Meet Logan Capital.

Our Talented Team, Your Trusted Partners.

Our Talented Team, Your Trusted Partners.

Al Besse Principal
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Stephen S. Lee Principal
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Dana H. Stewardson Principal
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Mary T. Evans Chief Operating Officer, Chief Compliance Officer
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Dan R. Gruemmer, CFA® Managing Director, Portfolio Manager
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Christopher P. O’Keefe, CFA® Managing Director, Lead Portfolio Manager
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Wayne M. Breisch, CFA® Managing Director, Portfolio Manager
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Christopher Ouimet, CFA® Managing Director, Portfolio Manager
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Sarah J. Henry Managing Director, Portfolio Manager
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William T. Fitzpatrick, CFA® Managing Director, Portfolio Manager
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David K. Kafes, CFA® Fixed Income Analyst
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Deborah G. George Managing Director, Institutional Client Service
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Joseph W. Langella Director, Managed Accounts
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M. Elizabeth Fugler Managing Director, Institutional Sales and Client Service
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Christopher Travers Managing Director, Head of National Sales & Business Development
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Julie D. Kelly Managing Director, Client Service
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Jennifer A. Rosen Managing Director, Client Service
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Cole A. Catron Director of Portfolio Administration
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Phillip J. Gianolio‑Falk Portfolio Administrator
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William T. Darling Portfolio Administrator
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Helene Darga Trade Administrator
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Peter F. Cooke Managing Director
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Karen V. Beck Controller
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Daniel J. Hesketh, CFA® Managing Director, Client Service & Analytics
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Leah G. McGlensey Associate, Client Service & Analytics
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Paul H. Miglino Director, Trading
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Matt Murphy, CIPM® Associate, Client Service & Analytics
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Janine M. Murphy Associate, Portfolio Administration & Compliance
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Daniel P. Beckworth, CIMA® Director, Managed Accounts
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Matthew H. Feldman Director of Information Technology
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Important Notice
You are now leaving the Logan Capital's website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Logan Capital or any advisor(s) whose name(s) appear(s) on this website. Logan Capital is independently owned and operated. Schwab neither endorses nor recommends Logan Capital, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Logan Capital under which Schwab provides Logan Capital with services related to your account. Schwab does not review the Logan Capital website, and makes no representation regarding information contained in the Logan Capital website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.