Logan Capital Management, Inc.
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Logan Capital Management, Inc. Employees
Pennsylvania Trust March 2015 - Present
Logan Capital Management, Inc. July 2011 - Present
Logan Capital Management, Inc. January 2009 - July 2011
Peerless Marketing Concepts, Inc. June 2007 - August 2007
Skills
Portfolio Management, Series 7, Investment Strategies, Performance Measurement, Trading, Composites, Performance Attribution, GIPS Compliance, Performance Analysis, CIPM, Securities, Asset Allocation
Education
Saint Joseph's University 2004 — 2008
B.S. in Business Administration
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
B.S. in Business Administration, Pharmaceutical Marketing
University of Melbourne 2006 — 2006
Pennsylvania Trust April 2012 - Present
Logan Capital Management, Inc. July 2010 - April 2012
LOM Asset Management Limited April 2000 - December 2010
LOM Asset Management Limited June 2000 - July 2010
STW Fixed Income 1997 - 2000
Skills
Asset Management, Fixed Income, Investment Banking, Portfolio Management, Wealth Management
Education
Rollins College 1990 — 1994
B.A., Psychology
University of Warwick 1991 — 1992
Shipley
Glenmede Trust Company December 2009 - Present
Haverford Trust January 2001 - December 2009
Logan Capital Management, Inc. December 1999 - January 2001
UBS O'Connor/Warburg Dillon Read 1997 - 1999
Skills
Portfolio Management, Investments, Bloomberg, Financial Analysis, Investment Management, Investment Strategies, Mergers & Acquisitions, Economics, Investment Banking, Analysis, Options, Asset Allocation, Equity Research, Equities, Alternative Investments, Asset Management, Hedge Funds, Strategy, Financial Modeling, Finance, Valuation
Education
Massachusetts Institute of Technology 1993 — 1997
Bachelor of Science, Chemical Engineering
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1997
Bachelor of Science, Management Science (Finance), Minor Economics
Logan Capital Management, Inc. June 2014 - September 2014
Woods Hole Golf Course June 2008 - August 2013
Education
Princeton University 2012 — 2016
Bachelor of Arts, Economics, Rising Senior
Fidelity Investments May 2014 - Present
Logan Capital Management, Inc. March 2013 - May 2014
BlackRock March 2010 - March 2013
BlackRock March 2010 - March 2013
Logan Capital Management, Inc. August 2008 - March 2010
Logan Capital Management, Inc. December 2006 - December 2008
Brinker Capital March 2006 - December 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Equities, Sales Process, Sales Presentations, Territory Management, Relationship Management, CIMA, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
CIMA, Finance
Gettysburg College 2002 — 2006
BA, Business Management
The Depository Trust & Clearing Corporation November 2012 - Present
BNP Paribas May 2007 - November 2012
BNP Paribas August 2004 - May 2007
Commerzbank AG June 2000 - August 2004
Bear Stearns & Company May 1998 - June 2000
Logan Capital Management, Inc. June 1995 - May 1998
Skills
Asset Management, Corporate Finance, Banking, Credit, Credit Analysis, Credit Risk, Derivatives, Finance, Financial Services, Analysis, Relationship Management, Risk Management, Portfolio Management
Education
University of Notre Dame 1991 — 1995
Bachelor, Business Administration; Finance, Overall GPA: 3.3; Finance GPA: 3.6
Reilly, Fisher & Solomon, PA July 2015 - Present
Logan Capital Management, Inc. March 2012 - July 2015
Enhanced Photo Company January 2011 - July 2015
Lara May & Associates LLC June 2008 - February 2012
Sabal Trust Company July 1983 - March 2007
First Florida Bank July 1970 - July 1983
US Army July 1967 - June 1970
Citibank (Banamex USA) October 1966 - June 1967
Skills
Investments, Portfolio Management, Investment Management, Finance, Strategic Financial..., Equities, Chartered Financial..., Fixed Income, Sales, Asset Allocation, Tactical Asset..., Investment Strategies, Digital Photography, Golf, Singing, Bible Study, Wealth Management, Retirement Planning, Options, New Business Development, Investment Advisory, Management, Series 7, Leadership, Series 63, Retirement, Private Equity, Risk Management, Wealth, Financial Advisory, Wealth Management..., Asset Management, Capital Markets, Hedge Funds, Bloomberg, Financial Modeling, Strategy, Personal Finance, Securities, Financial Planners, Alternative Investments, Estate Planning, Pensions, Mutual Funds, CFA, Investment Management..., Leading Bible Study, Presbyterian Elder, Financial Services, Financial Analysis
Education
Stonier Graduate School of Banking at Rutgers University 1973 — 1976
Diploma, Banking and Financial Support Services
Columbia Graduate School of Business Administration 1965 — 1966
MBA, Finance
Princeton University 1961 — 1965
AB, English
Millburn High School NJ 1958 — 1961
Diploma
Logan Capital Management, Inc. July 2011 - Present
Education
Kutztown University of Pennsylvania
BNY Mellon Wealth Management October 2013 - Present
BNY Mellon Wealth Management July 2011 - October 2013
Logan Capital Management, Inc. March 2008 - July 2011
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Asset Allocation, Investment Management, Wealth Management, Bloomberg Terminal, Wealth Management...
