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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). Al underscores the meaning of the client-manager partnership when he says: "I worry about our clients' money all the time--much more than I worry about my own. That's because I believe if we take care of our clients, they will--in turn--take care of us."

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 former Parent Director of Trinity College and a 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.

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 FINRA 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. He is also a trustee of The Gladwyne Montessori School.

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