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Adam Logan

Senior Vice President - Portfolio Manager at Bill Few Associates, Inc.

Pittsburgh, PA , United States

About

Adam Logan is Senior Vice President and Portfolio Manager at Bill Few Associates, Inc. in Pittsburgh, PA, where he joined in 2022. His core responsibilities include managing equity portfolios, serving on the firm’s Investment Policy Committee, and guiding institutional and individual clients with tailored investment strategies.

He focuses specifically on US and global equity asset classes, leveraging extensive expertise from his prior work managing multi-factor institutional equity portfolios. Before joining Bill Few Associates, Adam held senior portfolio management roles at BNY Mellon (Mellon and Newton Investment Management Group) and was recognized for overseeing all aspects of institutional equity portfolios.

Adam holds a Chartered Financial Analyst (CFA) designation and is an active member of the CFA Society of Pittsburgh. He earned his MBA in Finance from the University of Pittsburgh’s Katz Graduate School of Business and a bachelor's degree in Business/Finance from Westminster College, reflecting a strong foundation in investment research, equity analysis, and portfolio construction since he began his finance career in 1994.

Career History

OrganizationRoleDate RangeDetails
Bill Few Associates, Inc.Senior Vice President - Portfolio ManagerNov 2022 to Present
Newton Investment Management GroupVice President - Senior Portfolio ManagerSep 2021 to Oct 2022
MellonVice President - Senior Portfolio ManagerFeb 2018 to Aug 2021
Mellon CapitalVice President - Senior Portfolio ManagerJan 2008 to Jan 2018

Education

University of Pittsburgh Katz Graduate School of Business

MBA, Finance

Westminster College (PA)

Business, Finance

Skills & Expertise

Equities
Asset Allocation
Investment Management
Chartered Financial Analyst
Asset Management
Portfolio Management
Performance Attribution
Investment Strategies
Equity Valuation
Bloomberg
Mutual Funds
Derivatives
Securities
Quantitative Finance
ETFs
Leadership
Investments
Chartered Financial
Management
Strategic Planning
Business Development
Customer Service

Others at Bill Few Associates, Inc. (1)

NameRoleLocation
Sean Barrett
Sean Barrett
AssociateUnited States

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