Education
Temple University - Fox School of Business and Management
Master of Science (M.S.), Finance, General
Villanova University
Bachelor of Science (B.S.), Financial Mathematics
Logan Capital Management, Inc. April 2015 - Present
Philadelphia International Advisors April 2004 - April 2015
Jurika & Voyles November 1994 - March 2004
Boston Scientific August 1990 - October 1994
Sigma Phi Epsilon January 1986 - July 1990
Procter & Gamble July 1984 - December 1985
Skills
Investments, Investment Management, Equities, Sales, Asset Management, Microsoft Office, Strategic Planning, Business Development, Mutual Funds
Education
University of Connecticut 1979 — 1983
BS, Environmental Horticulture
University of Connecticut, Storrs, CT 1979 — 1983
Bachelor of Science (B.S.)
Ernst & Young LLP December 2004 - Present
Self 2013 - 2014
Brandywine Global 2002 - 2004
Logan Capital Management, Inc. 1996 - 2002
Skills
Corporate Communications, Project Management, Analysis, Business Development, Business Strategy, CRM, Management, Strategic Planning, Program Management, Management Consulting, Marketing Communications, Corporate Branding, Brand Development, Internal Communications, Change Management, Business Analysis, Market Research, Process Improvement, Thought Leadership, Microsoft Office, Social Media, Equity Research Analysis, Fixed Income Strategies, Television Studio..., Video Editing, Copy Editing, Brand Awareness, Email Strategy, Miller Heiman Sales..., Miller-Heiman Strategic...
Education
Elmhurst College 1985 — 1989
Bachelor's Degree, Finance
Merrill Lynch May 2014 - Present
Tuck School of Business at Dartmouth College July 2013 - August 2013
Brinker Capital June 2012 - August 2012
Independent Portfolio Consultants January 2012 - January 2012
UBS June 2011 - August 2011
Logan Capital Management, Inc. January 2011 - January 2011
Blue Sand Securities LLC June 2010 - August 2010
Skills
Investments, Equities, Alternative Investments, Strategy, Microsoft Excel, Financial Analysis, Financial Modeling, Entrepreneurship, Equity Research, Project Planning, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Series 7, Series 66
Education
Trinity College 2009 — 2013
Bachelor of Arts, Political Science (International Relations Concentration)
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science (International Relations and Arabic Language)
Trinity College Rome Campus 2011 — 2011
Bachelor of Arts (B.A.), Political Science and Government
The Lawrenceville School 2006 — 2009
Haverford School 1994 — 2006
Haverford School 1993 — 2006
Ladenburg Thalmann August 2011 - Present
Boenning & Scattergood, Inc. March 2009 - August 2011
Wall Street Access October 2007 - March 2009
E*TRADE Financial 2004 - 2007
Logan Capital Management, Inc. 1999 - 2004
Education
Franklin & Marshall College 1990 — 1994
Episcopal Academy 1978 — 1990
Portfolio Performance Partners April 2013 - Present
emortal.com September 2013 - Present
Logan Capital Management, Inc. September 2014 - September 2015
Nuveen Investments October 2002 - March 2013
Delaware Investments June 1985 - July 2002
Skills
Asset Management, Equities, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research, Separately Managed..., Investment Advisory, Quantitative Research, Product Development, Product Management, Asset Managment, Financial Modeling, Trading Systems, Portfolio Optimization, Investment Banking, Alternative Investments, Equity Valuation, Due Diligence, Fixed Income, Risk Management, Hedge Funds, Securities, Wealth Management, ETFs, Series 7, Quantitative Analytics
Education
Union College 1978 — 1982
BA, Economics
Logan Capital Management, Inc. September 2005 - Present
Raymond James Financial April 2000 - September 2005
Education
University of Tampa - John H. Sykes College of Business 2001 — 2003
MBA, Finance
Eckerd College
Logan Capital Management, Inc. August 2000 - Present
Logan Capital Management, Inc. 2000 - 2014
Logan Capital Management, Inc. 2000 - 2014
Logan Capital Management, Inc. 2000 - 2014
Logan Capital Management, Inc. 2000 - 2014
Logan Capital Management, Inc. 2000 - 2014
Logan Capital Management, Inc. 2000 - 2014
Berwind Investment Management, L.P. August 1990 - July 2000
Skills
Investments, Portfolio Management, Finance
Education
New York University 1982 — 1984
MBA, Finance
University of Pennsylvania - The Wharton School 1976 — 1980
BS, Economics
Logan Capital Management, Inc. November 1993 - Present
Fidelity Bank 1984 - 1994
Education
Haverford College
Bachelor of Arts (BA), Economics
Wharton School of Business
Master of Business Administration (M.B.A.), Economics
Logan Capital Management, Inc. May 2013 - Present
Logan Capital Management, Inc. October 2010 - May 2013
Nuveen Investments June 1999 - January 2010
Skills
Series 63, Separately Managed..., Mutual Funds, Investments, Series 7, Alternative Investments, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Wealth Management, Portfolio Management, Fixed Income, Asset Management, Securities
Education
Philadelphia University 1995 — 1999
BS, International Finance
Mount St. Joseph Academy 1989 — 1993
Scottrade March 2006 - Present
Logan Capital Management, Inc. March 2004 - March 2006
US Navy Reserve May 1982 - March 2004
Charles Schwab June 1997 - December 2003
Skills
Series 7, Securities, Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investment Advisory, Asset Managment, Equities, Financial Advisory, Finance, FINRA, Financial Services, Bonds, Asset Management
Education
Bryant College 1988 — 1989
N/A, MBA in Management, Incomplete
Villanova University 1978 — 1982
Bachelors of Arts, General Studies, Undergraduate
St Joseph's Prep 1974 — 1978