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Al Besse

Al Besse

Principal at Logan Capital Management Inc.

PA , United States

About

Al Besse is a Founding Principal and President of Logan Capital Management, Inc., where he leads portfolio management and overall firm strategy alongside his fellow founding partners. At Logan Capital, he manages investment strategies across growth and value equities, as well as fixed income, serving a clientele that includes institutional investors, individuals, and retirement plans. His key responsibilities include overseeing discretionary investment decisions, coordinating model portfolios for sub-advisory programs, and maintaining close engagement with consultants and financial advisors.

Besse’s investment focus includes growth equity and value-oriented strategies, specializing in large-cap stocks, high-dividend yield companies, and fixed-income solutions. He is involved in the firm's broad coverage of sectors such as technology, consumer discretionary, industrials, healthcare, and financials, with top portfolio holdings historically including major companies like Apple, Microsoft, Amazon, and Johnson & Johnson. He applies disciplined investment processes and a long-term perspective to achieve attractive risk-adjusted returns for clients.

Prior to establishing Logan Capital in 1993, Al Besse was a Portfolio Manager and Assistant Vice President in the Institutional Trust Division at Fidelity Bank (1984-1994). He holds degrees from Haverford College and The Wharton School, providing a strong foundation in finance and investment management. As a principal with a significant ownership stake, Besse has contributed to Logan Capital’s recognition for high-performing strategies and sustained growth in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Logan Capital Management, Inc.PrincipalNov 1993 to Present
Fidelity BankPortfolio Manager, Institutional Trust Division, AVPJan 1984 to Jan 1994
Common Trust Fund and Portfolio Manager

Education

Haverford College

The Wharton School

Skills & Expertise

Equities
Asset Managment
Mutual Funds
Portfolio Management
Strategic Planning
Asset Management
Marketing
Alternative Investments
Public Speaking
Finance
Management
Leadership
Investments
Wealth Management
Investment Advisory
Investment Strategies
Microsoft Office
Analysis
Asset Allocation
Nonprofits
Hedge Funds
Securities
Customer Service
Investment Management
Series 7
Microsoft Excel
Strategy
Software Development

Others at Logan Capital Management Inc. (13)

NameRoleLocation
B
Bill Fitzpatrick
Managing Director and Portfolio ManagerChicago, IL , United States
C
Christopher O'Keefe
Lead Portfolio Manager, Logan Dividend Performers and Balanced StrategiesWest Chester, PA , United States
David Kafes
David Kafes
Fixed Income AnalystNewtown Square, PA , United States
J
Jennifer Rosen
Managing DirectorPhiladelphia, PA , United States
M
Marvin Kline
Managing directorNarberth, PA , United States
P
Peter Cooke
Managing DirectorPA , United States
R
Rich Buchwald
MDPhiladelphia, PA , United States
S
Stephen Lee
PrincipalPhiladelphia, PA , United States
Dan Gruemmer
Dan Gruemmer
Managing Director and Portfolio ManagerChicago, IL , United States
D
Deborah G
Managing DirectorNY , United States
Showing 1-10 of 13 team members

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