Dan Gruemmer
Managing Director and Portfolio Manager at Logan Capital Management Inc.
About
Dan R. Gruemmer, CFA, is Managing Director and Portfolio Manager at Logan Capital Management, Inc., where he oversees diversified equity portfolios including the Logan Value and Logan Core strategies. Based in Chicago, he focuses on large-cap equities with an emphasis on value and income-oriented investments, using a fundamental approach to identify financially strong companies with sustainable dividend yields.
Prior to joining Logan Capital Management in 2022, Gruemmer built his investment expertise at American Century Investments as a Portfolio Manager and Senior Equity Research Analyst, where he managed and researched U.S. equity portfolios, developing in-depth knowledge across multiple sectors including industrials, financials, and technology. Earlier in his career, he worked as an Aerodynamics Engineer at The Boeing Company, adding a strong analytical and quantitative perspective to his investment process.
Gruemmer holds an MBA in Finance from the University of Chicago Booth School of Business, an M.S. in Aerospace Engineering from Washington University in St. Louis, and a B.S. in Aerospace Engineering from Iowa State University. He is recognized for his disciplined, research-driven approach to equity management and his commitment to delivering results through portfolio construction and risk management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Logan Capital Management, Inc. | Managing Director and Portfolio Manager | Aug 2022 to Present | Primarily responsible for managing the Logan International Dividend ADR, Logan Value, and Logan Concentrated Value Strategies. |
| American Century Investments | Portfolio Manager | Feb 2015 to Jun 2019 | Co-Portfolio Manager of Value strategies: Equity Income, Market Neutral Value |
| American Century Investments | Senior Equity Research Analyst | Feb 2013 to Feb 2015 | Coverage: Industrials - Aerospace & Defense, Mechanical, Electrical Equipment, and Conglomerates Healthcare - various Financials - Regional Banks Funds: Equity Income, Value, Mid Cap Value, Market Neu... |
| American Century Investments | Equity Research Analyst | Jul 2009 to Feb 2013 | Coverage: Industrials - Aerospace & Defense, Mechanical, Electrical Equipment, and Conglomerates Funds: Equity Income, Value, Mid Cap Value, Market Neutral Value |
| The Boeing Company | Aerospace Engineer | May 2004 to Aug 2007 | Aerodynamic analysis and testing within the Phantom Works R&D group |
Education
The University of Chicago - Booth School of Business
MBA, Finance
2007 — 2009
Washington University in St. Louis
M.S., Aerospace Engineering
2004 — 2006
Iowa State University
B.S., Aerospace Engineering
2000 — 2004
Others at Logan Capital Management Inc. (13)
| Name | Role | Location |
|---|---|---|
| Principal | PA , United States | |
B Bill Fitzpatrick | Managing Director and Portfolio Manager | Chicago, IL , United States |
C Christopher O'Keefe | Lead Portfolio Manager, Logan Dividend Performers and Balanced Strategies | West Chester, PA , United States |
| Fixed Income Analyst | Newtown Square, PA , United States | |
J Jennifer Rosen | Managing Director | Philadelphia, PA , United States |
M Marvin Kline | Managing director | Narberth, PA , United States |
P Peter Cooke | Managing Director | PA , United States |
R Rich Buchwald | MD | Philadelphia, PA , United States |
S Stephen Lee | Principal | Philadelphia, PA , United States |
D Deborah G | Managing Director | NY , United States |
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