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Marketing and Client Service

Joe Langella
Director--Managed Accounts
Joe has over twenty years experience in the investment management industry and is responsible for marketing/client service for our managed account sponsor and financial advisor relationships.  Before joining Logan in April 2015, Joe served for eleven years as Director, Managed Accounts at Philadelphia International Advisors.  He began his investment career in 1994 with Jurika & Voyles Investment Management, where he was a Vice President and Principal responsible for institutional and managed account sales and service in the Mid-Atlantic and Northeast regions.  Prior to this, he held sales and sales training positions with Boston Scientific and Procter & Gamble.

Christopher Travers
Director--Managed Accounts
Christopher is a member of the firm’s Sales & Marketing team with responsibility for managed account business development and client/adviser relations.  Christopher has over 30 years of experience in the investment industry.  Prior to joining Logan Capital, Christopher was the Managing Director of the Financial Institutions Group for Rothschild Asset Management Inc.  He has worked in various marketing/relationship management roles with Alliance Capital, CJ Lawrence Asset Management, Deutsche Bank Securities, and Ashland Management.  He began his career with Donaldson, Lufkin & Jenrette’s Pershing Division.  Christopher is a graduate of Syracuse University (BA).

Deborah G. George
Managing Director
Deborah is responsible for institutional client and consultant business development and client service. She has over 20 years of investment industry experience, building strong client bases for emerging firms and launching new products for developed managers. Before joining Logan in 2007, Deborah represented Logan Capital through Growing Emerging Managers' Services, an independent institutional marketing and client service company she founded in 2005. She has held similar positions as Managing Director of Marketing and Client Service at Philippe Investment Management, Valenzuela Capital Partners, Blaylock-Abacus Asset Management and HSBC Asset Management (Wardley Investment Services). Deborah studied Biochemistry and Mathematics at Harpur College, Binghamton University. Deborah is extremely motivated by solving puzzles. She says: "There is no such thing as a problem--only a challenge."

Julie D. Kelly
Managing Director
Julie has over 20 years of investment industry experience in the areas of client investment services, portfolio management, business development and strategic planning. Prior to joining Logan, Julie served as a Financial Advisor at CoreStates Capital Advisors and Vice President at BNY Mellon's Private Wealth Management Group. She also held relationship management positions with Summit Bancorp and the American National Bank & Trust in Chicago where she was a manager in middle market lending. Julie received her bachelor's degree in finance from Indiana University in Bloomington, Indiana.

Jennifer A. Rosen
Managing Director
Jennifer has over 18 years of investment industry experience in the areas of client investment services, portfolio management, business development and strategic planning. Before joining Logan, Jennifer was an Investment Manager for Wells Fargo's Private Wealth Management Group and a Portfolio Manager for Victory NewBridge Capital Management. Jennifer graduated from the University of Pennsylvania with a BA degree.

Advisory Board,Client Service

Peter F. Cooke
Peter has more than 50 years of investment management and investment banking experience. Prior to joining Logan Capital, Peter served as First Vice President and Portfolio Manager at The Glenmede Trust Company and Executive Vice President at Pierson Capital Management. He had earlier spent 21 years at the Pitcairn Company where he was a Vice President and Portfolio Manager specializing in the energy industry. He also served on the boards of the Philadelphia Suburban Transportation Company and the Appalachian Company. Peter is a graduate of Penn State University (BA) and is a member of The Financial Analysts of Philadelphia and The National Association of Petroleum Investment Analysis. Peter is a private pilot and AOPA member. He says the challenge and thrill of flying rejuvenates and refocuses one's mind.

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).  A favorite philosophical quote: "The journey of a thousand miles begins with a single step."- Lao Tzu

Birchard T. Clothier
Birch 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 LLB From the University of Pennsylvania Law School. What drives Birch? "Patience is usually well rewarded."

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