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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. 

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

Thomas J. McHugh – Managing Director, GARP Portfolio
Tom has been in the investment advisory business for over 50 years.  For 22 years, Tom directed the investment activities of the Pitcairn Company and its entities.  He has served on the boards of a number of companies including PPG Industries, Pitcairn Incorporated, Jackson and Cross Co., Philadelphia Suburban Transportation, Philadelphia Consolidated Insurance and The Rouse Company in Columbia, MD.  Tom received his B.S. from St. Joseph's University.   He served as Chairman of the Finance Committee from 1991 to 2000.
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 Operating Officer
Mary has over 20 years of investment industry experience, building operations infrastructures for Asset Managers. Before joining Logan, she spent 8 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. 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 - Portfolio Analyst
Dan is a Portfolio Analyst with over 8 years industry experience. Prior to joining Logan, he was an analyst at Raymond James Financial. Dan’s responsibilities include providing performance analytics and creating marketing materials. Dan has a BA from Eckerd College and a MBA degree from The University of Tampa, and is a 2009 Level III CFA candidate.

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.