Logan Capital Management


	Lisa Peters - Managing Director, Relationship Manager Lisa is responsible for coordinating the firm’s services to institutions, non-profit organizations and investment consultants. She brings to Logan Capital over 20 years experience in the financial community working in Philadelphia and New Jersey. Prior to joining Logan, Lisa served as a Senior Wealth Advisor at JP Morgan. She has also had sales and marketing positions at PNC Advisors and CoreStates Investment Advisors. Lisa is a graduate of St. Lawrence University (BA).
	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
	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.
	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 5 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 2006 Level II 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