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Portfolio Managers

Richard E. Buchwald, CFA
Managing Director
Rich is a Value portfolio manager with more than 30 years of investment management and investment banking experience. He is a co-developer and manager of the proprietary Logan Concentrated Value and Logan International ADR equity portfolios. Rich 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. Rich has an MBA degree from the New York University Graduate School of Business Administration and a BS in Economics from The Wharton School of The University of Pennsylvania. " Luck", he says, " is the residue of hard work."


Marvin I. Kline, CFA
Managing Director
Marvin is a Value portfolio manager who has more than 30 years of investment management and investment banking experience. He is a co-developer and manager of the proprietary Logan Concentrated Value and Logan International ADR equity portfolios. 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 (BS) and has an MBA degree from The Wharton School of The University of Pennsylvania.


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