Stephen Lee
Stephen Lee is a Founding Principal of Logan Capital, a registered investment advisor that focuses on high-conviction investments with strong prospects. In his role, Stephen oversees portfolios for institutional and private clients, and plays an active role in the security selection for the firm's large cap growth and mid-to-large cap growth portfolios. Additionally, he is Logan Capital's treasurer and is a member of the Fixed Income team. With more than 20 years of investment management experience, Stephen has developed expertise in working with charitable foundations, mutual insurance companies, pension funds, mutual funds and high net worth private investors, designing investment strategies specifically suited to meet each client’s investment goals. Prior to co-founding Logan Capital in 1993, Stephen was employed at Mercer Capital Management and Merrill Lynch. In addition to his corporate responsibilities, Stephen currently serves his community as a member of several investment committees and foundation boards.
Stephen Lee Professional Experience / Academic History
Professional Experience
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Principal
Academic History
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Bachelor of Science, Accounting
A member of Logan's Growth investment team, he has an active role in the security selection for the firm's large cap and mid-to-large cap portfolios.
In addition to his investment roles, he is the Head of Information Technology, and prior served as the firm's Chief Operating Officer.
Stephen’s involvement in the community includes serving on several Investment Committees and Foundation Boards.
He served on the investment committee of The Pennsylvania Horticultural Society.
He is also a trustee and treasurer of The Gladwyne Montessori School.
He earned his degree in Accounting from Lehigh University and holds NASD Series 7, 24, 63 and 65 licenses.