richard was formerly Managing Director of Berwind Investment Management, L.P. In addition, he was a Vice President with CoreStates Investment Banking and prior to that he worked in the research department at Kidder Peabody & Company. Richard has an MBA degree from the New York University Graduate School of Business Administration and an undergraduate degree from The Wharton School of The University of Pennsylvania. Click here to learn more about the Logan Capital Value Portfolio |  | Marvin I. Kline, CFA – Managing Director, Value Portfolio
Marvin has more than 25 years of investment management and investment banking experience. He is a co-developer and manager of the proprietary Logan Concentrated Value (LCV) equity product. Marvin was formerly President of Berwind Investment Management, L.P. In addition, he was a former Senior Vice President with CoreStates Investment Banking. Marvin is a graduate of Case Western Reserve University (BA) and has an MBA degree from The Wharton School of The University of Pennsylvania. Click here to learn more about the Logan Capital Value Portfolio |
 |
Jonathan M. Heckscher - Managing Director
Jon has more than 15 years of investment management and investment banking
experience. Prior to joining Logan Capital, Jon served as Director and
Executive Vice President at LOM Asset Management Limited. He also gained
experience at Mellon Trust while working as a Trust Specialist and was in
charge of cash management at STW Fixed Income Management Limited. Jonathan
holds a B.A. from Rollins College. |
 |
T.J. McHugh, Jr. –
Managing Director, GARP Portfolio
T.J. has over 16 years
of investment experience. Before joining Logan, T.J. was a portfolio
manager and security analyst at McHugh Associates, and has also served
as an equity analyst for the Pitcairn Trust Company. Prior to entering
the investment field, he was a Senior Property-Casualty Underwriter for
the PMA Group, responsible for commercial underwriting. T.J. received
his B.S. from Wheeling Jesuit University and is a member of The
Financial Analysts of Philadelphia, Inc. |  | Peter S. Rawlings
Prior to joining Logan, Peter was Chairman of Investment Banking and Head of Capital Markets for Investec, Inc. He has over 30 years experience in investment banking, and previously held senior management positions with Paine Webber and Lehman Brothers. Peter is a graduate of The University of Virginia (BS). |  | Birchard T. Clothier - Client Relationship Manager
Birch has had a varied career. He spent thirty-five years as a corporate
attorney for AAA Mid-Atlantic, retiring as its Vice-President
and Secretary. From 1990 to 2000, he was the Treasurer
of Lower Merion Township and, for nearly two decades, he served
as Investment Officer of the Insurance Federation of Pennsylvania.
Birch was graduated from Princeton University with an AB degree
and received his LL.B. from the University of Pennsylvania Law
School. On the civic side, he is President of the Bryn
Mawr based Harriton Association. |
 |
Mary T. Evans, Chief Compliance Officer, Chief Operating Officer
Mary has over 20 years of investment industry experience in operations
and compliance. Throughout her career, she has taken a
compliance-centric approach to operations and has built efficient
operational infrastructures for Asset Managers, seeking to protect both
client interests and firm interests through adherence with industry
regulations.
Before joining Logan, she spent eight years as Director of Portfolio
Administration for Philadelphia International Advisors, and their
predecessor group within the Glenmede Trust Company. Prior to that, Mary
served in a similar capacity at LTCB-MAS Investment Management – a joint
venture between LTCB, and Miller Anderson, & Sherrerd.
Ms. Evans is an active member of the Philadelphia Compliance
Roundtable, and attends industry conferences. She is currently enrolled
in the Certified Securities Compliance Professional® (CSCP®)
certification program, sponsored by The National Society of Compliance
Professionals.
Mary is a graduate of Wheaton College (BA). | | | Bernard G. Heinzen – General Counsel
Ben has been General Counsel to Logan Capital since 1995. He also served as a legal adviser to the US Department of State, a partner at Dorsey & Whitney, Minneapolis and was General Counsel to Conrail from 1976 – 1977. Ben is a Phi Beta Kappa graduate of Carleton College and received his LLB from NYU. He is a current Director of The Chamber Orchestra of Philadelphia and is a vestryman at The Church of the Holy Trinity, Rittenhouse Square. |
 |
Daniel J. Hesketh
- CFA - Portfolio Analyst
Dan is an analyst with over 10 years industry experience.
Prior to joining Logan, he was an analyst at Raymond James
Financial. Dan’s responsibilities also include providing
performance analytics and creating marketing materials. Dan has
a BA from Eckerd College and a MBA degree from The University of
Tampa. |
Logan Capital Management, Inc. acquired the investment advisory accounts of Berwind Investment Management, L.P without personnel change. |
 | Six Coulter Avenue
Suite 2000, Upper Level
Suburban Square
Ardmore, Pennsylvania, 19003
Phone 610.642.7000 Fax 610.642.7100
| | © 2006 Logan Capital Management Inc.. All rights reserved. | |
