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Portfolio Managers

Al Besse
Principal
Al is a founding principal of Logan Capital, and serves as Logan Capital's President. Al is a Growth portfolio manager and leads the firm's technical analysis effort. He is also a member of the Fixed Income team. Prior to joining Logan Capital, Al was a Vice President at First Fidelity Bank serving as co-manager of the Charitable Equity Fund. During his decade at the bank, he played a key role in the formation and development of First Fidelity's $2 billion Institutional Funds Management Group. In 1991 he was named as the bank's Institutional Investment Professional of the Year. Al is a graduate of Haverford College (BA) and The Wharton School of the University of Pennsylvania (MBA).


David K. Kafes, CFA
Managing Director
David is a Fixed Income portfolio manager who joined Logan after 21 years at Legg Mason, where his most recent position was as an institutional fixed income portfolio manager. He was also co-manager on the Legg Mason Partners Social Responsibility Fund. He has managed fixed income assets for many institutional clients including endowments, foundations and insurance companies. David earned an MBA in Finance from the University of Baltimore and a BA in Business Administration from the University of Maryland in College Park. He is a Chartered Financial Analyst and a member of the Baltimore CFA Society. 


Stephen S. Lee
Principal
Stephen is a founding principal of Logan Capital, Treasurer and Growth portfolio manager. He is also a member of the Fixed Income team. A graduate of Lehigh University with a BS in accounting, Stephen holds NASD Series 7, 24, 63 and 65 licenses. Before founding Logan Capital with his partners in 1993, Stephen was previously employed at Mercer Capital Management and Merrill Lynch. His 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.


Dana H. Stewardson
Principal
Dana is a founding principal of Logan Capital, Secretary and Growth portfolio manager. He is also a member of the Fixed Income team. Prior to co-founding Logan Capital, he was a portfolio manager with Mercer Capital Management, Edward C. Rorer & Co. and Kidder, Peabody & Co. He serves on the board of The Harriton Association, Bryn Mawr, the Advisory Board of The Wyck Association, Philadelphia, is a Parent Director of Trinity College and immediate past Chair of the Parents Council of The University of Pennsylvania. Dana is a graduate of Ohio Wesleyan University (BA) and is a member of The Financial Analysts of Philadelphia.


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